Westhampton Capital’s VanEck Semiconductor ETF SMH Stock Holding History

Westhampton Capital’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 Q3	$405K	Buy	665 +10	+2%	+$5.73K	0.18%	92
2026 Q2	$430K	Buy	655 +3	+0.5%	+$1.64K	0.18%	94
2026 Q1	$250K	Buy	+652	New	+$259K	0.12%	111

Other funds holding SMH

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Westhampton Capital's SMH Position: Q3 2026 in Review

Westhampton Capital increased its VanEck Semiconductor ETF (SMH) stake by 1.5% in Q3 2026, buying an estimated $5.73K and bringing the position to 665 shares worth $405K. The position accounts for 0.18% of the portfolio, ranked #92.

Westhampton Capital first reported a position in SMH in Q1 2026 and has held it in 3 quarters since. The position peaked at $430K in Q2 2026. 897 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

Westhampton Capital held 665 shares of VanEck Semiconductor ETF worth $405K as of Q3 2026.
Westhampton Capital bought 10 VanEck Semiconductor ETF shares in Q3 2026, an estimated $5.73K.
VanEck Semiconductor ETF made up 0.18% of Westhampton Capital's portfolio in Q3 2026, its #92 holding.
Westhampton Capital first reported a position in VanEck Semiconductor ETF in Q1 2026 and has held it in 3 quarters since.
Westhampton Capital's VanEck Semiconductor ETF position peaked at $430K in Q2 2026.
897 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Westhampton Capital's 13F filing for Q3 2026, filed 30 Oct 2026.