Position in MSCI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$6,041,711
+$759,413 QoQ
Shares Held
10,788
+10.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#313
of 1,074 holders
Holding Since
Jun 2021
13 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $155,919,540 across 11 Financial Data & Stock Exchanges names. MSCI ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
390,916 | $30,811,999 | |
| 2 | MCO |
Moodys Corp /De/
|
54,203 | $24,549,622 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
|
92,310 | $22,400,867 | |
| 4 | CME |
Cme Group Inc.
|
94,881 | $20,952,571 | |
| 5 | SPGI |
S&P Global Inc.
|
56,121 | $20,457,397 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
141,227 | $17,386,455 | |
| 7 | FDS |
Factset Research Systems Inc
|
32,095 | $7,384,417 | |
| 8 | MSCI |
MSCI Inc.
This page
|
10,788 | $6,041,711 |
All Filings in MSCI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,041,711 | 10,788 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $5,282,298 | 9,800 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $5,136,604 | 8,953 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $4,996,612 | 8,806 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,747,214 | 9,965 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $7,782,411 | 13,762 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $4,019,466 | 6,699 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $2,260,602 | 3,878 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,604,709 | 3,331 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,026,026 | 3,615 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,951,492 | 3,450 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,705,991 | 3,325 | Shares | Sole | 2023-11-13 | |
| 2021-06-30 | $2,270,920 | 4,260 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||