Diversified Trust
SMH icon

Diversified Trust’s VanEck Semiconductor ETF SMH Stock Holding History

Diversified Trust’s Portfolio SMH Stock Details SMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$558K Buy
+916
New +$525K 0.01% 657
2025
Q2 		– Sell
-970
Closed -$205K – 1000
2025
Q1 		$205K Buy
+970
New +$233K 0.01% 846

Other funds holding SMH

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Diversified Trust's SMH Position: Q3 2026 in Review

Diversified Trust opened a new position in VanEck Semiconductor ETF (SMH) in Q3 2026: 916 shares worth $558K. The stake represents 0.01% of the portfolio and ranks #657 among its holdings. This is a return to the name: Diversified Trust previously reported a position in SMH as recently as Q1 2025.

Diversified Trust first reported a position in SMH in Q1 2025 and has held it in 2 quarters since. 1,076 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • Diversified Trust held 916 shares of VanEck Semiconductor ETF worth $558K as of Q3 2026.
  • VanEck Semiconductor ETF was a new Diversified Trust position in Q3 2026.
  • VanEck Semiconductor ETF made up 0.01% of Diversified Trust's portfolio in Q3 2026, its #657 holding.
  • Diversified Trust first reported a position in VanEck Semiconductor ETF in Q1 2025 and has held it in 2 quarters since.
  • 1,076 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.