WMS Partners
MOAT icon

WMS Partners’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

WMS Partners’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
2025
Q1 		– Sell
-10,516
Closed -$975K – 174
2024
Q4 		$975K Buy
10,516
+7,595
+260% +$732K 0.05% 124
2024
Q3 		$283K Buy
+2,921
New +$267K 0.02% 236

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Boulay Financial Advisors
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WMS Partners's MOAT Position: Q1 2025 in Review

WMS Partners sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2025, closing a stake of 10,516 shares — an estimated $975K sold.

WMS Partners first reported a position in MOAT in Q3 2024 and held it in 2 quarters. The position peaked at $975K in Q4 2024. 707 funds tracked by Wall St. Rank hold MOAT as of Q1 2025.

  • WMS Partners reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 10,516 VanEck Morningstar Wide Moat ETF shares in Q1 2025, an estimated $975K.
  • WMS Partners first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2024 and held it in 2 quarters.
  • WMS Partners's VanEck Morningstar Wide Moat ETF position peaked at $975K in Q4 2024.
  • 707 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.