WA1
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Wimmer Associates 1’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Wimmer Associates 1’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 		$6.17M Sell
63,767
-1,001
-2% -$104K 3.01% 10
2025
Q4 		$6.71M Buy
64,768
+1,074
+2% +$110K 3.12% 9
2025
Q3 		$6.31M Buy
63,694
+365
+0.6% +$35.6K 3.03% 10
2025
Q2 		$5.94M Sell
63,329
-1,084
-2% -$95.1K 3.04% 11
2025
Q1 		$5.85M Sell
64,413
-6,362
-9% -$585K 3.09% 10
2024
Q4 		$6.56M Sell
70,775
-1,331
-2% -$128K 3.24% 8
2024
Q3 		$6.99M Buy
72,106
+25
+0% +$2.29K 3.42% 6
2024
Q2 		$6.24M Buy
72,081
+4,821
+7% +$419K 3.2% 8
2024
Q1 		$6.05M Sell
67,260
-860
-1% -$73.8K 3.18% 8
2023
Q4 		$5.78M Buy
68,120
+4,478
+7% +$348K 3.26% 6
2023
Q3 		$4.83M Sell
63,642
-337
-0.5% -$26.8K 3.01% 8
2023
Q2 		$5.1M Buy
63,979
+360
+0.6% +$27.1K 3.07% 6
2023
Q1 		$4.71M Buy
63,619
+3,315
+5% +$235K 3.01% 7
2022
Q4 		$3.91M Buy
60,304
+5,432
+10% +$352K 2.58% 8
2022
Q3 		$3.51M Buy
54,872
+823
+2% +$55.3K 2.32% 11
2022
Q2 		$3.44M Buy
54,049
+6,445
+14% +$442K 2.25% 12
2022
Q1 		$3.56M Buy
47,604
+6,645
+16% +$490K 1.98% 13
2021
Q4 		$3.12M Buy
40,959
+5,908
+17% +$448K 1.67% 16
2021
Q3 		$2.57M Buy
35,051
+9,205
+36% +$693K 1.52% 20
2021
Q2 		$1.91M Buy
25,846
+6,305
+32% +$459K 1.12% 29
2021
Q1 		$1.35M Buy
19,541
+1,050
+6% +$69.2K 0.74% 40
2020
Q4 		$1.15M Sell
18,491
-400
-2% -$23.6K 0.68% 41
2020
Q3 		$1.03M Buy
18,891
+3,265
+21% +$178K 0.69% 42
2020
Q2 		$864K Buy
15,626
+6,941
+80% +$346K 0.67% 41
2020
Q1 		$380K Buy
8,685
+4,640
+115% +$239K 0.35% 67
2019
Q4 		$222K Buy
+4,045
New +$214K 0.18% 100

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 $6.18B AUM 18.43% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Wells Fargo
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

Wimmer Associates 1's MOAT Position: Q1 2026 in Review

Wimmer Associates 1 reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.5% in Q1 2026, selling an estimated $104K and leaving 63,767 shares worth $6.17M. The position accounts for 3.01% of the portfolio, ranked #10.

Wimmer Associates 1 first reported a position in MOAT in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.99M in Q3 2024. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

  • Wimmer Associates 1 held 63,767 shares of VanEck Morningstar Wide Moat ETF worth $6.17M as of Q1 2026.
  • Wimmer Associates 1 sold 1,001 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $104K.
  • VanEck Morningstar Wide Moat ETF made up 3.01% of Wimmer Associates 1's portfolio in Q1 2026, its #10 holding.
  • Wimmer Associates 1 first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2019 and has held it in 26 quarters since.
  • Wimmer Associates 1's VanEck Morningstar Wide Moat ETF position peaked at $6.99M in Q3 2024.
  • 718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Wimmer Associates 1's 13F filing for Q1 2026, filed 15 May 2026.