Wheelhouse Advisory Group’s VanEck Semiconductor ETF SMH Stock Holding History

Wheelhouse Advisory Group’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	$314K	Buy	+478	New	+$261K	0.09%	44

Other funds holding SMH

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wheelhouse Advisory Group's SMH Position: Q2 2026 in Review

Wheelhouse Advisory Group opened a new position in VanEck Semiconductor ETF (SMH) in Q2 2026: 478 shares worth $314K. The stake represents 0.09% of the portfolio and ranks #44 among its holdings.

1,065 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

Wheelhouse Advisory Group held 478 shares of VanEck Semiconductor ETF worth $314K as of Q2 2026.
VanEck Semiconductor ETF was a new Wheelhouse Advisory Group position in Q2 2026.
VanEck Semiconductor ETF made up 0.09% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #44 holding.
1,065 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.