WPG Advisers’s VanEck Short Muni ETF SMB Stock Holding History

WPG Advisers’s Portfolio SMB Stock Details SMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$434	Sell	25 -13	-34%	-$225	﹤0.01%	1454
2026 Q1	$657	Hold	38	–	–	﹤0.01%	1323
2025 Q4	$662	Hold	38	–	–	﹤0.01%	1348
2025 Q3	$662	Hold	38	–	–	﹤0.01%	1330
2025 Q2	$656	Hold	38	–	–	﹤0.01%	1320
2025 Q1	$651	Sell	38 -2,159	-98%	-$37K	﹤0.01%	1319
2024 Q4	$37.5K	Buy	+2,197	New	+$37.7K	0.03%	343

Other funds holding SMB

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

MWM

MY Wealth Management Germantown, Maryland $142M AUM 17.58% 1-Year Est. Return

IFG

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

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WIM

Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return

WPG Advisers's SMB Position: Q2 2026 in Review

WPG Advisers reduced its VanEck Short Muni ETF (SMB) stake by 34% in Q2 2026, selling an estimated $225 and leaving 25 shares worth $434. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

WPG Advisers first reported a position in SMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $37.5K in Q4 2024. 53 funds tracked by Wall St. Rank hold SMB as of Q2 2026.

WPG Advisers held 25 shares of VanEck Short Muni ETF worth $434 as of Q2 2026.
WPG Advisers sold 13 VanEck Short Muni ETF shares in Q2 2026, an estimated $225.
VanEck Short Muni ETF made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #1454 holding.
WPG Advisers first reported a position in VanEck Short Muni ETF in Q4 2024 and has held it in 7 quarters since.
WPG Advisers's VanEck Short Muni ETF position peaked at $37.5K in Q4 2024.
53 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.