Kathleen S. Wright Associates Inc. MOTI — VANECK ETF TRUST

Ownership history in Kathleen S. Wright Associates Inc.  ·  16 quarters on record

AI Ownership Summary

Kathleen S. Wright Associates Inc. reported VANECK ETF TRUST (MOTI) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.72% in 2023 Q4. The latest visible filing shows MOTI at 0.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MOTI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kathleen S. Wright Associates Inc.'s position in VANECK ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

MOTI was reported at 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.72% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MOTI stock page Kathleen S. Wright Associates Inc. fund profile Kathleen S. Wright Associates Inc. full holdings
How Kathleen S. Wright Associates Inc. held MOTI — position size vs. price
% of Fund (quarterly)    MOTI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED — — — 31,685 -85 -0.3% 0.44% $1.2M 2025-11-14 (Est.) $36.22
2025 Q2 UNCHANGED — — — 31,770 — 0% 0.43% $1.1M 2025-07-31 $33.58
2025 Q1 REDUCED 8.6% +4.2% ❌ 31,770 -3,001 -8.6% 0.44% $1.1M 2025-05-06 $33.25
2024 Q4 REDUCED — — — 34,771 -11 -0.0% 0.44% $1.1M 2025-01-27 $30.46
2024 Q3 REDUCED 14.6% -9.5% ✅ 34,782 -5,930 -14.6% 0.50% $1.2M 2024-10-11 $32.09
2024 Q2 REDUCED 6.2% +11.8% ❌ 40,712 -2,707 -6.2% 0.59% $1.3M 2024-07-18 $30.22
2024 Q1 REDUCED — — — 43,419 -1,803 -4.0% 0.64% $1.4M 2024-04-17 $27.69
2023 Q4 ADDED — — — 45,222 +2,411 +5.6% 0.72% $1.4M 2024-02-01 $27.39
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MOTI

As of 2026 Q1 — sorted by position size

Cornerstone Financial Group, LLC /NE/ 0.98% Turning Point Benefit Group, Inc. 0.7% RiverFront Investment Group, LLC 3Y 7Y 0.55% Whipplewood Advisors, LLC 0.55% Creekside Partners 0.24% Mengis Capital Management, Inc. 3Y 7Y 0.19% PURSUE WEALTH PARTNERS LLC 3Y 0.16% Planned Solutions, Inc. 3Y 0.16% FCA CORP /TX 3Y 7Y 0.15% JNBA Financial Advisors 3Y 7Y 0.06%

FAQ About Kathleen S. Wright Associates Inc. and MOTI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kathleen S. Wright Associates Inc. reported owning MOTI?

Kathleen S. Wright Associates Inc. reported MOTI across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported MOTI position in Kathleen S. Wright Associates Inc.'s portfolio?

The largest reported portfolio weight for MOTI was 0.72% in 2023 Q4.

What is the latest reported MOTI position on this page?

The most recent filing on this page is 2025 Q3, when Kathleen S. Wright Associates Inc. reported 31,685 shares, equal to 0.44% of portfolio, with an estimated market value of $1.2M.

What does the chart on this MOTI ownership page compare?

The chart compares Kathleen S. Wright Associates Inc.'s quarterly MOTI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Kathleen S. Wright Associates Inc. time their MOTI position?

Based on 13F filing dates vs. subsequent MOTI price moves, Kathleen S. Wright Associates Inc. correctly timed 8 out of 14 reported position changes (57%). The annualised alpha on MOTI relative to SPY over the holding period was -5.9%.

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