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WESPAC Advisors SoCal’s VanEck Semiconductor ETF SMH Stock Holding History

WESPAC Advisors SoCal’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 		$31.5M Sell
48,055
-13,102
-21% -$7.15M 5.63% 1
2026
Q1 		$23.4M Sell
61,157
-9,347
-13% -$3.71M 4.99% 1
2025
Q4 		$25.4M Buy
70,504
+2,251
+3% +$790K 5.12% 1
2025
Q3 		$22.3M Buy
68,253
+2,433
+4% +$720K 4.52% 1
2025
Q2 		$18.4M Sell
65,820
-900
-1% -$209K 4.1% 2
2025
Q1 		$14.1M Sell
66,720
-9,477
-12% -$2.27M 3.68% 5
2024
Q4 		$18.5M Buy
76,197
+4,946
+7% +$1.23M 4.17% 3
2024
Q3 		$17.5M Buy
71,251
+74
+0.1% +$18K 4.05% 4
2024
Q2 		$18.6M Sell
71,177
-64
-0.1% -$15K 4.66% 3
2024
Q1 		$16M Buy
71,241
+8,338
+13% +$1.68M 4.19% 6
2023
Q4 		$11M Buy
+62,903
New +$9.85M 3.2% 8

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JRP
Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

WESPAC Advisors SoCal's SMH Position: Q2 2026 in Review

WESPAC Advisors SoCal reduced its VanEck Semiconductor ETF (SMH) stake by 21% in Q2 2026, selling an estimated $7.15M and leaving 48,055 shares worth $31.5M. The position accounts for 5.63% of the portfolio, ranked #1.

WESPAC Advisors SoCal first reported a position in SMH in Q4 2023 and has held it in 11 quarters since. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • WESPAC Advisors SoCal held 48,055 shares of VanEck Semiconductor ETF worth $31.5M as of Q2 2026.
  • WESPAC Advisors SoCal sold 13,102 VanEck Semiconductor ETF shares in Q2 2026, an estimated $7.15M.
  • VanEck Semiconductor ETF made up 5.63% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #1 holding.
  • WESPAC Advisors SoCal first reported a position in VanEck Semiconductor ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.