WhitTier Trust Company’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

WhitTier Trust Company’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	$1.3M	Hold	12,295	–	–	0.02%	271
2026 Q1	$1.19M	Sell	12,295 -67	-0.5%	-$6.95K	0.02%	284
2025 Q4	$1.31M	Hold	12,362	–	–	0.03%	270
2025 Q3	$1.25M	Buy	12,362 +67	+0.5%	+$6.54K	0.03%	273
2025 Q2	$1.15M	Hold	12,295	–	–	0.03%	301
2025 Q1	$1.08M	Hold	12,295	–	–	0.03%	291
2024 Q4	$1.14M	Hold	12,295	–	–	0.03%	280
2024 Q3	$1.19M	Hold	12,295	–	–	0.03%	275
2024 Q2	$1.06M	Hold	12,295	–	–	0.03%	276
2024 Q1	$1.11M	Hold	12,295	–	–	0.03%	272
2023 Q4	$1.04M	Hold	12,295	–	–	0.03%	275
2023 Q3	$932K	Hold	12,295	–	–	0.03%	283
2023 Q2	$981K	Hold	12,295	–	–	0.03%	283
2023 Q1	$908K	Hold	12,295	–	–	0.03%	285
2022 Q4	$798K	Hold	12,295	–	–	0.03%	300
2022 Q3	$738K	Hold	12,295	–	–	0.03%	298
2022 Q2	$783K	Hold	12,295	–	–	0.03%	294
2022 Q1	$918K	Hold	12,295	–	–	0.03%	291
2021 Q4	$936K	Hold	12,295	–	–	0.03%	281
2021 Q3	$901K	Hold	12,295	–	–	0.04%	280
2021 Q2	$911K	Hold	12,295	–	–	0.04%	276
2021 Q1	$852K	Sell	12,295 -200	-2%	-$13.2K	0.04%	272
2020 Q4	$775K	Hold	12,495	–	–	0.04%	267
2020 Q3	$682K	Hold	12,495	–	–	0.04%	265
2020 Q2	$652K	Hold	12,495	–	–	0.04%	262
2020 Q1	$546K	Sell	12,495 -50	-0.4%	-$2.57K	0.04%	259
2019 Q4	$687K	Hold	12,545	–	–	0.04%	266
2019 Q3	$629K	Hold	12,545	–	–	0.04%	263
2019 Q2	$602K	Hold	12,545	–	–	0.04%	262
2019 Q1	$585K	Hold	12,545	–	–	0.04%	261
2018 Q4	$516K	Hold	12,545	–	–	0.04%	262
2018 Q3	$586K	Hold	12,545	–	–	0.04%	254
2018 Q2	$546K	Sell	12,545 -450	-3%	-$19.2K	0.04%	256
2018 Q1	$539K	Sell	12,995 -150	-1%	-$6.51K	0.04%	253
2017 Q4	$558K	Hold	13,145	–	–	0.05%	246
2017 Q3	$530K	Hold	13,145	–	–	0.05%	247
2017 Q2	$520K	Hold	13,145	–	–	0.05%	248
2017 Q1	$493K	Hold	13,145	–	–	0.05%	249
2016 Q4	$458K	Hold	13,145	–	–	0.05%	242
2016 Q3	$448K	Hold	13,145	–	–	0.05%	245
2016 Q2	$427K	Sell	13,145 -150	-1%	-$4.83K	0.05%	252
2016 Q1	$409K	Hold	13,295	–	–	0.05%	250
2015 Q4	$384K	Hold	13,295	–	–	0.05%	262
2015 Q3	$371K	Hold	13,295	–	–	0.05%	271
2015 Q2	$408K	Sell	13,295 -330	-2%	-$10.3K	0.05%	275
2015 Q1	$413K	Sell	13,625 -4,125	-23%	-$125K	0.05%	274
2014 Q4	$551K	Buy	+17,750	New	+$556K	0.06%	243

Other funds holding MOAT

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

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

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

WMWM

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

WhitTier Trust Company's MOAT Position: Q2 2026 in Review

WhitTier Trust Company held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 12,295 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #271.

WhitTier Trust Company first reported a position in MOAT in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.31M in Q4 2025. 337 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

WhitTier Trust Company held 12,295 shares of VanEck Morningstar Wide Moat ETF worth $1.3M as of Q2 2026.
WhitTier Trust Company left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up 0.02% of WhitTier Trust Company's portfolio in Q2 2026, its #271 holding.
WhitTier Trust Company first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2014 and has held it in 47 quarters since.
WhitTier Trust Company's VanEck Morningstar Wide Moat ETF position peaked at $1.31M in Q4 2025.
337 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.