Wisconsin Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Wisconsin Wealth 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 Q3	$2.6M	Buy	4,263 +60	+1%	+$34.4K	2.18%	15
2026 Q2	$2.76M	Sell	4,203 -1,555	-27%	-$848K	2.36%	12
2026 Q1	$2.21M	Buy	5,758 +66	+1%	+$26.2K	2.17%	13
2025 Q4	$2.05M	Sell	5,692 -36	-0.6%	-$12.6K	2.01%	15
2025 Q3	$1.87M	Sell	5,728 -112	-2%	-$33.2K	1.78%	18
2025 Q2	$1.63M	Buy	5,840 +360	+7%	+$83.5K	1.87%	16
2025 Q1	$1.16M	Buy	5,480 +550	+11%	+$132K	1.66%	21
2024 Q4	$1.19M	Buy	+4,930	New	+$1.22M	1.76%	18

Other funds holding SMH

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

RMC

Ring Mountain Capital Tiburon, California $245M AUM 48.62% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wisconsin Wealth Advisors's SMH Position: Q3 2026 in Review

Wisconsin Wealth Advisors increased its VanEck Semiconductor ETF (SMH) stake by 1.4% in Q3 2026, buying an estimated $34.4K and bringing the position to 4,263 shares worth $2.6M. The position accounts for 2.18% of the portfolio, ranked #15.

Wisconsin Wealth Advisors first reported a position in SMH in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.76M in Q2 2026. 164 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

Wisconsin Wealth Advisors held 4,263 shares of VanEck Semiconductor ETF worth $2.6M as of Q3 2026.
Wisconsin Wealth Advisors bought 60 VanEck Semiconductor ETF shares in Q3 2026, an estimated $34.4K.
VanEck Semiconductor ETF made up 2.18% of Wisconsin Wealth Advisors's portfolio in Q3 2026, its #15 holding.
Wisconsin Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q4 2024 and has held it in 8 quarters since.
Wisconsin Wealth Advisors's VanEck Semiconductor ETF position peaked at $2.76M in Q2 2026.
164 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.