Whelan Financial
MOAT icon

Whelan Financial’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Whelan Financial’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
Q3 		$473K Hold
4,474
– – 0.12% 62
2026
Q2 		$465K Hold
4,474
– – 0.13% 61
2026
Q1 		$433K Hold
4,474
– – 0.13% 60
2025
Q4 		$463K Buy
4,474
+1,712
+62% +$175K 0.14% 51
2025
Q3 		$274K Buy
+2,762
New +$269K 0.09% 71

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return
Boulay Financial Advisors
Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Southern Farm Bureau Life Insurance
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Verde Capital Management
Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

Whelan Financial's MOAT Position: Q3 2026 in Review

Whelan Financial held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q3 2026 at 4,474 shares worth $473K. The position accounts for 0.12% of the portfolio, ranked #62.

Whelan Financial first reported a position in MOAT in Q3 2025 and has held it in 5 quarters since. 638 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

  • Whelan Financial held 4,474 shares of VanEck Morningstar Wide Moat ETF worth $473K as of Q3 2026.
  • Whelan Financial left its VanEck Morningstar Wide Moat ETF share count unchanged in Q3 2026.
  • VanEck Morningstar Wide Moat ETF made up 0.12% of Whelan Financial's portfolio in Q3 2026, its #62 holding.
  • Whelan Financial first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2025 and has held it in 5 quarters since.
  • 638 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.