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WealthPlan Investment Management’s VanEck Semiconductor ETF SMH Stock Holding History

WealthPlan Investment 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
2026
Q1 		– Sell
-588
Closed -$212K – 473
2025
Q4 		$212K Sell
588
-72
-11% -$25.3K 0.01% 360
2025
Q3 		$215K Buy
+660
New +$195K 0.01% 318
2025
Q2 		– Sell
-999
Closed -$211K – 351
2025
Q1 		$211K Buy
999
+137
+16% +$32.8K 0.02% 256
2024
Q4 		$209K Sell
862
-150
-15% -$37.2K 0.02% 254
2024
Q3 		$248K Buy
+1,012
New +$246K 0.03% 226

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

WealthPlan Investment Management's SMH Position: Q1 2026 in Review

WealthPlan Investment Management sold out of VanEck Semiconductor ETF (SMH) in Q1 2026, closing a stake of 588 shares — an estimated $212K sold.

WealthPlan Investment Management first reported a position in SMH in Q3 2024 and held it in 5 quarters. The position peaked at $248K in Q3 2024. 1,302 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

  • WealthPlan Investment Management reported no remaining VanEck Semiconductor ETF position as of Q1 2026 after selling out during the quarter.
  • WealthPlan Investment Management sold 588 VanEck Semiconductor ETF shares in Q1 2026, an estimated $212K.
  • WealthPlan Investment Management first reported a position in VanEck Semiconductor ETF in Q3 2024 and held it in 5 quarters.
  • WealthPlan Investment Management's VanEck Semiconductor ETF position peaked at $248K in Q3 2024.
  • 1,302 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.