World Equity Group’s VanEck Semiconductor ETF SMH Stock Holding History

World Equity 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	$398K	Buy	+607	New	+$331K	0.09%	257
2025 Q1	–	Sell	-1,022	Closed	-$248K	–	362
2024 Q4	$248K	Buy	+1,022	New	+$254K	0.05%	306
2024 Q3	–	Sell	-852	Closed	-$222K	–	303
2024 Q2	$222K	Buy	+852	New	+$200K	0.07%	245
2023 Q4	–	Sell	-5,061	Closed	-$734K	–	370
2023 Q3	$734K	Buy	+5,061	New	+$767K	0.15%	153

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

World Equity Group's SMH Position: Q2 2026 in Review

World Equity Group opened a new position in VanEck Semiconductor ETF (SMH) in Q2 2026: 607 shares worth $398K. The stake represents 0.09% of the portfolio and ranks #257 among its holdings. This is a return to the name: World Equity Group previously reported a position in SMH as recently as Q4 2024.

World Equity Group first reported a position in SMH in Q3 2023 and has held it in 4 quarters since. The position peaked at $734K in Q3 2023. 1,552 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

World Equity Group held 607 shares of VanEck Semiconductor ETF worth $398K as of Q2 2026.
VanEck Semiconductor ETF was a new World Equity Group position in Q2 2026.
VanEck Semiconductor ETF made up 0.09% of World Equity Group's portfolio in Q2 2026, its #257 holding.
World Equity Group first reported a position in VanEck Semiconductor ETF in Q3 2023 and has held it in 4 quarters since.
World Equity Group's VanEck Semiconductor ETF position peaked at $734K in Q3 2023.
1,552 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.