WPG Advisers’s MSCI MSCI Stock Holding History

WPG Advisers’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	$54.9K	Hold	98	–	–	0.03%	290
2026 Q1	$52.8K	Sell	98 -6	-6%	-$3.38K	0.04%	273
2025 Q4	$59.7K	Buy	104 +9	+9%	+$5.05K	0.04%	257
2025 Q3	$53.9K	Sell	95 -7	-7%	-$3.96K	0.04%	275
2025 Q2	$58.8K	Sell	102 -8	-7%	-$4.43K	0.05%	243
2025 Q1	$62.2K	Sell	110 -21	-16%	-$12.2K	0.06%	227
2024 Q4	$78.6K	Buy	+131	New	+$78.6K	0.07%	207

Other funds holding MSCI

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

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

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

WPG Advisers's MSCI Position: Q2 2026 in Review

WPG Advisers held its MSCI (MSCI) position steady in Q2 2026 at 98 shares worth $54.9K. The position accounts for 0.03% of the portfolio, ranked #290.

WPG Advisers first reported a position in MSCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $78.6K in Q4 2024. 565 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

WPG Advisers held 98 shares of MSCI worth $54.9K as of Q2 2026.
WPG Advisers left its MSCI share count unchanged in Q2 2026.
MSCI made up 0.03% of WPG Advisers's portfolio in Q2 2026, its #290 holding.
WPG Advisers first reported a position in MSCI in Q4 2024 and has held it in 7 quarters since.
WPG Advisers's MSCI position peaked at $78.6K in Q4 2024.
565 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

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