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State of Wyoming’s Moelis & Co MC Stock Holding History

State of Wyoming’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 		$771K Buy
11,778
+7,412
+170% +$486K 0.08% 205
2026
Q1 		$249K Sell
4,366
-11,228
-72% -$730K 0.03% 797
2025
Q4 		$1.07M Buy
15,594
+6,135
+65% +$409K 0.12% 82
2025
Q3 		$675K Sell
9,459
-768
-8% -$54.8K 0.08% 187
2025
Q2 		$637K Sell
10,227
-4,373
-30% -$245K 0.08% 179
2025
Q1 		$852K Buy
14,600
+4,163
+40% +$294K 0.11% 87
2024
Q4 		$771K Buy
10,437
+8,770
+526% +$635K 0.1% 119
2024
Q3 		$114K Buy
1,667
+84
+5% +$5.42K 0.02% 1038
2024
Q2 		$90K Buy
+1,583
New +$85.5K 0.01% 1078
2023
Q2 		– Sell
-714
Closed -$27.4K – 1696
2023
Q1 		$27.4K Buy
+714
New +$30.7K 0.01% 1332
2022
Q3 		– Sell
-421
Closed -$17K – 1760
2022
Q2 		$17K Sell
421
-3,141
-88% -$137K 0.01% 1501
2022
Q1 		$167K Sell
3,562
-503
-12% -$26.1K 0.08% 283
2021
Q4 		$254K Buy
+4,065
New +$272K 0.12% 142

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

State of Wyoming's MC Position: Q2 2026 in Review

State of Wyoming increased its Moelis & Co (MC) stake by 170% in Q2 2026, buying an estimated $486K and bringing the position to 11,778 shares worth $771K. The position accounts for 0.08% of the portfolio, ranked #205.

State of Wyoming first reported a position in MC in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.07M in Q4 2025. 192 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • State of Wyoming held 11,778 shares of Moelis & Co worth $771K as of Q2 2026.
  • State of Wyoming bought 7,412 Moelis & Co shares in Q2 2026, an estimated $486K.
  • Moelis & Co made up 0.08% of State of Wyoming's portfolio in Q2 2026, its #205 holding.
  • State of Wyoming first reported a position in Moelis & Co in Q4 2021 and has held it in 13 quarters since.
  • State of Wyoming's Moelis & Co position peaked at $1.07M in Q4 2025.
  • 192 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on State of Wyoming's 13F filing for Q2 2026, filed 6 Aug 2026.