Cassady Wealth & Retirement Planning LLC Boosts Stake in VanEck Semiconductor ETF $SMH

Cassady Wealth & Retirement Planning LLC grew its holdings in shares of VanEck Semiconductor ETF (NASDAQ:SMH) by 18.8% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 7,760 shares of the company’s stock after acquiring an additional 1,227 shares during the quarter. VanEck Semiconductor ETF comprises 1.5% of Cassady Wealth & Retirement Planning LLC’s investment portfolio, making the stock its 25th largest position. Cassady Wealth & Retirement Planning LLC’s holdings in VanEck Semiconductor ETF were worth $2,975,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. AQR Capital Management LLC grew its position in VanEck Semiconductor ETF by 4.8% during the first quarter. AQR Capital Management LLC now owns 2,381 shares of the company’s stock valued at $504,000 after acquiring an additional 109 shares during the last quarter. Empowered Funds LLC lifted its holdings in shares of VanEck Semiconductor ETF by 32.5% in the 1st quarter. Empowered Funds LLC now owns 11,789 shares of the company’s stock worth $2,493,000 after acquiring an additional 2,890 shares during the last quarter. EverSource Wealth Advisors LLC boosted its stake in shares of VanEck Semiconductor ETF by 28.6% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 477 shares of the company’s stock valued at $133,000 after purchasing an additional 106 shares in the last quarter. First Trust Advisors LP purchased a new stake in shares of VanEck Semiconductor ETF in the 2nd quarter valued at $370,000. Finally, Gamco Investors INC. ET AL bought a new position in shares of VanEck Semiconductor ETF during the 2nd quarter valued at $1,116,000.

Key Headlines Impacting VanEck Semiconductor ETF

Here are the key news stories impacting VanEck Semiconductor ETF this week:

• Positive Sentiment: SMH has delivered strong longer-term performance, benefiting from the artificial-intelligence investment cycle. One report says the ETF returned about 45% year to date, despite Nvidia’s relatively limited contribution, suggesting gains have broadened across semiconductor companies. This Chip ETF Just Pulled Off a Historic 2026 While Nvidia Stumbled
• Positive Sentiment: The ETF’s decade-long gains highlight the structural growth potential of semiconductors, including demand tied to AI, data centers and advanced computing. However, these past returns also raise expectations and valuation sensitivity. If You’d Invested $1,000 in SMH 10 Years Ago, Here’s How Much You’d Have Today

VanEck Semiconductor ETF Stock Down 4.8%

NASDAQ SMH opened at $504.22 on Thursday. The company has a 50-day simple moving average of $599.34 and a two-hundred day simple moving average of $490.84. VanEck Semiconductor ETF has a 12-month low of $279.19 and a 12-month high of $671.83. The firm has a market cap of $60.78 billion, a price-to-earnings ratio of 34.83 and a beta of 1.71.

VanEck Semiconductor ETF Company Profile

The VanEck Semiconductor ETF (SMH) is an exchange-traded fund that is based on the MVIS US Listed Semiconductor 25 index, a market-cap-weighted index of 25 of the largest US-listed semiconductors companies. SMH was launched on May 5, 2000 and is managed by VanEck.