EDF on NYSE

Virtus Stone Harbor Emerging Markets Income Fund

Fund registered in the United States, based in Hartford, active since 2010. Summary from the record

Price unavailable

Last updated Oct 19, 2026.

Overview

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  • TickerEDF on NYSE2
  • HeadquartersHartford, United States2
  • Incorporated inMA3
  • Business address101 Munson Street, Suite 104, Greenfield, Ma 013013
  • Legal formFUND2
  • Kind of organizationFund2
  • LEIXXFOYQ5TGUGS75Z22C462
  • StatusActive2
  • LEI statusIssued and current2
  • Registered addressC/O CORPORATION SERVICE COMPANY, 02109 Boston, United States2
  • Registered withSecurities and Exchange Commission, 00015011032

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Leadership

Who has led Virtus Stone Harbor Emerging Markets Income Fund, and when. Pick a name to see everywhere that person has worked.

Chief executive

  1. Peter Wilby2010–2011
  2. George R. Aylward Jr.2022

President

  1. Peter Wilby2010–2011
  2. George R. Aylward Jr.2022
201520202025
Board members and other officers (31)

Former names

  • Stone Harbor Emerging Markets Income FundOct 7, 2010 to Apr 29, 20223
  • Stone Harbor Emerging Markets Fixed Income FundSep 14, 2010 to Oct 29, 20103

Timeline

  1. Apr 18, 2022New chief executive George R. Aylward Jr. becomes CEO4
  2. Dec 21, 2010New chief executive Peter Wilby becomes CEO5
  3. Sep 10, 2010Founded Virtus Stone Harbor Emerging Markets Income Fund is founded2

Filings

108 filings to the SEC since October 2021: 24 insider forms, 13 large holders, 71 other. The latest 20:

  1. Aug 27, 2026N-PX EDGAR
  2. Aug 24, 20264 EDGAR
  3. Aug 5, 2026N-CSRS VIRTUS STONE HARBOR EMERGING MARKET INCOME EDGAR
  4. Jul 30, 2026NPORT-P EDGAR
  5. Jul 14, 2026SCHEDULE 13G/A EDGAR
  6. Apr 28, 2026NPORT-P EDGAR
  7. Mar 6, 2026SCHEDULE 13G/A EDGAR
  8. Feb 13, 2026N-CEN EDGAR
  9. Feb 6, 2026N-CSR VIRTUS STONE HARBOR EMERGING MARKETS INCOME EDGAR
  10. Jan 27, 2026NPORT-P EDGAR
  11. Jan 14, 2026SCHEDULE 13G/A EDGAR
  12. Oct 29, 2025NPORT-P EDGAR
  13. Sep 16, 20254 EDGAR
  14. Aug 25, 2025N-PX EDGAR
  15. Aug 7, 2025N-CSRS VIRTUS STONE HARBOR EMERGING MARKET INCOME EDGAR
  16. Jul 23, 2025NPORT-P EDGAR
  17. Jul 21, 2025SCHEDULE 13G/A EDGAR
  18. Apr 28, 2025NPORT-P EDGAR
  19. Apr 16, 2025SCHEDULE 13G/A EDGAR
  20. Feb 13, 2025N-CEN EDGAR

The 108 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

10 open-market trades by officers, directors and large owners since October 2021: 9 buys and 1 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Aug 20, 2026MCDANIEL CONNIE DDirectorBuy1,367$5.20$7.1KForm 4
Sep 15, 2025MCDANIEL CONNIE DDirectorBuy1,107$4.98$5.5KForm 4
Nov 21, 2023ZINO BRIAN TDirectorBuy2,500$4.20$10.5KForm 4
Jan 23, 2023BURKE DONALD CDirectorBuy1,000$5.36$5.4KForm 4
Nov 30, 2022MALLIN JOHN RDirectorBuy2,515$4.13$10.4KForm 4
Feb 28, 2022MCLENDON HEATH BBuy500$6.11$3.1KForm 4
Feb 14, 2022MCLENDON HEATH BBuy500$6.47$3.2KForm 4
Jan 24, 2022CRAIGE JAMES EExecutive Vice PresidentBuy40,100$6.01$241.2KForm 4
Dec 21, 2021CRAIGE JAMES EExecutive Vice PresidentBuy8,000$6.53$52.2KForm 4
Dec 10, 2021BROTT ALANSale2,622$6.62$17.4KForm 4

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 45. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
Morgan Stanley1,032,718$5.8M0.0%+26,516
J.w. Cole Advisors, Inc.348,927$1.9M0.0%New
Guggenheim Capital LLC290,241$1.6M0.0%+125,477
LPL Financial LLC231,796$1.3M0.0%−5,343
Raymond James Financial Inc204,258$1.1M0.0%+9,780
Baird Financial Group, Inc.202,214$1.1M0.0%+3,953
Eclectic Associates Inc /adv127,002$708.7K0.1%+3,524
HighTower Advisors, LLC107,652$600.7K0.0%+94,000
Dynamic Advisor Solutions LLC92,964$518.7K0.0%−2,444
Kestra Advisory Services, LLC91,185$508.8K0.0%−46,723
Moors & Cabot, Inc.87,125$486.2K0.0%−7,451
CoreCap Advisors, LLC80,716$450.4K0.0%+55,777
Invesco Ltd.49,923$278.6K0.0%+26,383
Private Advisor Group, LLC49,685$277.2K0.0%+10,000
NewEdge Advisors, LLC38,424$214.4K0.0%−58,481
Jane Street Group, LLC30,890$172.4K0.0%New
Kestra Private Wealth Services, LLC28,039$156.5K0.0%−245
Wells Fargo & Company/mn27,455$153.2K0.0%−4,359
UBS Group AG24,235$135.2K0.0%+8,022
Kovack Advisors, Inc.23,686$132.2K0.0%+7,573
Creative Financial Designs Inc /adv21,847$121.9K0.0%+66
Melfa Wealth Management, Inc.21,557$120.3K0.1%No change
Ameritas Advisory Services, LLC21,027$117.3K0.0%+10,184
Northwestern Mutual Wealth Management Co17,305$96.6K0.0%No change
Stifel Financial Corp17,123$95.5K0.0%No change

13F reports cover disclosed long positions in U.S. stocks only.

Sources

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