WESPAC Advisors’s CME Group CME Stock Holding History

WESPAC Advisors’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	-3,428	Closed	-$926K	–	189
2025 Q3	$926K	Sell	3,428 -25	-0.7%	-$6.8K	0.54%	63
2025 Q2	$952K	Sell	3,453 -397	-10%	-$108K	0.67%	56
2025 Q1	$1.02M	Buy	+3,850	New	+$950K	0.83%	36
2018 Q4	–	Sell	-2,986	Closed	-$508K	–	110
2018 Q3	$508K	Buy	2,986 +964	+48%	+$162K	0.3%	94
2018 Q2	$331K	Sell	2,022 -939	-32%	-$153K	0.34%	83
2018 Q1	$479K	Buy	2,961 +1,172	+66%	+$187K	0.29%	97
2017 Q4	$261K	Sell	1,789 -1,600	-47%	-$228K	0.24%	102
2017 Q3	$460K	Buy	3,389 +7	+0.2%	+$884	0.3%	96
2017 Q2	$424K	Buy	3,382 +964	+40%	+$115K	0.29%	99
2017 Q1	$287K	Sell	2,418 -276	-10%	-$33.2K	0.33%	91
2016 Q4	$311K	Buy	+2,694	New	+$300K	0.35%	82
2016 Q1	–	Sell	-16,811	Closed	-$1.52M	–	95
2015 Q4	$1.52M	Buy	16,811 +3,441	+26%	+$324K	1.76%	21
2015 Q3	$1.24M	Sell	13,370 -6,648	-33%	-$632K	2.18%	20
2015 Q2	$1.86M	Buy	+20,018	New	+$1.87M	1.4%	28

Other funds holding CME

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WESPAC Advisors's CME Position: Q4 2025 in Review

WESPAC Advisors sold out of CME Group (CME) in Q4 2025, closing a stake of 3,428 shares — an estimated $926K sold.

WESPAC Advisors first reported a position in CME in Q2 2015 and held it in 14 quarters. The position peaked at $1.86M in Q2 2015. 1,736 funds tracked by Wall St. Rank hold CME as of Q4 2025.

WESPAC Advisors reported no remaining CME Group position as of Q4 2025 after selling out during the quarter.
WESPAC Advisors sold 3,428 CME Group shares in Q4 2025, an estimated $926K.
WESPAC Advisors first reported a position in CME Group in Q2 2015 and held it in 14 quarters.
WESPAC Advisors's CME Group position peaked at $1.86M in Q2 2015.
1,736 funds tracked by Wall St. Rank held CME Group as of Q4 2025.

Based on WESPAC Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.