Northwestern Mutual Wealth Management Co. Buys 21,488 Shares of VanEck Semiconductor ETF $SMH

Northwestern Mutual Wealth Management Co. grew its stake in VanEck Semiconductor ETF (NASDAQ:SMH) by 4.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 548,017 shares of the company’s stock after acquiring an additional 21,488 shares during the quarter. Northwestern Mutual Wealth Management Co. owned 0.50% of VanEck Semiconductor ETF worth $197,357,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in SMH. AQR Capital Management LLC boosted its holdings in VanEck Semiconductor ETF by 4.8% in the first quarter. AQR Capital Management LLC now owns 2,381 shares of the company’s stock worth $504,000 after acquiring an additional 109 shares in the last quarter. Empowered Funds LLC lifted its stake in shares of VanEck Semiconductor ETF by 32.5% in the first quarter. Empowered Funds LLC now owns 11,789 shares of the company’s stock worth $2,493,000 after buying an additional 2,890 shares in the last quarter. EverSource Wealth Advisors LLC lifted its stake in shares of VanEck Semiconductor ETF by 28.6% in the second quarter. EverSource Wealth Advisors LLC now owns 477 shares of the company’s stock worth $133,000 after buying an additional 106 shares in the last quarter. First Trust Advisors LP bought a new position in shares of VanEck Semiconductor ETF in the second quarter worth approximately $370,000. Finally, Gamco Investors INC. ET AL bought a new position in shares of VanEck Semiconductor ETF in the second quarter worth approximately $1,116,000.

VanEck Semiconductor ETF Stock Performance

Shares of NASDAQ SMH opened at $599.83 on Friday. The firm’s 50 day moving average price is $479.67 and its 200-day moving average price is $415.15. The company has a market cap of $69.69 billion, a PE ratio of 34.83 and a beta of 1.70. VanEck Semiconductor ETF has a 52-week low of $235.37 and a 52-week high of $612.30.

Key Headlines Impacting VanEck Semiconductor ETF

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

• Positive Sentiment: Applied Materials’ CEO said semiconductors are in their strongest period ever, citing AI-driven demand and long-term growth for chip equipment and the broader semiconductor industry. Article Title
• Positive Sentiment: Market commentary continues to frame chips as one of the biggest winners from the AI spending boom, with articles highlighting strong demand across the semiconductor supply chain and the “Magnificent Semis” theme. Article Title
• Positive Sentiment: Investor attention on semiconductor ETFs remains elevated, with SMH vs. SOXX among the most-compared ETF matchups, suggesting continued capital-rotation interest into chip funds. Article Title
• Positive Sentiment: AI memory shortages are still intensifying, with stacked DRAM and high-bandwidth memory supply expected to remain tight well into 2027, which supports demand for semiconductor makers tied to AI infrastructure. Article Title
• Neutral Sentiment: Broader market strength and Nasdaq gains on easing geopolitical fears also provided a constructive backdrop for technology stocks, including semiconductor shares. Article Title
• Neutral Sentiment: Huawei’s push to improve chip performance through speed rather than smaller transistors may help China work around U.S. sanctions, but the long-term competitive impact on global chip ETFs is still unclear. Article Title
• Negative Sentiment: Recent commentary has also noted how far the chip rally has already run, which may raise valuation concerns even as fundamentals remain strong. Article Title

VanEck Semiconductor ETF 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.