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Wealth Advisory Team’s VanEck Semiconductor ETF SMH Stock Holding History

Wealth Advisory Team’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 		$915K Buy
+1,395
New +$761K 0.74% 22
2025
Q4 		$502K Buy
+1,395
New +$489K 0.44% 27
2025
Q2 		$388K Buy
+1,391
New +$323K 0.36% 30

Other funds holding SMH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wealth Advisory Team's SMH Position: Q2 2026 in Review

Wealth Advisory Team opened a new position in VanEck Semiconductor ETF (SMH) in Q2 2026: 1,395 shares worth $915K. The stake represents 0.74% of the portfolio and ranks #22 among its holdings. This is a return to the name: Wealth Advisory Team previously reported a position in SMH as recently as Q4 2025.

Wealth Advisory Team first reported a position in SMH in Q2 2025 and has held it in 3 quarters since. 1,119 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Wealth Advisory Team held 1,395 shares of VanEck Semiconductor ETF worth $915K as of Q2 2026.
  • VanEck Semiconductor ETF was a new Wealth Advisory Team position in Q2 2026.
  • VanEck Semiconductor ETF made up 0.74% of Wealth Advisory Team's portfolio in Q2 2026, its #22 holding.
  • Wealth Advisory Team first reported a position in VanEck Semiconductor ETF in Q2 2025 and has held it in 3 quarters since.
  • 1,119 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Wealth Advisory Team's 13F filing for Q2 2026, filed 23 Jul 2026.