EP Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

EP Wealth Advisors’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 Q2	$47.9M	Buy	73,019 +4,666	+7%	+$2.55M	0.18%	91
2026 Q1	$26.2M	Buy	68,353 +39,814	+140%	+$15.8M	0.13%	114
2025 Q4	$10.3M	Buy	+28,539	New	+$10M	0.05%	199
2025 Q2	$6.98M	Sell	25,017 -1,267	-5%	-$294K	0.05%	225
2025 Q1	$5.56M	Buy	26,284 +434	+2%	+$104K	0.04%	211
2024 Q4	$6.26M	Buy	25,850 +174	+0.7%	+$43.2K	0.05%	191
2024 Q3	$6.3M	Buy	25,676 +65	+0.3%	+$15.8K	0.05%	197
2024 Q2	$6.68M	Sell	25,611 -90	-0.4%	-$21.1K	0.07%	152
2024 Q1	$5.78M	Sell	25,701 -55	-0.2%	-$11.1K	0.07%	156
2023 Q4	$4.5M	Sell	25,756 -671	-3%	-$105K	0.06%	171
2023 Q3	$3.83M	Sell	26,427 -255,717	-91%	-$38.7M	0.06%	175
2023 Q2	$4.1M	Buy	282,144 +268,506	+1,969%	+$36.3M	0.06%	169
2023 Q1	$573K	Sell	13,638 -20,056	-60%	-$2.4M	0.01%	392
2022 Q4	$3.42M	Buy	+33,694	New	+$3.43M	0.06%	162

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

EP Wealth Advisors's SMH Position: Q2 2026 in Review

EP Wealth Advisors increased its VanEck Semiconductor ETF (SMH) stake by 6.8% in Q2 2026, buying an estimated $2.55M and bringing the position to 73,019 shares worth $47.9M. The position accounts for 0.18% of the portfolio, ranked #91.

EP Wealth Advisors first reported a position in SMH in Q4 2022 and has held it in 14 quarters since. 1,550 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

EP Wealth Advisors held 73,019 shares of VanEck Semiconductor ETF worth $47.9M as of Q2 2026.
EP Wealth Advisors bought 4,666 VanEck Semiconductor ETF shares in Q2 2026, an estimated $2.55M.
VanEck Semiconductor ETF made up 0.18% of EP Wealth Advisors's portfolio in Q2 2026, its #91 holding.
EP Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q4 2022 and has held it in 14 quarters since.
1,550 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.