WADDELL & ASSOCIATES, LLC

Position in MSCI — MSCI Inc.

CIK 1776757 MEMPHIS, TN

Position in MSCI

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$554,439

+$70,948 QoQ

Shares Held

990

+10.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#646

of 1,074 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WADDELL & ASSOCIATES, LLC holds $2,765,585 across 6 Financial Data & Stock Exchanges names. MSCI ranks #3 (20.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	1,856	$676,583
2	FDS	Factset Research Systems Inc	2,869	$660,099
3	MSCI	MSCI Inc. This page	990	$554,439
4	MCO	Moodys Corp /De/	888	$402,192
5	NDAQ	Nasdaq, Inc.	3,082	$242,923
6	MORN	Morningstar, Inc.	1,470	$229,349

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$554,439	990	+10.4%	Shares	Sole	2026-07-15
2026-03-31	$483,491	897	+8.2%	Shares	Sole	2026-05-11
2025-12-31	$475,622	829	+28.5%	Shares	Sole	2026-02-11
2025-09-30	$365,979	645	+31.4%	Shares	Sole	2025-11-10
2025-06-30	$283,179	491	—	Shares	Sole	2025-08-12
No filing history on record for this holder in this stock.