WIM
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Waverton Investment Management’s CME Group CME Stock Holding History

Waverton Investment Management’s Portfolio CME Stock Details CME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,155,894
Closed -$312M – 18
2025
Q3 		$312M Buy
1,155,894
+95,587
+9% +$26M 4.02% 10
2025
Q2 		$292M Sell
1,060,307
-4,192
-0.4% -$1.14M 4.02% 6
2025
Q1 		$282M Buy
1,064,499
+46,233
+5% +$11.4M 4.37% 7
2024
Q4 		$237M Buy
1,018,266
+172,753
+20% +$39.7M 3.77% 7
2024
Q3 		$187M Sell
845,513
-1,763
-0.2% -$365K 3.06% 15
2024
Q2 		$167M Buy
847,276
+30,200
+4% +$6.24M 3.14% 14
2024
Q1 		$176M Sell
817,076
-15,172
-2% -$3.19M 3.65% 14
2023
Q4 		$175M Buy
832,248
+7,726
+0.9% +$1.65M 4.26% 8
2023
Q3 		$165M Buy
824,522
+17,789
+2% +$3.54M 4.77% 7
2023
Q2 		$149M Buy
806,733
+23,341
+3% +$4.31M 4.25% 8
2023
Q1 		$150M Buy
783,392
+25,596
+3% +$4.63M 4.63% 4
2022
Q4 		$127M Buy
757,796
+20,968
+3% +$3.64M 4.68% 4
2022
Q3 		$131M Buy
736,828
+12,546
+2% +$2.48M 5.34% 4
2022
Q2 		$148M Buy
724,282
+9,823
+1% +$2.08M 5.77% 3
2022
Q1 		$170M Buy
714,459
+5,882
+0.8% +$1.38M 5.73% 3
2021
Q4 		$162M Buy
708,577
+52,258
+8% +$11.5M 5.14% 7
2021
Q3 		$127M Buy
656,319
+24,281
+4% +$4.92M 5.01% 7
2021
Q2 		$134M Buy
632,038
+22,107
+4% +$4.67M 5.22% 4
2021
Q1 		$125M Buy
609,931
+182,683
+43% +$36M 5.41% 3
2020
Q4 		$77.8M Buy
+427,248
New +$72.7M 3.59% 16

Other funds holding CME

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Waverton Investment Management's CME Position: Q4 2025 in Review

Waverton Investment Management sold out of CME Group (CME) in Q4 2025, closing a stake of 1,155,894 shares — an estimated $312M sold.

Waverton Investment Management first reported a position in CME in Q4 2020 and held it in 20 quarters. The position peaked at $312M in Q3 2025. 1,731 funds tracked by Wall St. Rank hold CME as of Q4 2025.

  • Waverton Investment Management reported no remaining CME Group position as of Q4 2025 after selling out during the quarter.
  • Waverton Investment Management sold 1,155,894 CME Group shares in Q4 2025, an estimated $312M.
  • Waverton Investment Management first reported a position in CME Group in Q4 2020 and held it in 20 quarters.
  • Waverton Investment Management's CME Group position peaked at $312M in Q3 2025.
  • 1,731 funds tracked by Wall St. Rank held CME Group as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.