WIM
MOAT icon

WealthPlan Investment Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

WealthPlan Investment Management’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 		$5.37M Sell
55,504
-41,460
-43% -$4.3M 0.3% 79
2025
Q4 		$10M Sell
96,964
-4,078
-4% -$416K 0.64% 43
2025
Q3 		$10M Buy
101,042
+3,517
+4% +$343K 0.66% 56
2025
Q2 		$9.15M Buy
97,525
+32,963
+51% +$2.89M 0.67% 52
2025
Q1 		$5.68M Buy
64,562
+3,161
+5% +$291K 0.56% 66
2024
Q4 		$5.69M Buy
61,401
+3,249
+6% +$313K 0.56% 64
2024
Q3 		$5.64M Buy
58,152
+4,869
+9% +$445K 0.57% 65
2024
Q2 		$4.61M Sell
53,283
-1,442
-3% -$125K 0.7% 60
2024
Q1 		$4.92M Sell
54,725
-26,990
-33% -$2.32M 0.75% 56
2023
Q4 		$6.94M Buy
81,715
+3,782
+5% +$294K 1.11% 37
2023
Q3 		$5.91M Buy
77,933
+20,240
+35% +$1.61M 1.04% 41
2023
Q2 		$4.6M Sell
57,693
-29,168
-34% -$2.2M 1.37% 29
2023
Q1 		$6.41M Sell
86,861
-168,739
-66% -$12M 1.1% 37
2022
Q4 		$18.8M Sell
255,600
-4,160
-2% -$270K 1.31% 18
2022
Q3 		$17.4M Buy
+259,760
New +$17.5M 1.27% 20
2022
Q1 		$22.5M Buy
+326,330
New +$24M 1.56% 8

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WealthPlan Investment Management's MOAT Position: Q1 2026 in Review

WealthPlan Investment Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 43% in Q1 2026, selling an estimated $4.3M and leaving 55,504 shares worth $5.37M. The position accounts for 0.3% of the portfolio, ranked #79.

WealthPlan Investment Management first reported a position in MOAT in Q1 2022 and has held it in 16 quarters since. The position peaked at $22.5M in Q1 2022. 719 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • WealthPlan Investment Management held 55,504 shares of VanEck Morningstar Wide Moat ETF worth $5.37M as of Q1 2026.
  • WealthPlan Investment Management sold 41,460 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $4.3M.
  • VanEck Morningstar Wide Moat ETF made up 0.3% of WealthPlan Investment Management's portfolio in Q1 2026, its #79 holding.
  • WealthPlan Investment Management first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2022 and has held it in 16 quarters since.
  • WealthPlan Investment Management's VanEck Morningstar Wide Moat ETF position peaked at $22.5M in Q1 2022.
  • 719 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.