State of Wisconsin Investment Board
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State of Wisconsin Investment Board’s Moelis & Co MC Stock Holding History

State of Wisconsin Investment Board’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$644K Buy
9,845
+2,618
+36% +$172K ﹤0.01% 1997
2026
Q1 		$412K Buy
7,227
+3,192
+79% +$208K ﹤0.01% 2092
2025
Q4 		$277K Sell
4,035
-3,079
-43% -$205K ﹤0.01% 2189
2025
Q3 		$507K Sell
7,114
-6,093
-46% -$435K ﹤0.01% 1888
2025
Q2 		$823K Sell
13,207
-975
-7% -$54.7K ﹤0.01% 1655
2025
Q1 		$828K Buy
14,182
+3,528
+33% +$249K ﹤0.01% 1554
2024
Q4 		$787K Sell
10,654
-1,362
-11% -$98.6K ﹤0.01% 1615
2024
Q3 		$823K Buy
12,016
+200
+2% +$12.9K ﹤0.01% 1640
2024
Q2 		$672K Sell
11,816
-1,117
-9% -$60.4K ﹤0.01% 1696
2024
Q1 		$734K Sell
12,933
-2,281
-15% -$125K ﹤0.01% 1547
2023
Q4 		$854K Sell
15,214
-5,237
-26% -$246K ﹤0.01% 1439
2023
Q3 		$923K Buy
20,451
+15,392
+304% +$724K ﹤0.01% 1424
2023
Q2 		$229K Sell
5,059
-6,298
-55% -$251K ﹤0.01% 2090
2023
Q1 		$437K Sell
11,357
-17,931
-61% -$770K ﹤0.01% 1930
2022
Q4 		$1.12M Sell
29,288
-4,097
-12% -$166K ﹤0.01% 1454
2022
Q3 		$1.13M Sell
33,385
-1,390
-4% -$58.2K ﹤0.01% 1496
2022
Q2 		$1.37M Buy
34,775
+23,975
+222% +$1.05M ﹤0.01% 1484
2022
Q1 		$507K Buy
10,800
+5,600
+108% +$291K ﹤0.01% 1870
2021
Q4 		$325K Sell
5,200
-800
-13% -$53.6K ﹤0.01% 1887
2021
Q3 		$371K Hold
6,000
– – ﹤0.01% 1778
2021
Q2 		$341K Hold
6,000
– – ﹤0.01% 1855
2021
Q1 		$329K Sell
6,000
-1,000
-14% -$53.6K ﹤0.01% 1794
2020
Q4 		$327K Buy
+7,000
New +$282K ﹤0.01% 1735

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State of Wisconsin Investment Board's MC Position: Q2 2026 in Review

State of Wisconsin Investment Board increased its Moelis & Co (MC) stake by 36% in Q2 2026, buying an estimated $172K and bringing the position to 9,845 shares worth $644K. The position accounts for ﹤0.01% of the portfolio, ranked #1997.

State of Wisconsin Investment Board first reported a position in MC in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.37M in Q2 2022. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • State of Wisconsin Investment Board held 9,845 shares of Moelis & Co worth $644K as of Q2 2026.
  • State of Wisconsin Investment Board bought 2,618 Moelis & Co shares in Q2 2026, an estimated $172K.
  • Moelis & Co made up ﹤0.01% of State of Wisconsin Investment Board's portfolio in Q2 2026, its #1997 holding.
  • State of Wisconsin Investment Board first reported a position in Moelis & Co in Q4 2020 and has held it in 23 quarters since.
  • State of Wisconsin Investment Board's Moelis & Co position peaked at $1.37M in Q2 2022.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on State of Wisconsin Investment Board's 13F filing for Q2 2026, filed 14 Aug 2026.