Wealth Dimensions Group’s VanEck Semiconductor ETF SMH Stock Holding History

Wealth Dimensions Group’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	$756K	Hold	1,153	–	–	0.14%	81
2026 Q1	$442K	Hold	1,153	–	–	0.09%	114
2025 Q4	$415K	Hold	1,153	–	–	0.08%	113
2025 Q3	$376K	Hold	1,153	–	–	0.08%	119
2025 Q2	$322K	Hold	1,153	–	–	0.07%	126
2025 Q1	$244K	Hold	1,153	–	–	0.06%	143
2024 Q4	$279K	Hold	1,153	–	–	0.07%	124
2024 Q3	$283K	Hold	1,153	–	–	0.07%	119
2024 Q2	$301K	Hold	1,153	–	–	0.09%	111
2024 Q1	$259K	Buy	+1,153	New	+$232K	0.08%	119

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

Wealth Dimensions Group's SMH Position: Q2 2026 in Review

Wealth Dimensions Group held its VanEck Semiconductor ETF (SMH) position steady in Q2 2026 at 1,153 shares worth $756K. The position accounts for 0.14% of the portfolio, ranked #81.

Wealth Dimensions Group first reported a position in SMH in Q1 2024 and has held it in 10 quarters since. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Wealth Dimensions Group held 1,153 shares of VanEck Semiconductor ETF worth $756K as of Q2 2026.
Wealth Dimensions Group left its VanEck Semiconductor ETF share count unchanged in Q2 2026.
VanEck Semiconductor ETF made up 0.14% of Wealth Dimensions Group's portfolio in Q2 2026, its #81 holding.
Wealth Dimensions Group first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 10 quarters since.
1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.