Basso Capital Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Basso Capital Management’s Portfolio MOAT Stock Details MOAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$80.2K	Buy	829 +559	+207%	+$57.9K	0.05%	86
2025 Q4	$28K	Hold	270	–	–	0.02%	98
2025 Q3	$26.8K	Hold	270	–	–	0.02%	72
2025 Q2	$25.3K	Hold	270	–	–	0.02%	69
2025 Q1	$23.8K	Hold	270	–	–	0.02%	68
2024 Q4	$25K	Hold	270	–	–	0.02%	70
2024 Q3	$26.2K	Hold	270	–	–	0.02%	69
2024 Q2	$23.4K	Hold	270	–	–	0.02%	72
2024 Q1	$24.3K	Hold	270	–	–	0.02%	68
2023 Q4	$22.9K	Hold	270	–	–	0.02%	71
2023 Q3	$20.5K	Hold	270	–	–	0.02%	72
2023 Q2	$21.5K	Buy	+270	New	+$20.3K	0.02%	74

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Basso Capital Management's MOAT Position: Q1 2026 in Review

Basso Capital Management increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 207% in Q1 2026, buying an estimated $57.9K and bringing the position to 829 shares worth $80.2K. The position accounts for 0.05% of the portfolio, ranked #86.

Basso Capital Management first reported a position in MOAT in Q2 2023 and has held it in 12 quarters since. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Basso Capital Management held 829 shares of VanEck Morningstar Wide Moat ETF worth $80.2K as of Q1 2026.
Basso Capital Management bought 559 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $57.9K.
VanEck Morningstar Wide Moat ETF made up 0.05% of Basso Capital Management's portfolio in Q1 2026, its #86 holding.
Basso Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2023 and has held it in 12 quarters since.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Basso Capital Management's 13F filing for Q1 2026, filed 15 May 2026.