Waverly Advisors’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Waverly Advisors’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	$2.72M	Sell	28,109 -883	-3%	-$91.5K	0.02%	579
2025 Q4	$3M	Buy	28,992 +429	+2%	+$43.8K	0.02%	490
2025 Q3	$2.83M	Sell	28,563 -583	-2%	-$56.9K	0.03%	437
2025 Q2	$2.73M	Sell	29,146 -1,553	-5%	-$136K	0.03%	429
2025 Q1	$2.7M	Buy	30,699 +1,534	+5%	+$141K	0.03%	413
2024 Q4	$2.7M	Buy	29,165 +25,119	+621%	+$2.42M	0.04%	325
2024 Q3	$392K	Sell	4,046 -334	-8%	-$30.5K	0.01%	624
2024 Q2	$379K	Buy	4,380 +943	+27%	+$81.9K	0.01%	626
2024 Q1	$309K	Buy	+3,437	New	+$295K	0.01%	561

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

Waverly Advisors's MOAT Position: Q1 2026 in Review

Waverly Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 3% in Q1 2026, selling an estimated $91.5K and leaving 28,109 shares worth $2.72M. The position accounts for 0.02% of the portfolio, ranked #579.

Waverly Advisors first reported a position in MOAT in Q1 2024 and has held it in 9 quarters since. The position peaked at $3M in Q4 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Waverly Advisors held 28,109 shares of VanEck Morningstar Wide Moat ETF worth $2.72M as of Q1 2026.
Waverly Advisors sold 883 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $91.5K.
VanEck Morningstar Wide Moat ETF made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #579 holding.
Waverly Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2024 and has held it in 9 quarters since.
Waverly Advisors's VanEck Morningstar Wide Moat ETF position peaked at $3M in Q4 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.