MWP
LEND

Meriwether Wealth & Planning’s SEI High Yield Bond & Alternative Credit ETF LEND Stock Holding History

Meriwether Wealth & Planning’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 		$804K Buy
+31,945
New +$803K 0.4% 49

Other funds holding LEND

Osaic Holdings
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
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
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
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

Meriwether Wealth & Planning's LEND Position: Q2 2026 in Review

Meriwether Wealth & Planning opened a new position in SEI High Yield Bond & Alternative Credit ETF (LEND) in Q2 2026: 31,945 shares worth $804K. The stake represents 0.4% of the portfolio and ranks #49 among its holdings.

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

  • Meriwether Wealth & Planning held 31,945 shares of SEI High Yield Bond & Alternative Credit ETF worth $804K as of Q2 2026.
  • SEI High Yield Bond & Alternative Credit ETF was a new Meriwether Wealth & Planning position in Q2 2026.
  • SEI High Yield Bond & Alternative Credit ETF made up 0.4% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #49 holding.
  • 91 funds tracked by Wall St. Rank held SEI High Yield Bond & Alternative Credit ETF as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.