WT Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

WT Wealth Management’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	$12.7M	Sell	19,410 -3,981	-17%	-$2.17M	3.53%	3
2026 Q1	$8.97M	Buy	23,391 +256	+1%	+$102K	2.67%	7
2025 Q4	$8.33M	Sell	23,135 -3,455	-13%	-$1.21M	2.4%	11
2025 Q3	$8.68M	Sell	26,590 -2,105	-7%	-$623K	2.5%	10
2025 Q2	$8M	Sell	28,695 -749	-3%	-$174K	2.37%	10
2025 Q1	$6.23M	Buy	29,444 +5,109	+21%	+$1.22M	2.02%	17
2024 Q4	$5.89M	Sell	24,335 -298	-1%	-$73.9K	1.85%	16
2024 Q3	$6.2M	Sell	24,633 -217	-0.9%	-$52.8K	1.98%	16
2024 Q2	$6.48M	Sell	24,850 -1,612	-6%	-$378K	2.21%	12
2024 Q1	$5.95M	Sell	26,462 -1,003	-4%	-$202K	2.13%	12
2023 Q4	$4.8M	Buy	27,465 +6,164	+29%	+$965K	1.9%	14
2023 Q3	$3.09M	Sell	21,301 -2,565	-11%	-$388K	1.32%	16
2023 Q2	$3.63M	Buy	23,866 +636	+3%	+$85.9K	1.51%	14
2023 Q1	$3.06M	Buy	23,230 +19,828	+583%	+$2.38M	1.32%	19
2022 Q4	$345K	Sell	3,402 -224	-6%	-$22.8K	0.17%	79
2022 Q3	$336K	Sell	3,626 -16,490	-82%	-$1.8M	0.17%	78
2022 Q2	$2.05M	Buy	20,116 +3,560	+22%	+$413K	1.01%	26
2022 Q1	$2.23M	Buy	16,556 +712	+4%	+$97.5K	0.86%	34
2021 Q4	$2.45M	Sell	15,844 -26	-0.2%	-$3.76K	0.9%	35
2021 Q3	$2.03M	Buy	15,870 +688	+5%	+$90.6K	0.78%	38
2021 Q2	$1.99M	Sell	15,182 -1,352	-8%	-$167K	0.81%	32
2021 Q1	$2.01M	Sell	16,534 -1,578	-9%	-$187K	0.93%	28
2020 Q4	$1.98M	Buy	18,112 +2,082	+13%	+$206K	1.08%	28
2020 Q3	$1.4M	Buy	+16,030	New	+$1.34M	0.92%	29
2019 Q4	–	Sell	-20,102	Closed	-$1.2M	–	94
2019 Q3	$1.2M	Buy	+20,102	New	+$1.16M	1.04%	26

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

WT Wealth Management's SMH Position: Q2 2026 in Review

WT Wealth Management reduced its VanEck Semiconductor ETF (SMH) stake by 17% in Q2 2026, selling an estimated $2.17M and leaving 19,410 shares worth $12.7M. The position accounts for 3.53% of the portfolio, ranked #3.

WT Wealth Management first reported a position in SMH in Q3 2019 and has held it in 25 quarters since. 1,542 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

WT Wealth Management held 19,410 shares of VanEck Semiconductor ETF worth $12.7M as of Q2 2026.
WT Wealth Management sold 3,981 VanEck Semiconductor ETF shares in Q2 2026, an estimated $2.17M.
VanEck Semiconductor ETF made up 3.53% of WT Wealth Management's portfolio in Q2 2026, its #3 holding.
WT Wealth Management first reported a position in VanEck Semiconductor ETF in Q3 2019 and has held it in 25 quarters since.
1,542 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.