Wealthspire Advisors, LLC

Position in MSCI — MSCI Inc.

CIK 1646247 NEW YORK, NY

Position in MSCI

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$384,853

-$248,544 QoQ

Shares Held

714

-35.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wealthspire Advisors, LLC holds $81,058,736 across 5 Financial Data & Stock Exchanges names.

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	355,010	$78,396,858
2	SPGI	S&P Global Inc.	3,714	$1,431,111
3	ICE	Intercontinental Exchange, Inc.	3,784	$465,848
4	COIN	Coinbase Global, Inc.	3,052	$446,171
5	NDAQ	Nasdaq, Inc.	4,044	$318,748

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$384,853	714	-35.3%	Shares	Sole	2026-05-01
2025-12-31	$633,397	1,104	+56.8%	Shares	Sole	2026-02-13
2025-09-30	$399,456	704	-39.9%	Shares	Sole	2025-11-14
2025-06-30	$675,362	1,171	+18.9%	Shares	Sole	2025-08-11
2025-03-31	$557,017	985	+21.0%	Shares	Sole	2025-05-09
2024-12-31	$488,408	814	-10.4%	Shares	Sole	2025-02-04
2024-09-30	$529,300	908	-20.2%	Shares	Sole	2024-11-13
2024-06-30	$548,231	1,138	-6.6%	Shares	Sole	2024-08-08
2024-03-31	$682,628	1,218	+157.5%	Shares	Sole	2024-05-06
2023-12-31	$267,552	473	+0.2%	Shares	Sole	2024-02-07
2023-09-30	$242,173	472	+6.3%	Shares	Sole	2023-11-06
2022-12-31	$206,535	444	-30.2%	Shares	Sole	2023-02-14
2021-12-31	$389,670	636	+4.3%	Shares	Sole	2022-02-14
2021-09-30	$371,087	610	-77.3%	Shares	Sole	2021-11-15
2021-03-31	$1,129,121	2,693	-14.8%	Shares	Sole	2021-05-17
2020-12-31	$1,411,034	3,160	+17.4%	Shares	Sole	2021-02-16
2020-09-30	$960,094	2,691	-6.8%	Shares	Sole	2020-11-16
2020-06-30	$964,072	2,888	+10.9%	Shares	Sole	2020-08-14
2020-03-31	$752,451	2,604	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.