WPI
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Walter Public Investments’s MSCI MSCI Stock Holding History

Walter Public Investments’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-23,265
Closed -$14M – 44
2024
Q4 		$14M Buy
23,265
+3,634
+19% +$2.18M 2.5% 23
2024
Q3 		$11.4M Sell
19,631
-4,639
-19% -$2.52M 2% 29
2024
Q2 		$11.7M Buy
24,270
+5,989
+33% +$2.97M 2.24% 23
2024
Q1 		$10.2M Buy
18,281
+139
+0.8% +$78.1K 2% 26
2023
Q4 		$10.3M Hold
18,142
– – 2.16% 26
2023
Q3 		$9.31M Sell
18,142
-412
-2% -$216K 2.21% 25
2023
Q2 		$8.71M Sell
18,554
-4,061
-18% -$1.98M 1.94% 27
2023
Q1 		$12.7M Sell
22,615
-552
-2% -$292K 3.82% 12
2022
Q4 		$10.8M Sell
23,167
-325
-1% -$151K 3.58% 17
2022
Q3 		$9.91M Buy
23,492
+171
+0.7% +$78.3K 3.48% 16
2022
Q2 		$10.5M Buy
23,321
+5,226
+29% +$2.28M 3.77% 13
2022
Q1 		$7.82M Buy
+18,095
New +$9.38M 2.64% 20

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Walter Public Investments's MSCI Position: Q1 2025 in Review

Walter Public Investments sold out of MSCI (MSCI) in Q1 2025, closing a stake of 23,265 shares — an estimated $14M sold.

Walter Public Investments first reported a position in MSCI in Q1 2022 and held it in 12 quarters. The position peaked at $14M in Q4 2024. 1,078 funds tracked by Wall St. Rank hold MSCI as of Q1 2025.

  • Walter Public Investments reported no remaining MSCI position as of Q1 2025 after selling out during the quarter.
  • Walter Public Investments sold 23,265 MSCI shares in Q1 2025, an estimated $14M.
  • Walter Public Investments first reported a position in MSCI in Q1 2022 and held it in 12 quarters.
  • Walter Public Investments's MSCI position peaked at $14M in Q4 2024.
  • 1,078 funds tracked by Wall St. Rank held MSCI as of Q1 2025.

Based on Walter Public Investments's 13F filing for Q1 2025, filed 30 Apr 2025.