Position in MSCI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,420,955
+$551,403 QoQ
Shares Held
7,894
+10.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#338
of 1,074 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Wealthfront Advisers LLC holds $70,387,117 across 9 Financial Data & Stock Exchanges names. MSCI ranks #6 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
40,811 | $15,724,308 | |
| 2 | CME |
Cme Group Inc.
|
56,285 | $12,429,416 | |
| 3 | MCO |
Moodys Corp /De/
|
25,667 | $11,625,097 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
41,145 | $9,984,657 | |
| 5 | COIN |
Coinbase Global, Inc.
|
57,618 | $8,423,175 | |
| 6 | MSCI |
MSCI Inc.
This page
|
7,894 | $4,420,955 | |
| 7 | ICE |
Intercontinental Exchange, Inc.
|
35,568 | $4,378,776 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
39,091 | $3,081,152 |
All Filings in MSCI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,420,955 | 7,894 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,869,552 | 7,179 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,938,082 | 6,864 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,174,435 | 7,357 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,949,515 | 6,848 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,510,058 | 6,207 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,516,658 | 5,861 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $3,034,733 | 5,206 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,362,020 | 4,903 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,465,822 | 6,184 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $3,662,018 | 6,474 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,340,150 | 6,510 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,136,734 | 6,684 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,630,709 | 6,487 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,662,167 | 5,723 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,613,832 | 6,197 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,340,599 | 5,679 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $2,717,060 | 5,403 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,516,227 | 5,739 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,670,115 | 6,033 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,043,886 | 5,710 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,083,821 | 4,970 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,306,773 | 5,166 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,732,166 | 4,855 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,579,636 | 4,732 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,393,076 | 4,821 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||