WS
MOAT icon

Wedbush Securities’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Wedbush Securities’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 		$1.3M Sell
13,423
-133
-1% -$13.8K 0.04% 373
2025
Q4 		$1.4M Sell
13,556
-357
-3% -$36.5K 0.04% 335
2025
Q3 		$1.38M Sell
13,913
-3,037
-18% -$296K 0.05% 329
2025
Q2 		$1.59M Sell
16,950
-3,643
-18% -$320K 0.06% 280
2025
Q1 		$1.81M Sell
20,593
-10,780
-34% -$992K 0.07% 220
2024
Q4 		$2.91M Sell
31,373
-403
-1% -$38.8K 0.1% 142
2024
Q3 		$3.08M Buy
31,776
+3,857
+14% +$353K 0.11% 130
2024
Q2 		$2.42M Buy
27,919
+3,689
+15% +$321K 0.09% 169
2024
Q1 		$2.18M Buy
24,230
+2,423
+11% +$208K 0.08% 184
2023
Q4 		$1.85M Sell
21,807
-441
-2% -$34.2K 0.08% 174
2023
Q3 		$1.69M Buy
22,248
+1,418
+7% +$113K 0.08% 179
2023
Q2 		$1.66M Buy
20,830
+9,151
+78% +$689K 0.08% 189
2023
Q1 		$862K Sell
11,679
-682
-6% -$48.4K 0.04% 363
2022
Q4 		$802K Buy
12,361
+2,443
+25% +$158K 0.04% 369
2022
Q3 		$595K Buy
9,918
+9
+0.1% +$605 0.03% 456
2022
Q2 		$632K Buy
9,909
+1,188
+14% +$81.5K 0.03% 439
2022
Q1 		$651K Sell
8,721
-697
-7% -$51.4K 0.03% 481
2021
Q4 		$717K Buy
9,418
+101
+1% +$7.65K 0.03% 487
2021
Q3 		$682K Hold
9,317
– – 0.03% 477
2021
Q2 		$690K Buy
9,317
+240
+3% +$17.5K 0.03% 490
2021
Q1 		$629K Sell
9,077
-378
-4% -$24.9K 0.03% 493
2020
Q4 		$586K Sell
9,455
-889
-9% -$52.4K 0.05% 405
2020
Q3 		$565K Sell
10,344
-1,467
-12% -$80.2K 0.05% 383
2020
Q2 		$617K Sell
11,811
-7,929
-40% -$395K 0.06% 352
2020
Q1 		$863K Sell
19,740
-10,610
-35% -$545K 0.1% 214
2019
Q4 		$1.66M Buy
30,350
+244
+0.8% +$12.9K 0.15% 159
2019
Q3 		$1.51M Sell
30,106
-2,138
-7% -$105K 0.15% 158
2019
Q2 		$1.55M Buy
32,244
+292
+0.9% +$13.8K 0.16% 154
2019
Q1 		$1.49M Buy
31,952
+788
+3% +$35.6K 0.16% 154
2018
Q4 		$1.28M Sell
31,164
-1,640
-5% -$72.9K 0.16% 151
2018
Q3 		$1.53M Buy
32,804
+56
+0.2% +$2.56K 0.17% 128
2018
Q2 		$1.43M Sell
32,748
-215
-0.7% -$9.16K 0.18% 132
2018
Q1 		$1.37M Sell
32,963
-203
-0.6% -$8.81K 0.18% 129
2017
Q4 		$1.41M Buy
33,166
+3,348
+11% +$138K 0.17% 133
2017
Q3 		$1.2M Buy
29,818
+3,046
+11% +$121K 0.16% 140
2017
Q2 		$1.06M Buy
26,772
+5,163
+24% +$198K 0.14% 172
2017
Q1 		$811K Buy
21,609
+4,525
+26% +$167K 0.11% 226
2016
Q4 		$595K Buy
17,084
+4,546
+36% +$157K 0.09% 287
2016
Q3 		$427K Buy
12,538
+4,747
+61% +$162K 0.06% 369
2016
Q2 		$253K Buy
+7,791
New +$251K 0.04% 530

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 $6.18B AUM 18.43% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Wells Fargo
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

Wedbush Securities's MOAT Position: Q1 2026 in Review

Wedbush Securities reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 0.98% in Q1 2026, selling an estimated $13.8K and leaving 13,423 shares worth $1.3M. The position accounts for 0.04% of the portfolio, ranked #373.

Wedbush Securities first reported a position in MOAT in Q2 2016 and has held it in 40 quarters since. The position peaked at $3.08M in Q3 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Wedbush Securities held 13,423 shares of VanEck Morningstar Wide Moat ETF worth $1.3M as of Q1 2026.
  • Wedbush Securities sold 133 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $13.8K.
  • VanEck Morningstar Wide Moat ETF made up 0.04% of Wedbush Securities's portfolio in Q1 2026, its #373 holding.
  • Wedbush Securities first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2016 and has held it in 40 quarters since.
  • Wedbush Securities's VanEck Morningstar Wide Moat ETF position peaked at $3.08M in Q3 2024.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.