Position in MSCI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$223,455
+$8,930 QoQ
Shares Held
399
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#825
of 1,074 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026WealthBridge Capital Management, LLC holds $223,455 across 1 Financial Data & Stock Exchanges name. MSCI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSCI |
MSCI Inc.
This page
|
399 | $223,455 |
All Filings in MSCI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,455 | 399 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $214,525 | 398 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $232,934 | 406 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $230,368 | 406 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $229,542 | 398 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $225,069 | 398 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $248,404 | 414 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $241,333 | 414 | Shares | Sole | 2024-10-07 | |
| 2024-03-31 | $254,444 | 454 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $256,805 | 454 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $231,399 | 451 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $213,996 | 456 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $264,733 | 473 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $219,095 | 471 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $309,593 | 734 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $302,518 | 734 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $505,897 | 1,006 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $621,880 | 1,015 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $622,331 | 1,023 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $545,340 | 1,023 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $534,162 | 1,274 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $573,344 | 1,284 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $483,436 | 1,355 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $469,017 | 1,405 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $429,394 | 1,486 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||