MSCI Inc.
MX ˙ BMV ˙ US55354G1004
SecurityMX:MSCI / MSCI Inc.
InstitutionWealthbridge Capital Management, Llc
Latest Disclosed Ownership398 shares
Latest Disclosed Value $ 214,526
Wealthbridge Capital Management, Llc reports 1.97% decrease in ownership of MSCI / MSCI Inc.

On April 17, 2026 - Wealthbridge Capital Management, Llc filed a 13F-HR form disclosing ownership of 398 shares of MSCI Inc. (MX:MSCI) valued at $214,526 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 406 shares of MSCI Inc.. This represents a change in shares of -1.97% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-17 2026-03-31 13F MSCI COM 55354G100 398 -8 -1.97 215 -7.76 0.0494
2026-01-21 2025-12-31 13F MSCI COM 55354G100 406 0 0.00 233 0.87 0.0531
2025-11-07 2025-09-30 13F MSCI COM 55354G100 406 8 2.01 230 0.44 0.0541
2025-08-12 2025-06-30 13F MSCI COM 55354G100 398 0 0.00 230 1.78 0.0582
2025-04-25 2025-03-31 13F MSCI COM 55354G100 398 -16 -3.86 225 -9.27 0.0636
2025-02-03 2024-12-31 13F MSCI COM 55354G100 414 0 0.00 248 2.90 0.0690
2024-10-07 2024-09-30 13F MSCI COM 55354G100 414 414 241 0.0689
2024-08-02 2024-06-30 13F MSCI COM 55354G100 0 -454 -100.00 0 -100.00
2024-04-30 2024-03-31 13F MSCI COM 55354G100 454 0 0.00 254 -0.78 0.0857
2024-02-12 2023-12-31 13F MSCI COM 55354G100 454 3 0.67 257 10.82 0.0962
2023-11-08 2023-09-30 13F MSCI COM 55354G100 451 -5 -1.10 231 8.45 0.0955
2023-08-01 2023-06-30 13F MSCI COM 55354G100 456 -17 -3.59 214 -19.32 0.0855
2023-05-11 2023-03-31 13F MSCI COM 55354G100 473 2 0.42 265 20.55 0.1055
2023-01-31 2022-12-31 13F MSCI EQUITY 55354G100 471 -263 -35.83 219 -27.72 0.0915
2022-11-14 2022-09-30 13F MSCI COM 55354G100 734 0 0.00 303 0.00 0.1293
2022-08-12 2022-06-30 13F MSCI COM 55354G100 734 -272 -27.04 303 -40.12 0.1293
2022-04-15 2022-03-31 13F MSCI INC COM Stock 55354G100 1,006 -9 -0.89 506 -18.65 0.1892
2022-02-11 2021-12-31 13F MSCI INC COM Stock 55354G100 1,015 -8 -0.78 622 0.00 0.2321
2021-11-12 2021-09-30 13F MSCI INC COM Stock 55354G100 1,023 0 0.00 622 14.13 0.2323
2021-08-16 2021-06-30 13F MSCI INC COM Stock 55354G100 1,023 -251 -19.70 545 2.06 0.1983
2021-05-17 2021-03-31 13F MSCI INC COM Stock 55354G100 1,274 -10 -0.78 534 -6.81 0.2176
2021-02-12 2020-12-31 13F MSCI INC COM Stock 55354G100 1,284 -71 -5.24 573 18.63 0.2508
2020-11-13 2020-09-30 13F MSCI INC COM Stock 55354G100 1,355 -50 -3.56 483 2.99 0.2478
2020-08-14 2020-06-30 13F/A-1 MSCI INC COM Stock 55354G100 1,405 -81 -5.45 469 9.32 0.2657
2020-08-14 2020-06-30 13F MSCI INC COM Stock 55354G100 1,486 0 429 298,967.2042
2020-05-15 2020-03-31 13F MSCI INC COM Stock 55354G100 1,486 0 0.00 429 11.72 0.2979
2020-02-12 2019-12-31 13F MSCI INC COM Stock 55354G100 1,486 -282 -15.95 384 -0.26 0.2486
2019-11-14 2019-09-30 13F MSCI INC COM Stock 55354G100 1,768 53 3.09 385 52.17 0.2772
2019-08-13 2019-06-30 13F MSCI INC COM Stock 55354G100 1,715 -215 -11.14 253 -40.89 0.2310
2019-05-15 2019-03-31 13F MSCI INC COM Stock 55354G100 1,930 215 12.54 428 69.17 0.2721
2019-02-14 2018-12-31 13F MSCI INC COM Stock 55354G100 1,715 1,715 253 0.1923
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.