World Equity Group
SMH icon

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
Q3 		– Sell
-607
Closed -$398K – 352
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

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Rezny Wealth Management
Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Blue Zone Wealth Advisors
Blue Zone Wealth Advisors Los Angeles, California $636M AUM 19.4% 1-Year Est. Return

World Equity Group's SMH Position: Q3 2026 in Review

World Equity Group sold out of VanEck Semiconductor ETF (SMH) in Q3 2026, closing a stake of 607 shares — an estimated $398K sold.

World Equity Group first reported a position in SMH in Q3 2023 and held it in 4 quarters. The position peaked at $734K in Q3 2023. 500 funds tracked by Wall St. Rank hold SMH as of Q3 2026.

  • World Equity Group reported no remaining VanEck Semiconductor ETF position as of Q3 2026 after selling out during the quarter.
  • World Equity Group sold 607 VanEck Semiconductor ETF shares in Q3 2026, an estimated $398K.
  • World Equity Group first reported a position in VanEck Semiconductor ETF in Q3 2023 and held it in 4 quarters.
  • World Equity Group's VanEck Semiconductor ETF position peaked at $734K in Q3 2023.
  • 500 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.