Wells Fargo
SMOT icon

Wells Fargo’s VanEck Morningstar SMID Moat ETF SMOT Stock Holding History

Wells Fargo’s Portfolio SMOT Stock Details SMOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$440K Buy
11,322
+10,809
+2,107% +$405K ﹤0.01% 4716
2026
Q1 		$18.1K Buy
513
+363
+242% +$13.3K ﹤0.01% 5812
2025
Q4 		$5.43K Buy
+150
New +$5.42K ﹤0.01% 6078
2024
Q3 		– Sell
-26
Closed -$831 – 7066
2024
Q2 		$831 Sell
26
-1,390
-98% -$44.9K ﹤0.01% 6109
2024
Q1 		$48.3K Buy
1,416
+26
+2% +$829 ﹤0.01% 5265
2023
Q4 		$43.8K Buy
+1,390
New +$39.7K ﹤0.01% 5324

Other funds holding SMOT

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
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
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $697M AUM 21.37% 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
FAL
Focused Alpha LLC Denver, Colorado $390M AUM

Wells Fargo's SMOT Position: Q2 2026 in Review

Wells Fargo increased its VanEck Morningstar SMID Moat ETF (SMOT) stake by 2,107% in Q2 2026, buying an estimated $405K and bringing the position to 11,322 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #4716.

Wells Fargo first reported a position in SMOT in Q4 2023 and has held it in 6 quarters since. 101 funds tracked by Wall St. Rank hold SMOT as of Q2 2026.

  • Wells Fargo held 11,322 shares of VanEck Morningstar SMID Moat ETF worth $440K as of Q2 2026.
  • Wells Fargo bought 10,809 VanEck Morningstar SMID Moat ETF shares in Q2 2026, an estimated $405K.
  • VanEck Morningstar SMID Moat ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #4716 holding.
  • Wells Fargo first reported a position in VanEck Morningstar SMID Moat ETF in Q4 2023 and has held it in 6 quarters since.
  • 101 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q2 2026.

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