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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

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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. 706 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.
  • 706 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.