# EDGAR Filing Document

**Accession Number:** 0000034273
**File Stem:** 0000940400-26-022104
**Filing Date:** 2026-5
**Character Count:** 14566
**Document Hash:** 20f60b64484d297c202ed18054036aad
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000940400-26-022104.hdr.sgml**: 20260529

**ACCESSION NUMBER**: 0000940400-26-022104

**CONFORMED SUBMISSION TYPE**: NPORT-P

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260529

**DATE AS OF CHANGE**: 20260529

**PERIOD START**: 20260930

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** VIRTUS EQUITY TRUST
- **CENTRAL INDEX KEY:** 0000034273

**ORGANIZATION NAME:**
- **EIN:** 036066130
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0331

**FILING VALUES:**
- **FORM TYPE:** NPORT-P
- **SEC ACT:** 1940 Act
- **SEC FILE NUMBER:** 811-00945
- **FILM NUMBER:** 261043106

**BUSINESS ADDRESS:**
- **STREET 1:** 101 MUNSON STEET
- **CITY:** GREENFIELD
- **STATE:** MA
- **ZIP:** 01301
- **BUSINESS PHONE:** 800-243-1574

**MAIL ADDRESS:**
- **STREET 1:** ONE FINANCIAL PLAZA
- **STREET 2:** 26TH FLOOR
- **CITY:** HARTFORD
- **STATE:** CT
- **ZIP:** 06103

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** PHOENIX EQUITY TRUST
- **DATE OF NAME CHANGE:** 20040628

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** PHOENIX ABERDEEN WORLDWIDE OPPORTUNITIES FUND
- **DATE OF NAME CHANGE:** 19981215

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** PHOENIX WORLDWIDE OPPORTUNITIES FUND
- **DATE OF NAME CHANGE:** 19940505

## Series and Classes Contracts Data

### Virtus KAR Small-Mid Cap Value Fund (Series ID: S000072656)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000229069 | Class R6     | VKSGX           |
| C000229070 | Class A      | VKSDX           |
| C000229072 | Class I      | VKSFX           |

## Form NPORT-P: Monthly Portfolio Investments Report

### NPORT-P: Part A: General Information

**Item A.1. Information about the Registrant.**

- **a. Name of Registrant:** Virtus Equity Trust

- **b. Investment Company Act file number:** 811-00945

- **c. CIK number of Registrant:** 0000034273

- **d. LEI of Registrant:** 549300BN8LS7IJSSNN03

- **e. Address and telephone number of Registrant.**

  - **Street Address 1:** 101 Munson Street

  - **City:** Greenfield

  - **State:** MA

  - **Foreign country:** US

  - **Zip / Postal Code:** 01301-9668

  - **Telephone number:** 800-243-1574

**Item A.2. Information about the Series.**

- **a. Name of Series:** Virtus KAR Small-Mid Cap Value Fund

- **b. EDGAR series identifier (if any):** S000072656

- **c. LEI of Series:** 5493004RG2JWDMIBBB46

**Item A.3. Reporting period.**

- **a. Date of fiscal year-end:** 2026-09-30

- **b. Date as of which information is reported:** 2026-03-31

**Item A.4. Final filing**

Does the Fund anticipate that this will be its final filing on Form N-PORT? **No**

### Fund Information

**Total Assets:** $5928053.40

**Total Liabilities:** $46677.33

**Net Assets:** $5881376.07

**Cash Not Reported:** $106084.72

**Monthly Return Information**

| Class               | Month 1 Return (%)   | Month 2 Return (%)   | Month 3 Return (%)   |
|:---|:---|:---|:---|
| Class ID C000229069 | 4.18%                | 0.76%                | -7.30%               |
| Class ID C000229072 | 4.19%                | 0.67%                | -7.22%               |
| Class ID C000229070 | 4.10%                | 0.67%                | -7.26%               |

**Monthly Gains & Losses**

| Period   | Net Realized Gain/Loss   | Net Unrealized Appreciation/Depreciation   |
|:---|:---|:---|
| Month 1  | $68649.27                | $149669.51                                 |
| Month 2  | $3818.31                 | $35469.07                                  |
| Month 3  | $-2956.85                | $-406109.71                                |

### Schedule of Portfolio Investments

| Name                                   | Title                                      | Identifiers                                   | Payoff Profile   | Asset Category   | Issuer Category   | Country   |   Balance | Units   | Value (USD)   | % of Net Assets   | Maturity Date   | Coupon Type   | Annualized Rate (%)   | Restricted?   |   Fair Value Level | Lending Status   |
|:---|:---|:---|:---|:---|:---|:---|---:|:---|:---|:---|:---|:---|:---|:---|---:|:---|
| Corvel Corp                            | Corvel Corp COM                            | CUSIP: 221006109<br>LEI: N/A                  | Long             | EC               | CORP              | US        |      1829 | NS      | $99954.85     | 1.70%             |  |  |  | No            |                  1 | On Loan: No      |
| First Financial Bankshares Inc         | First Financial Bankshares Inc COM         | CUSIP: 32020R109<br>LEI: 549300XN3GTGOENGNV49 | Long             | EC               | CORP              | US        |      3515 | NS      | $103516.75    | 1.76%             |  |  |  | No            |                  1 | On Loan: No      |
| JBT Marel Corp.                        | JBT Marel Corp. COM                        | CUSIP: 477839104<br>LEI: 5493007CT6ATBZ2L6826 | Long             | EC               | CORP              | US        |      1033 | NS      | $132089.71    | 2.25%             |  |  |  | No            |                  1 | On Loan: No      |
| Bank of Hawaii Corp.                   | Bank of Hawaii Corp. COM                   | CUSIP: 062540109<br>LEI: 5493006Q8BQ8AD8M2U33 | Long             | EC               | CORP              | US        |      2266 | NS      | $168250.50    | 2.86%             |  |  |  | No            |                  1 | On Loan: No      |
| Avery Dennison Corporation             | Avery Dennison Corporation COM             | CUSIP: 053611109<br>LEI: 549300PW7VPFCYKLIV37 | Long             | EC               | CORP              | US        |       843 | NS      | $145569.24    | 2.48%             |  |  |  | No            |                  1 | On Loan: No      |
| CACI International Inc.                | CACI International Inc. CL A               | CUSIP: 127190304<br>LEI: SYRPI2D1O9WRTS2WX210 | Long             | EC               | CORP              | US        |       564 | NS      | $306742.68    | 5.22%             |  |  |  | No            |                  1 | On Loan: No      |
| Zurn Elkay Water Solutions Corporation | Zurn Elkay Water Solutions Corporation COM | CUSIP: 98983L108<br>LEI: 549300AM3633XDFU1Q85 | Long             | EC               | CORP              | US        |      5029 | NS      | $225500.36    | 3.83%             |  |  |  | No            |                  1 | On Loan: No      |
| Armstrong World Industries, Inc.       | Armstrong World Industries, Inc. COM       | CUSIP: 04247X102<br>LEI: KXMRXXOJ88Q45Y45MG74 | Long             | EC               | CORP              | US        |      1251 | NS      | $206164.80    | 3.51%             |  |  |  | No            |                  1 | On Loan: No      |
| Thor Industries Inc.                   | Thor Industries Inc. COM                   | CUSIP: 885160101<br>LEI: 254900XZO1228PDSG060 | Long             | EC               | CORP              | US        |      1619 | NS      | $129341.91    | 2.20%             |  |  |  | No            |                  1 | On Loan: No      |
| The Toro Company                       | The Toro Company COM                       | CUSIP: 891092108<br>LEI: YJKE4YIT6BWQHVEW0D14 | Long             | EC               | CORP              | US        |      3161 | NS      | $295363.84    | 5.02%             |  |  |  | No            |                  1 | On Loan: No      |
| Graco Inc                              | Graco Inc COM                              | CUSIP: 384109104<br>LEI: 4T5VJ4S81BRT6Q7GGT78 | Long             | EC               | CORP              | US        |      2622 | NS      | $221952.30    | 3.77%             |  |  |  | No            |                  1 | On Loan: No      |
| Murphy USA Inc.                        | Murphy USA Inc. COM                        | CUSIP: 626755102<br>LEI: 549300Y081F8XIKQIO72 | Long             | EC               | CORP              | US        |       439 | NS      | $216852.83    | 3.69%             |  |  |  | No            |                  1 | On Loan: No      |
| BJ Wholesale Club Holdings Inc         | BJ Wholesale Club Holdings Inc COM         | CUSIP: 05550J101<br>LEI: 549300UCIWH1C93V0J03 | Long             | EC               | CORP              | US        |      2139 | NS      | $210520.38    | 3.58%             |  |  |  | No            |                  1 | On Loan: No      |
| Kadant Inc                             | Kadant Inc COM                             | CUSIP: 48282T104<br>LEI: 549300K06LNJYBMPYP15 | Long             | EC               | CORP              | US        |       621 | NS      | $181549.35    | 3.09%             |  |  |  | No            |                  1 | On Loan: No      |
| Houlihan Lokey Inc.                    | Houlihan Lokey Inc. CL A                   | CUSIP: 441593100<br>LEI: 549300S3CNGTQ1QZVY46 | Long             | EC               | CORP              | US        |      1112 | NS      | $159705.44    | 2.72%             |  |  |  | No            |                  1 | On Loan: No      |
| WD-40 Co.                              | WD-40 Co. COM                              | CUSIP: 929236107<br>LEI: 549300UZHTN0CNKBOB19 | Long             | EC               | CORP              | US        |       811 | NS      | $165395.34    | 2.81%             |  |  |  | No            |                  1 | On Loan: No      |
| RBC Bearings Inc                       | RBC Bearings Inc COM                       | CUSIP: 75524B104<br>LEI: N/A                  | Long             | EC               | CORP              | US        |       589 | NS      | $319897.68    | 5.44%             |  |  |  | No            |                  1 | On Loan: No      |
| Gentex Corp                            | Gentex Corp COM                            | CUSIP: 371901109<br>LEI: 549300S3UD8XV1MN0287 | Long             | EC               | CORP              | US        |      7630 | NS      | $166715.50    | 2.83%             |  |  |  | No            |                  1 | On Loan: No      |
| Pool Corporation                       | Pool Corporation COM                       | CUSIP: 73278L105<br>LEI: 5493005VZK1KMN6CO617 | Long             | EC               | CORP              | US        |       707 | NS      | $143047.31    | 2.43%             |  |  |  | No            |                  1 | On Loan: No      |
| Henry Jack & Associates Inc.           | Henry Jack & Associates Inc. COM           | CUSIP: 426281101<br>LEI: 529900X1QS8C54W0JB21 | Long             | EC               | CORP              | US        |      1314 | NS      | $207664.56    | 3.53%             |  |  |  | No            |                  1 | On Loan: No      |
| LPL Financial Holdings Inc.            | LPL Financial Holdings Inc. COM            | CUSIP: 50212V100<br>LEI: 549300XROQ4Y8G2L7682 | Long             | EC               | CORP              | US        |       706 | NS      | $212385.98    | 3.61%             |  |  |  | No            |                  1 | On Loan: No      |
| W.R. Berkley Corporation               | W.R. Berkley Corporation COM               | CUSIP: 084423102<br>LEI: SQOAGCLKBDWNVYV1OV80 | Long             | EC               | CORP              | US        |      3282 | NS      | $217530.96    | 3.70%             |  |  |  | No            |                  1 | On Loan: No      |
| H B Fuller Company                     | H B Fuller Company COM                     | CUSIP: 359694106<br>LEI: JSMX3Z5FOYM8V0Q52357 | Long             | EC               | CORP              | US        |      3068 | NS      | $189234.24    | 3.22%             |  |  |  | No            |                  1 | On Loan: No      |
| Prestige Consumer Healthcare Inc       | Prestige Consumer Healthcare Inc COM       | CUSIP: 74112D101<br>LEI: N/A                  | Long             | EC               | CORP              | US        |      2975 | NS      | $176328.25    | 3.00%             |  |  |  | No            |                  1 | On Loan: No      |
| Zebra Technologies Corporation         | Zebra Technologies Corporation CL A        | CUSIP: 989207105<br>LEI: PO0I32GKZ3HZMMDPZZ08 | Long             | EC               | CORP              | US        |       706 | NS      | $147610.48    | 2.51%             |  |  |  | No            |                  1 | On Loan: No      |
| Landstar System Inc.                   | Landstar System Inc. COM                   | CUSIP: 515098101<br>LEI: 254900CUQXQRL09MEI52 | Long             | EC               | CORP              | US        |      1187 | NS      | $190287.97    | 3.24%             |  |  |  | No            |                  1 | On Loan: No      |
| Lamar Advertising Company              | Lamar Advertising Company CL A             | CUSIP: 512816109<br>LEI: 529900Y8WW4MKVPTB543 | Long             | EC               | CORP              | US        |      1547 | NS      | $195943.02    | 3.33%             |  |  |  | No            |                  1 | On Loan: No      |
| TransUnion                             | TransUnion COM                             | CUSIP: 89400J107<br>LEI: 549300ZS772LUNUMRB03 | Long             | EC               | CORP              | US        |      3333 | NS      | $230610.27    | 3.92%             |  |  |  | No            |                  1 | On Loan: No      |
| Broadridge Financial Solutions Inc.    | Broadridge Financial Solutions Inc. COM    | CUSIP: 11133T103<br>LEI: 549300KZDJZQ2YIHRC28 | Long             | EC               | CORP              | US        |       759 | NS      | $123322.32    | 2.10%             |  |  |  | No            |                  1 | On Loan: No      |
| Watsco Inc                             | Watsco Inc COM                             | CUSIP: 942622200<br>LEI: 549300F1Y3LN5BX5WN75 | Long             | EC               | CORP              | US        |       552 | NS      | $200812.08    | 3.41%             |  |  |  | No            |                  1 | On Loan: No      |
| National Beverage Corp.                | National Beverage Corp. COM                | CUSIP: 635017106<br>LEI: 549300O9MZIQJI8TGV17 | Long             | EC               | CORP              | US        |      3520 | NS      | $118448.00    | 2.01%             |  |  |  | No            |                  1 | On Loan: No      |

### Signature

**Date Signed:** 2026-05-29

**Name of Applicant:** Virtus Equity Trust

**Signature:** Amy Hackett

**Name of Signer:** Amy Hackett

**Title:** Vice President and Assistant Treasurer