WA
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WPG Advisers’s Moelis & Co MC Stock Holding History

WPG Advisers’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10K Buy
153
+2
+1% +$131 0.01% 765
2026
Q1 		$8.61K Sell
151
-12
-7% -$780 0.01% 726
2025
Q4 		$11.2K Sell
163
-66
-29% -$4.41K 0.01% 673
2025
Q3 		$16.3K Buy
229
+66
+40% +$4.71K 0.01% 556
2025
Q2 		$10.2K Buy
163
+38
+30% +$2.13K 0.01% 651
2025
Q1 		$7.29K Sell
125
-8
-6% -$564 0.01% 743
2024
Q4 		$9.83K Buy
+133
New +$9.62K 0.01% 628

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

WPG Advisers's MC Position: Q2 2026 in Review

WPG Advisers increased its Moelis & Co (MC) stake by 1.3% in Q2 2026, buying an estimated $131 and bringing the position to 153 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #765.

WPG Advisers first reported a position in MC in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.3K in Q3 2025. 192 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • WPG Advisers held 153 shares of Moelis & Co worth $10K as of Q2 2026.
  • WPG Advisers bought 2 Moelis & Co shares in Q2 2026, an estimated $131.
  • Moelis & Co made up 0.01% of WPG Advisers's portfolio in Q2 2026, its #765 holding.
  • WPG Advisers first reported a position in Moelis & Co in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Moelis & Co position peaked at $16.3K in Q3 2025.
  • 192 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.