Position in WT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$33,937,437
-$2,464,336 QoQ
Shares Held
2,003,391
-19.9% QoQ
Ownership
1.32%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#18
of 310 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in WT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $26,924,699,662 across 472 Asset Management names. WT ranks #126 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
34,842,332 | $4,099,897,196 | |
| 2 | BLK |
BlackRock, Inc.
|
3,487,404 | $3,353,348,182 | |
| 3 | APO |
Apollo Global Management, Inc.
|
8,937,664 | $1,057,415,020 | |
| 4 | KKR |
KKR & Co. Inc.
|
9,004,913 | $826,470,907 | |
| 5 | STT |
State Street Corp
|
4,731,988 | $802,545,157 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,743,842 | $800,004,946 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
13,738,306 | $585,114,445 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
1,487,219 | $503,274,901 |
All Filings in WT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,937,437 | 2,003,391 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $36,401,773 | 2,500,122 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $32,772,506 | 2,688,475 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $45,533,851 | 3,275,817 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $27,331,020 | 2,374,546 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $19,304,347 | 2,164,165 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $23,269,310 | 2,216,125 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $16,683,315 | 1,670,002 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $16,224,242 | 1,637,159 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $16,830,113 | 1,831,351 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $12,780,747 | 1,844,264 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $10,134,201 | 1,447,743 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $10,119,142 | 1,475,094 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $8,405,438 | 1,434,376 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $7,987,871 | 1,465,665 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $7,456,724 | 1,593,318 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,479,674 | 1,475,282 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $7,170,918 | 1,221,622 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $13,639,697 | 2,228,709 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,370,940 | 1,476,357 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $10,542,379 | 1,700,384 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $7,011,686 | 1,121,870 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $9,670,106 | 1,807,497 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $4,178,092 | 1,305,654 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,168,915 | 1,201,417 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,752,007 | 751,936 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||