EWM
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Evercore Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Evercore Wealth Management’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
2025
Q1 		– Sell
-1,600
Closed -$387K – 431
2024
Q4 		$387K Hold
1,600
– – 0.01% 307
2024
Q3 		$393K Hold
1,600
– – 0.01% 305
2024
Q2 		$417K Buy
+1,600
New +$375K 0.01% 296

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Evercore Wealth Management's SMH Position: Q1 2025 in Review

Evercore Wealth Management sold out of VanEck Semiconductor ETF (SMH) in Q1 2025, closing a stake of 1,600 shares — an estimated $387K sold.

Evercore Wealth Management first reported a position in SMH in Q2 2024 and held it in 3 quarters. The position peaked at $417K in Q2 2024. 918 funds tracked by Wall St. Rank hold SMH as of Q1 2025.

  • Evercore Wealth Management reported no remaining VanEck Semiconductor ETF position as of Q1 2025 after selling out during the quarter.
  • Evercore Wealth Management sold 1,600 VanEck Semiconductor ETF shares in Q1 2025, an estimated $387K.
  • Evercore Wealth Management first reported a position in VanEck Semiconductor ETF in Q2 2024 and held it in 3 quarters.
  • Evercore Wealth Management's VanEck Semiconductor ETF position peaked at $417K in Q2 2024.
  • 918 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2025.

Based on Evercore Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.