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Wintrust Investments’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Wintrust Investments’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
2024
Q4 		$136K Hold
1,471
– – 0.12% 135
2024
Q3 		$142K Sell
1,471
-12,820
-90% -$1.17M 0.11% 166
2024
Q2 		$1.24M Sell
14,291
-100
-0.7% -$8.69K 0.1% 170
2024
Q1 		$1.29M Buy
14,391
+164
+1% +$14.1K 0.11% 158
2023
Q4 		$1.21M Sell
14,227
-36
-0.3% -$2.8K 0.12% 158
2023
Q3 		$1.08M Hold
14,263
– – 0.11% 159
2023
Q2 		$1.14M Buy
+14,263
New +$1.07M 0.11% 154
2022
Q1 		– Sell
-14,472
Closed -$1.1M – 426
2021
Q4 		$1.1M Sell
14,472
-56
-0.4% -$4.24K 0.1% 157
2021
Q3 		$1.06M Sell
14,528
-1,116
-7% -$84K 0.14% 112
2021
Q2 		$1.16M Buy
15,644
+195
+1% +$14.2K 0.12% 147
2021
Q1 		$1.07M Buy
+15,449
New +$1.02M 0.11% 160
2020
Q4 		– Sell
-9,892
Closed -$540K – 295
2020
Q3 		$540K Hold
9,892
– – 0.07% 191
2020
Q2 		$517K Hold
9,892
– – 0.07% 188
2020
Q1 		$433K Sell
9,892
-819
-8% -$42.1K 0.07% 184
2019
Q4 		$587K Sell
10,711
-33
-0.3% -$1.75K 0.08% 185
2019
Q3 		$539K Hold
10,744
– – 0.08% 189
2019
Q2 		$516K Sell
10,744
-303
-3% -$14.3K 0.08% 194
2019
Q1 		$515K Hold
11,047
– – 0.08% 197
2018
Q4 		$455K Hold
11,047
– – 0.09% 196
2018
Q3 		$516K Hold
11,047
– – 0.08% 211
2018
Q2 		$481K Buy
+11,047
New +$471K 0.08% 218

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wintrust Investments's MOAT Position: Q4 2024 in Review

Wintrust Investments held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q4 2024 at 1,471 shares worth $136K. The position accounts for 0.12% of the portfolio, ranked #135.

Wintrust Investments first reported a position in MOAT in Q2 2018 and has held it in 21 quarters since. The position peaked at $1.29M in Q1 2024. 715 funds tracked by Wall St. Rank hold MOAT as of Q4 2024.

  • Wintrust Investments held 1,471 shares of VanEck Morningstar Wide Moat ETF worth $136K as of Q4 2024.
  • Wintrust Investments left its VanEck Morningstar Wide Moat ETF share count unchanged in Q4 2024.
  • VanEck Morningstar Wide Moat ETF made up 0.12% of Wintrust Investments's portfolio in Q4 2024, its #135 holding.
  • Wintrust Investments first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2018 and has held it in 21 quarters since.
  • Wintrust Investments's VanEck Morningstar Wide Moat ETF position peaked at $1.29M in Q1 2024.
  • 715 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.