# EDGAR Filing Document

**Accession Number:** 0000034273
**File Stem:** 0000940400-26-022794
**Filing Date:** 2026-6
**Character Count:** 13929
**Document Hash:** 89c6cfba355914991f66dc0d4707bf27
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000940400-26-022794.hdr.sgml**: 20260601

**ACCESSION NUMBER**: 0000940400-26-022794

**CONFORMED SUBMISSION TYPE**: NPORT-P

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260601

**DATE AS OF CHANGE**: 20260601

**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:** 261048453

**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 Growth Fund (Series ID: S000070232)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000223337 | Class I      | VIKSX           |
| C000223338 | Class R6     | VRKSX           |
| C000223339 | Class A      | VAKSX           |

## 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 Growth Fund

- **b. EDGAR series identifier (if any):** S000070232

- **c. LEI of Series:** 549300PPA2XA5NY29T36

**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:** $5844438.65

**Total Liabilities:** $47102.93

**Net Assets:** $5797335.72

**Cash Not Reported:** $301897.55

**Monthly Return Information**

| Class               | Month 1 Return (%)   | Month 2 Return (%)   | Month 3 Return (%)   |
|:---|:---|:---|:---|
| Class ID C000223339 | -0.89%               | 0.50%                | -8.85%               |
| Class ID C000223338 | -0.88%               | 0.49%                | -8.71%               |
| Class ID C000223337 | -0.88%               | 0.59%                | -8.82%               |

**Monthly Gains & Losses**

| Period   | Net Realized Gain/Loss   | Net Unrealized Appreciation/Depreciation   |
|:---|:---|:---|
| Month 1  | $55560.98                | $-80470.74                                 |
| Month 2  | $-129793.41              | $157858.36                                 |
| Month 3  | $41900.08                | $-545103.32                                |

### 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   |
|:---|:---|:---|:---|:---|:---|:---|---:|:---|:---|:---|:---|:---|:---|:---|---:|:---|
| Houlihan Lokey Inc.                       | Houlihan Lokey Inc. CL A                            | CUSIP: 441593100<br>LEI: 549300S3CNGTQ1QZVY46 | Long             | EC               | CORP              | US        |      1106 | NS      | $158843.72    | 2.74%             |  |  |  | No            |                  1 | On Loan: No      |
| Ollies Bargain Outlet Holdings Inc.       | Ollies Bargain Outlet Holdings Inc. COM             | CUSIP: 681116109<br>LEI: 529900YO5DSQCPEFDZ05 | Long             | EC               | CORP              | US        |      2378 | NS      | $218871.12    | 3.78%             |  |  |  | No            |                  1 | On Loan: No      |
| Installed Building Products Inc           | Installed Building Products Inc COM                 | CUSIP: 45780R101<br>LEI: 549300I95Y9P9YM5FI86 | Long             | EC               | CORP              | US        |       535 | NS      | $141855.25    | 2.45%             |  |  |  | No            |                  1 | On Loan: No      |
| Ryan Specialty Holdings Inc               | Ryan Specialty Holdings Inc CL A                    | CUSIP: 78351F107<br>LEI: N/A                  | Long             | EC               | CORP              | US        |      5347 | NS      | $180407.78    | 3.11%             |  |  |  | No            |                  1 | On Loan: No      |
| The New York Times Company                | The New York Times Company CL A                     | CUSIP: 650111107<br>LEI: 529900J1WEMMIW7BOH57 | Long             | EC               | CORP              | US        |      2473 | NS      | $207064.29    | 3.57%             |  |  |  | No            |                  1 | On Loan: No      |
| Aaon Inc                                  | Aaon Inc COM PAR $0.004                             | CUSIP: 000360206<br>LEI: 549300ZHF0E5VM7PUD37 | Long             | EC               | CORP              | US        |      2755 | NS      | $227976.25    | 3.93%             |  |  |  | No            |                  1 | On Loan: No      |
| HINGE HEALTH INC                          | Hinge Health, Inc. CL A                             | CUSIP: 433313103<br>LEI: N/A                  | Long             | EC               | CORP              | US        |      4670 | NS      | $180075.20    | 3.11%             |  |  |  | No            |                  1 | On Loan: No      |
| UL Solutions Inc.                         | UL Solutions Inc. CLASS A COM SHS                   | CUSIP: 903731107<br>LEI: 549300F7CUV5ESKV9P71 | Long             | EC               | CORP              | US        |      2666 | NS      | $228502.86    | 3.94%             |  |  |  | No            |                  1 | On Loan: No      |
| CELSIUS HOLDINGS INC                      | Celsius Holdings Inc. COM NEW                       | CUSIP: 15118V207<br>LEI: N/A                  | Long             | EC               | CORP              | US        |      3169 | NS      | $112436.12    | 1.94%             |  |  |  | No            |                  1 | On Loan: No      |
| Teledyne Technologies Inc                 | Teledyne Technologies Inc COM                       | CUSIP: 879360105<br>LEI: 549300VSMO9KYQWDND94 | Long             | EC               | CORP              | US        |       466 | NS      | $281934.66    | 4.86%             |  |  |  | No            |                  1 | On Loan: No      |
| West Pharmaceutical Services Incorporated | West Pharmaceutical Services Incorporated COM       | CUSIP: 955306105<br>LEI: 5493007NKRGM1RJQ1P16 | Long             | EC               | CORP              | US        |      1139 | NS      | $285478.96    | 4.92%             |  |  |  | No            |                  1 | On Loan: No      |
| Watts Water Technologies Inc.             | Watts Water Technologies Inc. CL A                  | CUSIP: 942749102<br>LEI: 549300REJOO94ERQN318 | Long             | EC               | CORP              | US        |       595 | NS      | $172722.55    | 2.98%             |  |  |  | No            |                  1 | On Loan: No      |
| Dreyfus Government Cash Management Funds  | Dreyfus Government Cash Management Funds SH BEN INT | CUSIP: 262006208<br>LEI: 5493000Q69I5Q3QZIA91 | Long             | STIV             | RF                | US        |     45715 | NS      | $45714.67     | 0.79%             |  |  |  | No            |                  1 | On Loan: No      |
| Simpson Manufacturing Co Inc.             | Simpson Manufacturing Co Inc. COM                   | CUSIP: 829073105<br>LEI: 529900EJUNNL15LZ8056 | Long             | EC               | CORP              | US        |      1297 | NS      | $222591.14    | 3.84%             |  |  |  | No            |                  1 | On Loan: No      |
| Verisk Analytics, Inc.                    | Verisk Analytics, Inc. COM                          | CUSIP: 92345Y106<br>LEI: 549300I1YSWNIRKBWP67 | Long             | EC               | CORP              | US        |       886 | NS      | $168118.50    | 2.90%             |  |  |  | No            |                  1 | On Loan: No      |
| Lemaitre Vascular Inc.                    | Lemaitre Vascular Inc. COM                          | CUSIP: 525558201<br>LEI: 549300FZUBUB7MHY8R17 | Long             | EC               | CORP              | US        |      3139 | NS      | $342684.63    | 5.91%             |  |  |  | No            |                  1 | On Loan: No      |
| Healthequity Inc                          | Healthequity Inc COM                                | CUSIP: 42226A107<br>LEI: 529900LRJU1RAFQHM467 | Long             | EC               | CORP              | US        |      2993 | NS      | $250125.01    | 4.31%             |  |  |  | No            |                  1 | On Loan: No      |
| SHARKNINJA INC                            | Sharkninja Inc. COM SHS                             | CUSIP: 000000000<br>LEI: N/A                  | Long             | EC               | CORP              | KY        |      1671 | NS      | $176958.90    | 3.05%             |  |  |  | No            |                  1 | On Loan: No      |
| Enerpac Tool Group Corp                   | Enerpac Tool Group Corp CL A COM                    | CUSIP: 292765104<br>LEI: IZW37BPZKUJE1QXGB081 | Long             | EC               | CORP              | US        |      4821 | NS      | $175821.87    | 3.03%             |  |  |  | No            |                  1 | On Loan: No      |
| Descartes Systems Group Inc.              | Descartes Systems Group Inc. COM                    | CUSIP: 249906108<br>LEI: 875500NEPA7JI5EOMN45 | Long             | EC               | CORP              | CA        |      2695 | NS      | $192854.20    | 3.33%             |  |  |  | No            |                  1 | On Loan: No      |
| Saia Inc                                  | Saia Inc COM                                        | CUSIP: 78709Y105<br>LEI: 549300WNPG4N9GBOYB29 | Long             | EC               | CORP              | US        |       529 | NS      | $185827.12    | 3.21%             |  |  |  | No            |                  1 | On Loan: No      |
| Heico Corp                                | Heico Corp CL A                                     | CUSIP: 422806208<br>LEI: 529900O1DTDLCJ7L0I14 | Long             | EC               | CORP              | US        |      1350 | NS      | $284971.50    | 4.92%             |  |  |  | No            |                  1 | On Loan: No      |
| Iradimed Corp.                            | Iradimed Corp. COM                                  | CUSIP: 46266A109<br>LEI: 549300YVHWP0YJ1YW816 | Long             | EC               | CORP              | US        |      1449 | NS      | $139480.74    | 2.41%             |  |  |  | No            |                  1 | On Loan: No      |
| Moelis & Co.                              | Moelis & Co. CL A                                   | CUSIP: 60786M105<br>LEI: 549300891QNU7VTQUR83 | Long             | EC               | CORP              | US        |      3484 | NS      | $198588.00    | 3.43%             |  |  |  | No            |                  1 | On Loan: No      |
| Bentley Systems Incorporated              | Bentley Systems Incorporated COM CL B               | CUSIP: 08265T208<br>LEI: 549300WVEHPGE0Z56F71 | Long             | EC               | CORP              | US        |      5285 | NS      | $185609.20    | 3.20%             |  |  |  | No            |                  1 | On Loan: No      |
| Advanced Drainage System Inc              | Advanced Drainage System Inc COM                    | CUSIP: 00790R104<br>LEI: 6QQTOZ5MF5DHM7K92I60 | Long             | EC               | CORP              | US        |      1526 | NS      | $209260.38    | 3.61%             |  |  |  | No            |                  1 | On Loan: No      |
| Henry Jack & Associates Inc.              | Henry Jack & Associates Inc. COM                    | CUSIP: 426281101<br>LEI: 529900X1QS8C54W0JB21 | Long             | EC               | CORP              | US        |      1108 | NS      | $175108.32    | 3.02%             |  |  |  | No            |                  1 | On Loan: No      |
| Ncino Inc.                                | Ncino Inc. COM                                      | CUSIP: 63947X101<br>LEI: 549300WVRR2WR3L6MZ46 | Long             | EC               | CORP              | US        |      9235 | NS      | $138340.30    | 2.39%             |  |  |  | No            |                  1 | On Loan: No      |

### Signature

**Date Signed:** 2026-06-01

**Name of Applicant:** Virtus Equity Trust

**Signature:** Amy Hackett

**Name of Signer:** Amy Hackett

**Title:** Vice President and Assistant Treasurer