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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

RWM

Rezny Wealth Management Fort Myers, Florida $579M AUM 34.89% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

MLCM

M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 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. 299 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.
299 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.