Wells Fargo’s VanEck Semiconductor ETF SMH Stock Holding History

Wells Fargo’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	-28,500	Closed	-$10.3M	–	7432
2025 Q4	$10.3M	Sell	28,500 -21,500	-43%	-$7.54M	﹤0.01%	2024
2025 Q3	$16.3M	Sell	50,000 -142,600	-74%	-$42.2M	﹤0.01%	1623
2025 Q2	$53.7M	Buy	192,600 +97,400	+102%	+$22.6M	0.01%	820
2025 Q1	$20.1M	Sell	95,200 -53,400	-36%	-$12.8M	﹤0.01%	1339
2024 Q4	$36M	Buy	148,600 +18,600	+14%	+$4.61M	0.01%	979
2024 Q3	$31.9M	Sell	130,000 -713,000	-85%	-$173M	0.01%	1014
2024 Q2	$220M	Buy	843,000 +643,000	+322%	+$151M	0.05%	293
2024 Q1	$45M	Buy	+200,000	New	+$40.2M	0.01%	808
2022 Q3	–	Sell	-18,800	Closed	-$1.92M	–	7289
2022 Q2	$1.92M	Buy	+18,800	New	+$2.18M	﹤0.01%	2836
2021 Q2	–	Sell	-20,000	Closed	-$2.44M	–	7382
2021 Q1	$2.44M	Buy	+20,000	New	+$2.37M	﹤0.01%	3522
2020 Q3	–	Sell	-75,000	Closed	-$174K	–	6841
2020 Q2	$174K	Buy	+75,000	New	+$5.15M	﹤0.01%	4982
2020 Q1	–	Sell	-111,000	Closed	-$28K	–	6733
2019 Q4	$28K	Sell	111,000 -21,000	-16%	-$1.38M	﹤0.01%	5665
2019 Q3	$722K	Sell	132,000 -290,000	-69%	-$16.8M	﹤0.01%	4102
2019 Q2	$1.35M	Buy	+422,000	New	+$23M	﹤0.01%	3659
2019 Q1	–	Sell	-231,400	Closed	-$201K	–	6403
2018 Q4	$201K	Sell	231,400 -35,600	-13%	-$1.67M	﹤0.01%	4901
2018 Q3	$1.58M	Buy	267,000 +249,400	+1,417%	+$13.2M	﹤0.01%	3590
2018 Q2	$21K	Sell	17,600 -136,400	-89%	-$7.13M	﹤0.01%	5805
2018 Q1	$241K	Buy	+154,000	New	+$8.11M	﹤0.01%	4883

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Wells Fargo's SMH Position: Q1 2026 in Review

Wells Fargo increased its VanEck Semiconductor ETF (SMH) stake by 8.2% in Q1 2026, buying an estimated $27.5M and bringing the position to 918,973 shares worth $352M. The position accounts for 0.07% of the portfolio, ranked #254.

Wells Fargo first reported a position in SMH in Q2 2013 and has held it in 52 quarters since. 1,297 funds tracked by Wall St. Rank hold SMH as of Q1 2026.

Wells Fargo held 918,973 shares of VanEck Semiconductor ETF worth $352M as of Q1 2026.
Wells Fargo bought 69,288 VanEck Semiconductor ETF shares in Q1 2026, an estimated $27.5M.
VanEck Semiconductor ETF made up 0.07% of Wells Fargo's portfolio in Q1 2026, its #254 holding.
Wells Fargo first reported a position in VanEck Semiconductor ETF in Q2 2013 and has held it in 52 quarters since.
1,297 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.