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WWM
Western Wealth Management’s
VanEck Semiconductor ETF
SMH
Stock Holding History
Western Wealth Management’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
$6.66M
Buy
17,376
+3,651
+27%
+$1.45M
0.25%
74
2025
Q4
$4.94M
Buy
13,725
+1,186
+9%
+$416K
0.23%
85
2025
Q3
$4.09M
Sell
12,539
-221
-2%
-$65.4K
0.22%
95
2025
Q2
$3.56M
Buy
12,760
+535
+4%
+$124K
0.21%
98
2025
Q1
$2.59M
Sell
12,225
-115
-0.9%
-$27.6K
0.17%
120
2024
Q4
$2.99M
Sell
12,340
-1,244
-9%
-$309K
0.2%
100
2024
Q3
$3.33M
Buy
13,584
+3,513
+35%
+$854K
0.19%
105
2024
Q2
$2.63M
Buy
10,071
+424
+4%
+$99.4K
0.19%
105
2024
Q1
$2.17M
Sell
9,647
-147
-2%
-$29.6K
0.17%
121
2023
Q4
$1.71M
Buy
9,794
+873
+10%
+$137K
0.12%
172
2023
Q3
$1.29M
Sell
8,921
-1,482
-14%
-$224K
0.11%
196
2023
Q2
$1.58M
Buy
10,403
+1,741
+20%
+$235K
0.14%
162
2023
Q1
$1.14M
Buy
8,662
+1,340
+18%
+$161K
0.11%
208
2022
Q4
$743K
Sell
7,322
-7,106
-49%
-$722K
0.08%
275
2022
Q3
$1.34M
Buy
14,428
+4,466
+45%
+$487K
0.08%
248
2022
Q2
$1.01M
Sell
9,962
-636
-6%
-$73.9K
0.06%
302
2022
Q1
$1.43M
Buy
10,598
+6,326
+148%
+$866K
0.07%
264
2021
Q4
$661K
Buy
+4,272
New
+$618K
0.07%
276
2021
Q2
$407K
Buy
3,100
+262
+9%
+$32.4K
0.04%
409
2021
Q1
$346K
Buy
+2,838
New
+$336K
0.05%
372
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
$376B AUM
19.32%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B 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
$152B AUM
31.61%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
MIH
Meitav Investment House
Bene-Beraq, Israel
$9.12B AUM
42.07%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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