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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
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

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
RWM
Rezny Wealth Management Fort Myers, Florida $579M AUM 34.89% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AIM
Adapt Investment Managers Geneva, Switzerland $12.6B AUM 11.86% 1-Year Est. Return

Westhampton Capital's SMH Position: Q2 2026 in Review

Westhampton Capital increased its VanEck Semiconductor ETF (SMH) stake by 0.46% in Q2 2026, buying an estimated $1.64K and bringing the position to 655 shares worth $430K. The position accounts for 0.18% of the portfolio, ranked #94.

Westhampton Capital first reported a position in SMH in Q1 2026 and has held it in 2 quarters since. 538 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Westhampton Capital held 655 shares of VanEck Semiconductor ETF worth $430K as of Q2 2026.
  • Westhampton Capital bought 3 VanEck Semiconductor ETF shares in Q2 2026, an estimated $1.64K.
  • VanEck Semiconductor ETF made up 0.18% of Westhampton Capital's portfolio in Q2 2026, its #94 holding.
  • Westhampton Capital first reported a position in VanEck Semiconductor ETF in Q1 2026 and has held it in 2 quarters since.
  • 538 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Westhampton Capital's 13F filing for Q2 2026, filed 14 Jul 2026.