Wilson Asset Management’s MSCI MSCI Stock Holding History

Wilson Asset Management’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	$12.9M	Sell	22,985 -6,447	-22%	-$3.76M	3.54%	12
2026 Q1	$15.9M	Sell	29,432 -5,387	-15%	-$3.04M	4.48%	8
2025 Q4	$20M	Hold	34,819	–	–	5.13%	5
2025 Q3	$19.8M	Hold	34,819	–	–	4.89%	5
2025 Q2	$20.1M	Buy	34,819 +3,587	+11%	+$1.99M	4.94%	8
2025 Q1	$17.7M	Hold	31,232	–	–	4.72%	7
2024 Q4	$18.7M	Sell	31,232 -10,551	-25%	-$6.33M	4.86%	6
2024 Q3	$24.4M	Buy	41,783 +2,874	+7%	+$1.56M	5.91%	2
2024 Q2	$18.7M	Buy	+38,909	New	+$19.3M	4.91%	6

Other funds holding MSCI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Wilson Asset Management's MSCI Position: Q2 2026 in Review

Wilson Asset Management reduced its MSCI (MSCI) stake by 22% in Q2 2026, selling an estimated $3.76M and leaving 22,985 shares worth $12.9M. The position accounts for 3.54% of the portfolio, ranked #12.

Wilson Asset Management first reported a position in MSCI in Q2 2024 and has held it in 9 quarters since. The position peaked at $24.4M in Q3 2024. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Wilson Asset Management held 22,985 shares of MSCI worth $12.9M as of Q2 2026.
Wilson Asset Management sold 6,447 MSCI shares in Q2 2026, an estimated $3.76M.
MSCI made up 3.54% of Wilson Asset Management's portfolio in Q2 2026, its #12 holding.
Wilson Asset Management first reported a position in MSCI in Q2 2024 and has held it in 9 quarters since.
Wilson Asset Management's MSCI position peaked at $24.4M in Q3 2024.
1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Wilson Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.