WESPAC Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

WESPAC Advisors’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	$466K	Sell	711 -1,050	-60%	-$573K	0.23%	121
2026 Q1	$675K	Sell	1,761 -100	-5%	-$39.7K	0.37%	87
2025 Q4	$670K	Buy	1,861 +535	+40%	+$188K	0.36%	85
2025 Q3	$433K	Sell	1,326 -15	-1%	-$4.44K	0.25%	124
2025 Q2	$374K	Buy	1,341 +195	+17%	+$45.2K	0.26%	122
2025 Q1	$242K	Hold	1,146	–	–	0.2%	138
2024 Q4	$278K	Buy	1,146 +163	+17%	+$40.4K	0.2%	141
2024 Q3	$241K	Sell	983 -72	-7%	-$17.5K	0.18%	134
2024 Q2	$275K	Hold	1,055	–	–	0.22%	131
2024 Q1	$237K	Buy	+1,055	New	+$212K	0.14%	152

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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's SMH Position: Q2 2026 in Review

WESPAC Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 60% in Q2 2026, selling an estimated $573K and leaving 711 shares worth $466K. The position accounts for 0.23% of the portfolio, ranked #121.

WESPAC Advisors first reported a position in SMH in Q1 2024 and has held it in 10 quarters since. The position peaked at $675K in Q1 2026. 1,553 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

WESPAC Advisors held 711 shares of VanEck Semiconductor ETF worth $466K as of Q2 2026.
WESPAC Advisors sold 1,050 VanEck Semiconductor ETF shares in Q2 2026, an estimated $573K.
VanEck Semiconductor ETF made up 0.23% of WESPAC Advisors's portfolio in Q2 2026, its #121 holding.
WESPAC Advisors first reported a position in VanEck Semiconductor ETF in Q1 2024 and has held it in 10 quarters since.
WESPAC Advisors's VanEck Semiconductor ETF position peaked at $675K in Q1 2026.
1,553 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.