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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Wealth Dimensions Group's SMH Position: Q1 2026 in Review

Wealth Dimensions Group held its VanEck Semiconductor ETF (SMH) position steady in Q1 2026 at 1,153 shares worth $442K. The position accounts for 0.09% of the portfolio, ranked #114.

Wealth Dimensions Group first reported a position in SMH in Q1 2024 and has held it in 9 quarters since. 1,296 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

  • Wealth Dimensions Group held 1,153 shares of VanEck Semiconductor ETF worth $442K as of Q1 2026.
  • Wealth Dimensions Group left its VanEck Semiconductor ETF share count unchanged in Q1 2026.
  • VanEck Semiconductor ETF made up 0.09% of Wealth Dimensions Group's portfolio in Q1 2026, its #114 holding.
  • Wealth Dimensions Group first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,296 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.