JY
SMHX

Jeff Yass’s VanEck Fabless Semiconductor ETF SMHX Stock Holding History

Jeff Yass’s Portfolio SMHX Stock Details SMHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$273K Sell
4,278
-9,526
-69% -$523K ﹤0.01% 11259
2026
Q1 		$514K Sell
13,804
-5,712
-29% -$221K ﹤0.01% 9591
2025
Q4 		$742K Sell
19,516
-10,707
-35% -$416K ﹤0.01% 7889
2025
Q3 		$1.16M Buy
30,223
+10,115
+50% +$353K ﹤0.01% 7005
2025
Q2 		$630K Buy
20,108
+1,395
+7% +$36.3K ﹤0.01% 8626
2025
Q1 		$437K Buy
+18,713
New +$521K ﹤0.01% 9199

Other funds holding SMHX

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $692M AUM 44.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BW
BXM Wealth Englewood, Colorado $184M AUM 36.28% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $194M AUM 20% 1-Year Est. Return

Jeff Yass's SMHX Position: Q2 2026 in Review

Jeff Yass reduced its VanEck Fabless Semiconductor ETF (SMHX) stake by 69% in Q2 2026, selling an estimated $523K and leaving 4,278 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #11259.

Jeff Yass first reported a position in SMHX in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.16M in Q3 2025. 50 funds tracked by Wall St. Rank hold SMHX as of Q2 2026.

  • Jeff Yass held 4,278 shares of VanEck Fabless Semiconductor ETF worth $273K as of Q2 2026.
  • Jeff Yass sold 9,526 VanEck Fabless Semiconductor ETF shares in Q2 2026, an estimated $523K.
  • VanEck Fabless Semiconductor ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11259 holding.
  • Jeff Yass first reported a position in VanEck Fabless Semiconductor ETF in Q1 2025 and has held it in 6 quarters since.
  • Jeff Yass's VanEck Fabless Semiconductor ETF position peaked at $1.16M in Q3 2025.
  • 50 funds tracked by Wall St. Rank held VanEck Fabless Semiconductor ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.