Joel Greenblatt’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Joel Greenblatt’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 Q2	$573K	Hold	5,509	–	–	﹤0.01%	1487
2026 Q1	$533K	Hold	5,509	–	–	﹤0.01%	1478
2025 Q4	$571K	Hold	5,509	–	–	﹤0.01%	1400
2025 Q3	$546K	Hold	5,509	–	–	﹤0.01%	1362
2025 Q2	$517K	Hold	5,509	–	–	﹤0.01%	1312
2025 Q1	$485K	Hold	5,509	–	–	﹤0.01%	1247
2024 Q4	$511K	Hold	5,509	–	–	﹤0.01%	1114
2024 Q3	$534K	Buy	+5,509	New	+$504K	0.01%	1088

Other funds holding MOAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Joel Greenblatt's MOAT Position: Q2 2026 in Review

Joel Greenblatt held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 5,509 shares worth $573K. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

Joel Greenblatt first reported a position in MOAT in Q3 2024 and has held it in 8 quarters since. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Joel Greenblatt held 5,509 shares of VanEck Morningstar Wide Moat ETF worth $573K as of Q2 2026.
Joel Greenblatt left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1487 holding.
Joel Greenblatt first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2024 and has held it in 8 quarters since.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.