Tompkins Financial’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Tompkins Financial’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	$3.95M	Sell	37,950 -1,166	-3%	-$118K	0.28%	60
2026 Q1	$3.78M	Sell	39,116 -6,112	-14%	-$634K	0.3%	56
2025 Q4	$4.68M	Sell	45,228 -777	-2%	-$79.4K	0.36%	57
2025 Q3	$4.56M	Sell	46,005 -5,507	-11%	-$537K	0.38%	55
2025 Q2	$4.83M	Sell	51,512 -24,534	-32%	-$2.15M	0.44%	54
2025 Q1	$6.69M	Sell	76,046 -265,999	-78%	-$24.5M	0.64%	45
2024 Q4	$31.7M	Buy	342,045 +621	+0.2%	+$59.8K	2.95%	6
2024 Q3	$33.1M	Sell	341,424 -2,736	-0.8%	-$250K	3.17%	5
2024 Q2	$29.8M	Buy	344,160 +9,899	+3%	+$860K	3.12%	6
2024 Q1	$30.1M	Buy	334,261 +17,738	+6%	+$1.52M	3.4%	5
2023 Q4	$26.9M	Buy	+316,523	New	+$24.6M	3.25%	5

Other funds holding MOAT

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Planned Solutions Folsom, California $348M AUM 23.38% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Unique Wealth Strategies Burr Ridge, Illinois $274M AUM 29.58% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return