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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $324M AUM

Wells Fargo's SMOT Position: Q1 2026 in Review

Wells Fargo increased its VanEck Morningstar SMID Moat ETF (SMOT) stake by 242% in Q1 2026, buying an estimated $13.3K and bringing the position to 513 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #5812.

Wells Fargo first reported a position in SMOT in Q4 2023 and has held it in 5 quarters since. The position peaked at $48.3K in Q1 2024. 106 funds tracked by Wall St. Rank hold SMOT as of Q1 2026.

  • Wells Fargo held 513 shares of VanEck Morningstar SMID Moat ETF worth $18.1K as of Q1 2026.
  • Wells Fargo bought 363 VanEck Morningstar SMID Moat ETF shares in Q1 2026, an estimated $13.3K.
  • VanEck Morningstar SMID Moat ETF made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #5812 holding.
  • Wells Fargo first reported a position in VanEck Morningstar SMID Moat ETF in Q4 2023 and has held it in 5 quarters since.
  • Wells Fargo's VanEck Morningstar SMID Moat ETF position peaked at $48.3K in Q1 2024.
  • 106 funds tracked by Wall St. Rank held VanEck Morningstar SMID Moat ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.