WWM
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Wolff Wiese Magana’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Wolff Wiese Magana’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 		$1.61M Buy
15,455
+682
+5% +$68.9K 0.74% 49
2026
Q1 		$1.43M Sell
14,773
-1,084
-7% -$112K 0.79% 44
2025
Q4 		$1.64M Buy
15,857
+284
+2% +$29K 0.9% 38
2025
Q3 		$1.54M Sell
15,573
-117
-0.7% -$11.4K 0.87% 36
2025
Q2 		$1.47M Buy
15,690
+92
+0.6% +$8.07K 0.91% 36
2025
Q1 		$1.37M Buy
15,598
+213
+1% +$19.6K 0.93% 38
2024
Q4 		$1.43M Buy
15,385
+192
+1% +$18.5K 0.94% 39
2024
Q3 		$1.47M Sell
15,193
-477
-3% -$43.6K 1.01% 35
2024
Q2 		$1.36M Sell
15,670
-882
-5% -$76.6K 1.08% 34
2024
Q1 		$1.49M Buy
16,552
+2,634
+19% +$226K 1.28% 29
2023
Q4 		$1.18M Buy
13,918
+5,510
+66% +$428K 1.12% 31
2023
Q3 		$638K Buy
8,408
+6,075
+260% +$484K 0.52% 60
2023
Q2 		$186K Buy
2,333
+810
+53% +$61K 0.14% 101
2023
Q1 		$112K Hold
1,523
– – 0.09% 126
2022
Q4 		$98.9K Buy
1,523
+780
+105% +$50.6K 0.08% 136
2022
Q3 		$45K Hold
743
– – 0.04% 250
2022
Q2 		$47K Hold
743
– – 0.03% 263
2022
Q1 		$56K Hold
743
– – 0.04% 255
2021
Q4 		$57K Hold
743
– – 0.04% 259
2021
Q3 		$54K Hold
743
– – 0.04% 269
2021
Q2 		$55K Buy
743
+108
+17% +$7.86K 0.04% 267
2021
Q1 		$44K Hold
635
– – 0.03% 294
2020
Q4 		$39K Buy
+635
New +$37.4K 0.03% 295

Other funds holding MOAT

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
PS
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wolff Wiese Magana's MOAT Position: Q2 2026 in Review

Wolff Wiese Magana increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 4.6% in Q2 2026, buying an estimated $68.9K and bringing the position to 15,455 shares worth $1.61M. The position accounts for 0.74% of the portfolio, ranked #49.

Wolff Wiese Magana first reported a position in MOAT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.64M in Q4 2025. 220 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Wolff Wiese Magana held 15,455 shares of VanEck Morningstar Wide Moat ETF worth $1.61M as of Q2 2026.
  • Wolff Wiese Magana bought 682 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $68.9K.
  • VanEck Morningstar Wide Moat ETF made up 0.74% of Wolff Wiese Magana's portfolio in Q2 2026, its #49 holding.
  • Wolff Wiese Magana first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2020 and has held it in 23 quarters since.
  • Wolff Wiese Magana's VanEck Morningstar Wide Moat ETF position peaked at $1.64M in Q4 2025.
  • 220 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.