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Wilmington Savings Fund Society’s MSCI MSCI Stock Holding History

Wilmington Savings Fund Society’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
Q2 		$56K Sell
100
-12
-11% -$7K ﹤0.01% 869
2026
Q1 		$60.4K Buy
112
+30
+37% +$16.9K ﹤0.01% 843
2025
Q4 		$47K Hold
82
– – ﹤0.01% 894
2025
Q3 		$46.5K Sell
82
-975
-92% -$551K ﹤0.01% 908
2025
Q2 		$610K Buy
1,057
+166
+19% +$91.9K 0.01% 533
2025
Q1 		$504K Sell
891
-35
-4% -$20.3K 0.01% 577
2024
Q4 		$556K Buy
926
+7
+0.8% +$4.2K 0.01% 551
2024
Q3 		$536K Buy
919
+191
+26% +$104K 0.01% 553
2024
Q2 		$351K Sell
728
-123
-14% -$61K 0.01% 294
2024
Q1 		$477K Buy
+851
New +$478K 0.02% 266
2023
Q3 		$437K Hold
851
– – 0.02% 266
2023
Q2 		$399K Buy
851
+123
+17% +$60K 0.02% 284
2023
Q1 		$407K Hold
728
– – 0.02% 276
2022
Q4 		$339K Hold
728
– – 0.02% 288
2022
Q3 		$307K Hold
728
– – 0.02% 299
2022
Q2 		$300K Hold
728
– – 0.01% 310
2022
Q1 		$366K Sell
728
-177
-20% -$91.8K 0.01% 300
2021
Q4 		$554K Hold
905
– – 0.02% 274
2021
Q3 		$551K Hold
905
– – 0.02% 277
2021
Q2 		$482K Hold
905
– – 0.02% 284
2021
Q1 		$379K Hold
905
– – 0.02% 302
2020
Q4 		$404K Sell
905
-10
-1% -$3.92K 0.02% 292
2020
Q3 		$326K Buy
915
+10
+1% +$3.63K 0.02% 296
2020
Q2 		$302K Hold
905
– – 0.01% 304
2020
Q1 		$262K Sell
905
-3
-0.3% -$850 0.02% 303
2019
Q4 		$234K Buy
+908
New +$221K 0.01% 320

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wilmington Savings Fund Society's MSCI Position: Q2 2026 in Review

Wilmington Savings Fund Society reduced its MSCI (MSCI) stake by 11% in Q2 2026, selling an estimated $7K and leaving 100 shares worth $56K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Wilmington Savings Fund Society first reported a position in MSCI in Q4 2019 and has held it in 26 quarters since. The position peaked at $610K in Q2 2025. 1,078 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Wilmington Savings Fund Society held 100 shares of MSCI worth $56K as of Q2 2026.
  • Wilmington Savings Fund Society sold 12 MSCI shares in Q2 2026, an estimated $7K.
  • MSCI made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #869 holding.
  • Wilmington Savings Fund Society first reported a position in MSCI in Q4 2019 and has held it in 26 quarters since.
  • Wilmington Savings Fund Society's MSCI position peaked at $610K in Q2 2025.
  • 1,078 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.