WPW
MOAT icon

Waldron Private Wealth’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Waldron Private Wealth’s Portfolio MOAT Stock Details MOAT Fund Activity
Upgrade to unlock
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$668K Sell
2025
Q4 		$749K Buy