Whitener Capital Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Whitener Capital Management’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	$229K	Buy	+2,201	New	+$223K	0.05%	167

Other funds holding MOAT

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Planned Solutions Folsom, California $348M AUM 23.38% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Unique Wealth Strategies Burr Ridge, Illinois $274M AUM 29.58% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return