Leith Wheeler Investment Counsel’s SEI Investments SEIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$15.3M Sell
174,506
-21,743
-11% -$1.9M 1.16% 20
2026
Q1
$15.4M Sell
196,249
-134
-0.1% -$11K 1.27% 21
2025
Q4
$16.1M Sell
196,383
-6,922
-3% -$569K 1.21% 21
2025
Q3
$17.3M Buy
203,305
+2,896
+1% +$257K 1.17% 22
2025
Q2
$18M Sell
200,409
-5,400
-3% -$435K 1.28% 21
2025
Q1
$16M Buy
205,809
+2,592
+1% +$208K 1.11% 25
2024
Q4
$16.8M Sell
203,217
-7,265
-3% -$570K 1.21% 20
2024
Q3
$14.6M Sell
210,482
-8,424
-4% -$562K 1.02% 23
2024
Q2
$14.2M Buy
218,906
+1,600
+0.7% +$108K 1.22% 20
2024
Q1
$15.6M Buy
217,306
+200
+0.1% +$13.3K 1.52% 8
2023
Q4
$13.8M Sell
217,106
-2,800
-1% -$163K 1.51% 11
2023
Q3
$13.2M Buy
219,906
+28,741
+15% +$1.77M 1.75% 5
2023
Q2
$11.4M Buy
191,165
+950
+0.5% +$55.3K 1.49% 10
2023
Q1
$10.9M Buy
190,215
+1,300
+0.7% +$78K 1.61% 10
2022
Q4
$11M Sell
188,915
-400
-0.2% -$22.5K 1.66% 10
2022
Q3
$9.29M Buy
189,315
+8,200
+5% +$448K 1.56% 13
2022
Q2
$12.6M Buy
+181,115
New +$10.2M 1.66% 10

Other funds holding SEIC

Leith Wheeler Investment Counsel's SEIC Position: Q2 2026 in Review

Leith Wheeler Investment Counsel reduced its SEI Investments (SEIC) stake by 11% in Q2 2026, selling an estimated $1.9M and leaving 174,506 shares worth $15.3M. The position accounts for 1.16% of the portfolio, ranked #20.

Leith Wheeler Investment Counsel first reported a position in SEIC in Q2 2022 and has held it in 17 quarters since. The position peaked at $18M in Q2 2025. 573 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Leith Wheeler Investment Counsel held 174,506 shares of SEI Investments worth $15.3M as of Q2 2026.
  • Leith Wheeler Investment Counsel sold 21,743 SEI Investments shares in Q2 2026, an estimated $1.9M.
  • SEI Investments made up 1.16% of Leith Wheeler Investment Counsel's portfolio in Q2 2026, its #20 holding.
  • Leith Wheeler Investment Counsel first reported a position in SEI Investments in Q2 2022 and has held it in 17 quarters since.
  • Leith Wheeler Investment Counsel's SEI Investments position peaked at $18M in Q2 2025.
  • 573 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Leith Wheeler Investment Counsel's 13F filing for Q2 2026, filed 5 Aug 2026.