Willner & Heller’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Willner & Heller’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 Q1	–	Sell	-2,293	Closed	-$237K	–	166
2025 Q4	$237K	Buy	2,293 +29	+1%	+$2.96K	0.17%	151
2025 Q3	$224K	Sell	2,264 -20	-0.9%	-$1.95K	0.17%	145
2025 Q2	$214K	Sell	2,284 -212	-8%	-$18.6K	0.18%	146
2025 Q1	$220K	Hold	2,496	–	–	0.2%	140
2024 Q4	$231K	Buy	2,496 +33	+1%	+$3.18K	0.2%	139
2024 Q3	$239K	Hold	2,463	–	–	0.21%	134
2024 Q2	$213K	Buy	2,463 +100	+4%	+$8.69K	0.2%	140
2024 Q1	$212K	Buy	+2,363	New	+$203K	0.21%	134

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Willner & Heller's MOAT Position: Q1 2026 in Review

Willner & Heller sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2026, closing a stake of 2,293 shares — an estimated $237K sold.

Willner & Heller first reported a position in MOAT in Q1 2024 and held it in 8 quarters. The position peaked at $239K in Q3 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Willner & Heller reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2026 after selling out during the quarter.
Willner & Heller sold 2,293 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $237K.
Willner & Heller first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2024 and held it in 8 quarters.
Willner & Heller's VanEck Morningstar Wide Moat ETF position peaked at $239K in Q3 2024.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Willner & Heller's 13F filing for Q1 2026, filed 17 Apr 2026.