Wedmont Private Capital’s VanEck Semiconductor ETF SMH Stock Holding History

Wedmont Private Capital’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	$2.57M	Sell	4,203 -79	-2%	-$43.1K	0.07%	147
2026 Q1	$1.81M	Sell	4,282 -316	-7%	-$125K	0.06%	181
2025 Q4	$1.77M	Buy	4,598 +329	+8%	+$115K	0.06%	177
2025 Q3	$1.44M	Buy	4,269 +1,082	+34%	+$320K	0.05%	210
2025 Q2	$910K	Buy	3,187 +1,377	+76%	+$319K	0.04%	279
2025 Q1	$364K	Buy	1,810 +43	+2%	+$10.3K	0.02%	464
2024 Q4	$437K	Buy	1,767 +565	+47%	+$140K	0.02%	429
2024 Q3	$298K	Sell	1,202 -350	-23%	-$85.1K	0.02%	508
2024 Q2	$426K	Buy	1,552 +537	+53%	+$126K	0.03%	384
2024 Q1	$227K	Buy	+1,015	New	+$204K	0.02%	534

Other funds holding SMH

M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return