SEI Investments’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

SEI Investments’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	$389K	Buy	3,740 +1,635	+78%	+$165K	﹤0.01%	2757
2026 Q1	$204K	Hold	2,105	–	–	﹤0.01%	2967
2025 Q4	$218K	Buy	+2,105	New	+$215K	﹤0.01%	2868
2018 Q3	–	Sell	-1,263	Closed	-$55K	–	3069
2018 Q2	$55K	Hold	1,263	–	–	﹤0.01%	2485
2018 Q1	$52K	Sell	1,263 -243	-16%	-$10.5K	﹤0.01%	2347
2017 Q4	$64K	Sell	1,506 -9,959	-87%	-$411K	﹤0.01%	2277
2017 Q3	$463K	Buy	11,465 +3,701	+48%	+$146K	﹤0.01%	1657
2017 Q2	$307K	Buy	7,764 +7,499	+2,830%	+$288K	﹤0.01%	1765
2017 Q1	$10K	Sell	265 -247	-48%	-$9.1K	﹤0.01%	2457
2016 Q4	$18K	Hold	512	–	–	﹤0.01%	2359
2016 Q3	$17K	Buy	+512	New	+$17.5K	﹤0.01%	2305
2016 Q2	–	Sell	-2,097	Closed	-$64K	–	2708
2016 Q1	$64K	Sell	2,097 -184	-8%	-$5.26K	﹤0.01%	1783
2015 Q4	$66K	Buy	2,281 +206	+10%	+$6.13K	﹤0.01%	1813
2015 Q3	$58K	Buy	2,075 +225	+12%	+$6.73K	﹤0.01%	1889
2015 Q2	$57K	Buy	+1,850	New	+$57.8K	﹤0.01%	1665

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

SEI Investments's MOAT Position: Q2 2026 in Review

SEI Investments increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 78% in Q2 2026, buying an estimated $165K and bringing the position to 3,740 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #2757.

SEI Investments first reported a position in MOAT in Q2 2015 and has held it in 15 quarters since. The position peaked at $463K in Q3 2017. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

SEI Investments held 3,740 shares of VanEck Morningstar Wide Moat ETF worth $389K as of Q2 2026.
SEI Investments bought 1,635 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $165K.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #2757 holding.
SEI Investments first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2015 and has held it in 15 quarters since.
SEI Investments's VanEck Morningstar Wide Moat ETF position peaked at $463K in Q3 2017.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.