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WT Asset Management’s Semtech SMTC Stock Holding History

WT Asset Management’s Portfolio SMTC Stock Details SMTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$96.2M Buy
+539,196
New +$76.4M 1.56% 20
2025
Q1 		– Sell
-20,000
Closed -$1.24M – 45
2024
Q4 		$1.24M Buy
+20,000
New +$1.06M 0.14% 35

Other funds holding SMTC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Convergence Investment Partners
Convergence Investment Partners Palm Beach Gardens, Florida $1.35B AUM 71.9% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

WT Asset Management's SMTC Position: Q3 2026 in Review

WT Asset Management opened a new position in Semtech (SMTC) in Q3 2026: 539,196 shares worth $96.2M. The stake represents 1.56% of the portfolio and ranks #20 among its holdings. This is a return to the name: WT Asset Management previously reported a position in SMTC as recently as Q4 2024.

WT Asset Management first reported a position in SMTC in Q4 2024 and has held it in 2 quarters since. 123 funds tracked by Wall St. Rank hold SMTC as of Q3 2026.

  • WT Asset Management held 539,196 shares of Semtech worth $96.2M as of Q3 2026.
  • Semtech was a new WT Asset Management position in Q3 2026.
  • Semtech made up 1.56% of WT Asset Management's portfolio in Q3 2026, its #20 holding.
  • WT Asset Management first reported a position in Semtech in Q4 2024 and has held it in 2 quarters since.
  • 123 funds tracked by Wall St. Rank held Semtech as of Q3 2026.

Based on WT Asset Management's 13F filing for Q3 2026, filed 28 Oct 2026.