Wells Fargo
MOAT icon

Wells Fargo’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Wells Fargo’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
Q2 		$197M Sell
1,895,284
-208,372
-10% -$21.1M 0.03% 432
2026
Q1 		$203M Sell
2,103,656
-188,764
-8% -$19.6M 0.04% 386
2025
Q4 		$237M Sell
2,292,420
-29,644
-1% -$3.03M 0.04% 341
2025
Q3 		$230M Sell
2,322,064
-84,581
-4% -$8.25M 0.04% 341
2025
Q2 		$226M Sell
2,406,645
-170,052
-7% -$14.9M 0.05% 328
2025
Q1 		$227M Sell
2,576,697
-137,342
-5% -$12.6M 0.05% 306
2024
Q4 		$252M Buy
2,714,039
+77,724
+3% +$7.49M 0.06% 281
2024
Q3 		$256M Sell
2,636,315
-66,433
-2% -$6.07M 0.06% 273
2024
Q2 		$234M Buy
2,702,748
+45,481
+2% +$3.95M 0.06% 279
2024
Q1 		$239M Buy
2,657,267
+219,084
+9% +$18.8M 0.06% 272
2023
Q4 		$207M Buy
2,438,183
+305,404
+14% +$23.7M 0.05% 288
2023
Q3 		$162M Buy
2,132,779
+382,012
+22% +$30.4M 0.05% 309
2023
Q2 		$140M Buy
1,750,767
+241,808
+16% +$18.2M 0.04% 351
2023
Q1 		$111M Buy
1,508,959
+119,879
+9% +$8.51M 0.03% 401
2022
Q4 		$90.2M Buy
1,389,080
+13,310
+1% +$863K 0.03% 461
2022
Q3 		$82.5M Buy
1,375,770
+74,163
+6% +$4.99M 0.03% 463
2022
Q2 		$83M Sell
1,301,607
-95,875
-7% -$6.58M 0.03% 480
2022
Q1 		$104M Buy
1,397,482
+8,523
+0.6% +$628K 0.03% 481
2021
Q4 		$106M Buy
1,388,959
+115,233
+9% +$8.73M 0.03% 467
2021
Q3 		$93.3M Buy
1,273,726
+75,003
+6% +$5.65M 0.02% 699
2021
Q2 		$88.8M Buy
1,198,723
+87,453
+8% +$6.37M 0.02% 742
2021
Q1 		$77M Buy
1,111,270
+213,087
+24% +$14M 0.02% 814
2020
Q4 		$55.7M Buy
898,183
+141,863
+19% +$8.36M 0.01% 921
2020
Q3 		$41.3M Sell
756,320
-46,864
-6% -$2.56M 0.01% 978
2020
Q2 		$42M Buy
803,184
+102,705
+15% +$5.11M 0.01% 934
2020
Q1 		$30.6M Sell
700,479
-28,989
-4% -$1.49M 0.01% 1013
2019
Q4 		$40M Buy
729,468
+60,413
+9% +$3.2M 0.01% 1064
2019
Q3 		$33.6M Buy
669,055
+65,941
+11% +$3.23M 0.01% 1121
2019
Q2 		$29M Buy
603,114
+145,058
+32% +$6.87M 0.01% 1232
2019
Q1 		$21.4M Buy
458,056
+91,505
+25% +$4.14M 0.01% 1406
2018
Q4 		$15.1M Buy
366,551
+213,754
+140% +$9.5M 0.01% 1569
2018
Q3 		$7.14M Buy
152,797
+26,407
+21% +$1.2M ﹤0.01% 2343
2018
Q2 		$5.51M Sell
126,390
-17,362
-12% -$740K ﹤0.01% 2596
2018
Q1 		$5.96M Sell
143,752
-35,419
-20% -$1.54M ﹤0.01% 2482
2017
Q4 		$7.61M Sell
179,171
-39,292
-18% -$1.62M ﹤0.01% 2207
2017
Q3 		$8.81M Sell
218,463
-12,888
-6% -$510K ﹤0.01% 2066
2017
Q2 		$9.15M Sell
231,351
-122,459
-35% -$4.7M ﹤0.01% 1986
2017
Q1 		$13.3M Buy
353,810
+28,151
+9% +$1.04M ﹤0.01% 1675
2016
Q4 		$11.3M Buy
325,659
+105,240
+48% +$3.62M ﹤0.01% 1750
2016
Q3 		$7.51M Buy
220,419
+149,990
+213% +$5.12M ﹤0.01% 1970
2016
Q2 		$2.29M Buy
70,429
+18,688
+36% +$602K ﹤0.01% 2874
2016
Q1 		$1.59M Sell
51,741
-11,159
-18% -$319K ﹤0.01% 3089
2015
Q4 		$1.82M Sell
62,900
-129,955
-67% -$3.87M ﹤0.01% 3048
2015
Q3 		$5.39M Sell
192,855
-3,881
-2% -$116K ﹤0.01% 2271
2015
Q2 		$6.04M Sell
196,736
-13,549
-6% -$423K ﹤0.01% 2280
2015
Q1 		$6.37M Sell
210,285
-86,016
-29% -$2.6M ﹤0.01% 2211
2014
Q4 		$9.21M Buy
296,301
+240,068
+427% +$7.52M ﹤0.01% 1881
2014
Q3 		$1.76M Buy
56,233
+12,305
+28% +$383K ﹤0.01% 3074
2014
Q2 		$1.35M Sell
43,928
-817
-2% -$24.4K ﹤0.01% 3291
2014
Q1 		$1.31M Buy
44,745
+29,603
+196% +$849K ﹤0.01% 3273
2013
Q4 		$436K Buy
15,142
+13,294
+719% +$369K ﹤0.01% 3856
2013
Q3 		$50K Buy
+1,848
New +$48.3K ﹤0.01% 4674

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

Wells Fargo's MOAT Position: Q2 2026 in Review

Wells Fargo reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 9.9% in Q2 2026, selling an estimated $21.1M and leaving 1,895,284 shares worth $197M. The position accounts for 0.03% of the portfolio, ranked #432.

Wells Fargo first reported a position in MOAT in Q3 2013 and has held it in 52 quarters since. The position peaked at $256M in Q3 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Wells Fargo held 1,895,284 shares of VanEck Morningstar Wide Moat ETF worth $197M as of Q2 2026.
  • Wells Fargo sold 208,372 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $21.1M.
  • VanEck Morningstar Wide Moat ETF made up 0.03% of Wells Fargo's portfolio in Q2 2026, its #432 holding.
  • Wells Fargo first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2013 and has held it in 52 quarters since.
  • Wells Fargo's VanEck Morningstar Wide Moat ETF position peaked at $256M in Q3 2024.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.