EP Wealth Advisors’s SEI High Yield Bond & Alternative Credit ETF LEND Stock Holding History

EP Wealth Advisors’s Portfolio LEND Stock Details LEND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$291K	Buy	+11,545	New	+$290K	﹤0.01%	1317

Other funds holding LEND

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SWGC

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

STB

S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 1-Year Est. Return

TPBG

Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

EP Wealth Advisors's LEND Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in SEI High Yield Bond & Alternative Credit ETF (LEND) in Q2 2026: 11,545 shares worth $291K. The stake represents ﹤0.01% of the portfolio and ranks #1317 among its holdings.

91 funds tracked by Wall St. Rank hold LEND as of Q2 2026.

EP Wealth Advisors held 11,545 shares of SEI High Yield Bond & Alternative Credit ETF worth $291K as of Q2 2026.
SEI High Yield Bond & Alternative Credit ETF was a new EP Wealth Advisors position in Q2 2026.
SEI High Yield Bond & Alternative Credit ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1317 holding.
91 funds tracked by Wall St. Rank held SEI High Yield Bond & Alternative Credit ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.