Position in MSCI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$677,648
-$3,660 QoQ
Shares Held
1,210
-4.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#613
of 1,074 holders
Holding Since
Mar 2022
18 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, 2026Wedmont Private Capital holds $6,833,004 across 9 Financial Data & Stock Exchanges names. MSCI ranks #5 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
4,169 | $1,519,615 | |
| 2 | MCO |
Moodys Corp /De/
|
2,630 | $1,191,179 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
6,663 | $820,281 | |
| 4 | CME |
Cme Group Inc.
|
3,499 | $772,684 | |
| 5 | MSCI |
MSCI Inc.
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|
1,210 | $677,648 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
2,344 | $568,818 | |
| 7 | FDS |
Factset Research Systems Inc
|
1,872 | $430,709 | |
| 8 | COIN |
Coinbase Global, Inc.
|
2,944 | $430,383 |
All Filings in MSCI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $677,648 | 1,210 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $681,308 | 1,264 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $771,666 | 1,345 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $786,430 | 1,386 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $790,133 | 1,370 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $801,313 | 1,417 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $842,414 | 1,404 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $682,028 | 1,170 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $524,144 | 1,088 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $696,078 | 1,242 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $704,234 | 1,245 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $600,303 | 1,170 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $442,540 | 943 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $555,772 | 993 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $434,933 | 935 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $556,762 | 1,320 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $435,230 | 1,056 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $212,215 | 422 | Shares | Sole | 2022-04-05 | |
| No filing history on record for this holder in this stock. | ||||||