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	$30.7M	Buy	80,000 +60,000	+300%	+$23.8M	0.01%	1238
2025 Q4	$7.2M	Sell	20,000 -25,000	-56%	-$8.77M	﹤0.01%	2332
2025 Q3	$14.7M	Sell	45,000 -152,600	-77%	-$45.2M	﹤0.01%	1697
2025 Q2	$55.1M	Buy	197,600 +104,000	+111%	+$24.1M	0.01%	814
2025 Q1	$19.8M	Buy	93,600 +54,600	+140%	+$13.1M	﹤0.01%	1352
2024 Q4	$9.44M	Sell	39,000 -41,000	-51%	-$10.2M	﹤0.01%	1928
2024 Q3	$19.6M	Buy	80,000 +75,000	+1,500%	+$18.2M	﹤0.01%	1314
2024 Q2	$1.3M	Hold	5,000	–	–	﹤0.01%	3308
2024 Q1	$1.12M	Sell	5,000 -95,000	-95%	-$19.1M	﹤0.01%	3387
2023 Q4	$17.5M	Sell	100,000 -60,000	-38%	-$9.39M	﹤0.01%	1280
2023 Q3	$23.2M	Buy	160,000 +60,000	+60%	+$9.09M	0.01%	1001
2023 Q2	$15.2M	Buy	100,000 +99,600	+24,900%	+$13.5M	﹤0.01%	1307
2023 Q1	$52.6K	Hold	400	–	–	﹤0.01%	5135
2022 Q4	$40.6K	Buy	+400	New	+$40.7K	﹤0.01%	4962
2021 Q2	–	Sell	-20,000	Closed	-$2.44M	–	7383
2021 Q1	$2.44M	Buy	+20,000	New	+$2.37M	﹤0.01%	3523
2020 Q3	–	Sell	-243,400	Closed	-$262K	–	6842
2020 Q2	$262K	Buy	243,400 +135,000	+125%	+$9.28M	﹤0.01%	4753
2020 Q1	$844K	Sell	108,400 -376,200	-78%	-$25.4M	﹤0.01%	3648
2019 Q4	$120K	Sell	484,600 -198,600	-29%	-$13M	﹤0.01%	5212
2019 Q3	$242K	Sell	683,200 -539,800	-44%	-$31.2M	﹤0.01%	4848
2019 Q2	$1.31M	Buy	+1,223,000	New	+$66.5M	﹤0.01%	3685
2019 Q1	–	Sell	-161,200	Closed	-$331K	–	6404
2018 Q4	$331K	Sell	161,200 -316,400	-66%	-$14.8M	﹤0.01%	4610
2018 Q3	$355K	Sell	477,600 -1,007,200	-68%	-$53.5M	﹤0.01%	4679
2018 Q2	$3.34M	Buy	1,484,800 +547,600	+58%	+$28.6M	﹤0.01%	3036
2018 Q1	$2.37M	Buy	+937,200	New	+$49.4M	﹤0.01%	3244
2017 Q1	–	Sell	-582,200	Closed	-$141K	–	6475
2016 Q4	$141K	Buy	582,200 +162,200	+39%	+$5.66M	﹤0.01%	4956
2016 Q3	$119K	Buy	+420,000	New	+$13.4M	﹤0.01%	4809

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.