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 Q3	$1.42M	Sell	2,343 -1,860	-44%	-$1.07M	0.03%	286
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

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Wedmont Private Capital's SMH Position: Q3 2026 in Review

Wedmont Private Capital reduced its VanEck Semiconductor ETF (SMH) stake by 44% in Q3 2026, selling an estimated $1.07M and leaving 2,343 shares worth $1.42M. The position accounts for 0.03% of the portfolio, ranked #286.

Wedmont Private Capital first reported a position in SMH in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.57M in Q2 2026. 110 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

Wedmont Private Capital held 2,343 shares of VanEck Semiconductor ETF worth $1.42M as of Q3 2026.
Wedmont Private Capital sold 1,860 VanEck Semiconductor ETF shares in Q3 2026, an estimated $1.07M.
VanEck Semiconductor ETF made up 0.03% of Wedmont Private Capital's portfolio in Q3 2026, its #286 holding.
Wedmont Private Capital first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 11 quarters since.
Wedmont Private Capital's VanEck Semiconductor ETF position peaked at $2.57M in Q2 2026.
110 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.