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

Winebrenner 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	$1.41M	Sell	13,579 -223	-2%	-$22.5K	0.86%	30
2026 Q1	$1.33M	Sell	13,802 -416	-3%	-$43.1K	0.86%	32
2025 Q4	$1.47M	Sell	14,218 -402	-3%	-$41.1K	0.98%	28
2025 Q3	$1.45M	Sell	14,620 -270	-2%	-$26.3K	1.04%	25
2025 Q2	$1.4M	Buy	14,890 +9	+0.1%	+$790	1.13%	23
2025 Q1	$1.31M	Sell	14,881 -381	-2%	-$35.1K	1.18%	22
2024 Q4	$1.42M	Buy	+15,262	New	+$1.47M	1.09%	24

Other funds holding MOAT

WMWM

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

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

BFA

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAP

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

AWG

Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return

PFS

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

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Winebrenner Capital Management's MOAT Position: Q2 2026 in Review

Winebrenner Capital Management reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 1.6% in Q2 2026, selling an estimated $22.5K and leaving 13,579 shares worth $1.41M. The position accounts for 0.86% of the portfolio, ranked #30.

Winebrenner Capital Management first reported a position in MOAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.47M in Q4 2025. 118 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Winebrenner Capital Management held 13,579 shares of VanEck Morningstar Wide Moat ETF worth $1.41M as of Q2 2026.
Winebrenner Capital Management sold 223 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $22.5K.
VanEck Morningstar Wide Moat ETF made up 0.86% of Winebrenner Capital Management's portfolio in Q2 2026, its #30 holding.
Winebrenner Capital Management first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 7 quarters since.
Winebrenner Capital Management's VanEck Morningstar Wide Moat ETF position peaked at $1.47M in Q4 2025.
118 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Winebrenner Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.