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Wedbush Securities’s MSCI MSCI Stock Holding History

Wedbush Securities’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
2026
Q1 		$212K Buy
393
+41
+12% +$23.1K 0.01% 1098
2025
Q4 		$202K Sell
352
-9
-2% -$5.05K 0.01% 1113
2025
Q3 		$205K Sell
361
-146
-29% -$82.5K 0.01% 1067
2025
Q2 		$292K Sell
507
-1
-0.2% -$553 0.01% 853
2025
Q1 		$287K Sell
508
-25
-5% -$14.5K 0.01% 842
2024
Q4 		$320K Buy
533
+164
+44% +$98.4K 0.01% 791
2024
Q3 		$215K Buy
+369
New +$200K 0.01% 962
2021
Q3 		– Sell
-637
Closed -$340K – 1221
2021
Q2 		$340K Buy
637
+18
+3% +$8.58K 0.02% 804
2021
Q1 		$260K Buy
+619
New +$260K 0.01% 876

Other funds holding MSCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wedbush Securities's MSCI Position: Q1 2026 in Review

Wedbush Securities increased its MSCI (MSCI) stake by 12% in Q1 2026, buying an estimated $23.1K and bringing the position to 393 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #1098.

Wedbush Securities first reported a position in MSCI in Q1 2021 and has held it in 9 quarters since. The position peaked at $340K in Q2 2021. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Wedbush Securities held 393 shares of MSCI worth $212K as of Q1 2026.
  • Wedbush Securities bought 41 MSCI shares in Q1 2026, an estimated $23.1K.
  • MSCI made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #1098 holding.
  • Wedbush Securities first reported a position in MSCI in Q1 2021 and has held it in 9 quarters since.
  • Wedbush Securities's MSCI position peaked at $340K in Q2 2021.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.