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

Willow 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
Q1 		$385K Hold
3,985
– – 0.39% 31
2025
Q4 		$413K Buy
+3,985
New +$407K 0.42% 30

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Willow Financial's MOAT Position: Q1 2026 in Review

Willow Financial held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q1 2026 at 3,985 shares worth $385K. The position accounts for 0.39% of the portfolio, ranked #31.

Willow Financial first reported a position in MOAT in Q4 2025 and has held it in 2 quarters since. The position peaked at $413K in Q4 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Willow Financial held 3,985 shares of VanEck Morningstar Wide Moat ETF worth $385K as of Q1 2026.
  • Willow Financial left its VanEck Morningstar Wide Moat ETF share count unchanged in Q1 2026.
  • VanEck Morningstar Wide Moat ETF made up 0.39% of Willow Financial's portfolio in Q1 2026, its #31 holding.
  • Willow Financial first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2025 and has held it in 2 quarters since.
  • Willow Financial's VanEck Morningstar Wide Moat ETF position peaked at $413K in Q4 2025.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Willow Financial's 13F filing for Q1 2026, filed 21 Apr 2026.