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

WCG Wealth 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	$1.27M	Sell	13,156 -369	-3%	-$38.2K	0.04%	339
2025 Q4	$1.4M	Buy	13,525 +1,566	+13%	+$160K	0.04%	305
2025 Q3	$1.19M	Hold	11,959	–	–	0.07%	211
2025 Q2	$1.12M	Sell	11,959 -257	-2%	-$22.5K	0.07%	218
2025 Q1	$1.07M	Sell	12,216 -4,574	-27%	-$421K	0.08%	190
2024 Q4	$1.56M	Sell	16,790 -38,452	-70%	-$3.7M	0.1%	171
2024 Q3	$5.36M	Buy	55,242 +26,504	+92%	+$2.42M	0.36%	85
2024 Q2	$2.49M	Buy	28,738 +1,704	+6%	+$148K	0.18%	116
2024 Q1	$2.43M	Sell	27,034 -1,395	-5%	-$120K	0.2%	108
2023 Q4	$2.41M	Buy	28,429 +4,695	+20%	+$365K	0.18%	117
2023 Q3	$1.8M	Buy	+23,734	New	+$1.89M	0.13%	143

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

WCG Wealth Advisors's MOAT Position: Q1 2026 in Review

WCG Wealth Advisors reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 2.7% in Q1 2026, selling an estimated $38.2K and leaving 13,156 shares worth $1.27M. The position accounts for 0.04% of the portfolio, ranked #339.

WCG Wealth Advisors first reported a position in MOAT in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.36M in Q3 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

WCG Wealth Advisors held 13,156 shares of VanEck Morningstar Wide Moat ETF worth $1.27M as of Q1 2026.
WCG Wealth Advisors sold 369 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $38.2K.
VanEck Morningstar Wide Moat ETF made up 0.04% of WCG Wealth Advisors's portfolio in Q1 2026, its #339 holding.
WCG Wealth Advisors first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and has held it in 11 quarters since.
WCG Wealth Advisors's VanEck Morningstar Wide Moat ETF position peaked at $5.36M in Q3 2024.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.