SEI Investments
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SEI Investments’s WisdomTree International Equity Fund DWM Stock Holding History

SEI Investments’s Portfolio DWM Stock Details DWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.94M Sell
40,093
-1,226
-3% -$90K ﹤0.01% 1761
2026
Q1 		$2.89M Sell
41,319
-383
-0.9% -$27.5K ﹤0.01% 1827
2025
Q4 		$2.87M Sell
41,702
-652
-2% -$43.8K ﹤0.01% 1669
2025
Q3 		$2.8M Sell
42,354
-932
-2% -$60.6K ﹤0.01% 1559
2025
Q2 		$2.75M Sell
43,286
-1,583
-4% -$96.1K ﹤0.01% 1521
2025
Q1 		$2.61M Sell
44,869
-702
-2% -$39.5K ﹤0.01% 1523
2024
Q4 		$2.4M Sell
45,571
-2,163
-5% -$119K ﹤0.01% 1616
2024
Q3 		$2.75M Sell
47,734
-1,351
-3% -$75.2K ﹤0.01% 1538
2024
Q2 		$2.64M Sell
49,085
-936
-2% -$51.2K ﹤0.01% 1521
2024
Q1 		$2.74M Sell
50,021
-3,115
-6% -$165K ﹤0.01% 1476
2023
Q4 		$2.79M Buy
53,136
+1,830
+4% +$90.3K ﹤0.01% 1453
2023
Q3 		$2.48M Sell
51,306
-2,927
-5% -$146K ﹤0.01% 1498
2023
Q2 		$2.71M Sell
54,233
-2,048
-4% -$103K ﹤0.01% 1495
2023
Q1 		$2.8M Sell
56,281
-2,343
-4% -$116K 0.01% 1469
2022
Q4 		$2.76M Buy
58,624
+39,593
+208% +$1.77M 0.01% 1324
2022
Q3 		$764K Sell
19,031
-22,880
-55% -$1.03M ﹤0.01% 1908
2022
Q2 		$1.91M Buy
41,911
+10,429
+33% +$518K ﹤0.01% 1570
2022
Q1 		$1.66M Sell
31,482
-21,516
-41% -$1.15M ﹤0.01% 1610
2021
Q4 		$2.87M Buy
52,998
+15,678
+42% +$840K 0.01% 1419
2021
Q3 		$1.98M Sell
37,320
-320
-0.9% -$17.6K ﹤0.01% 1507
2021
Q2 		$2.04M Sell
37,640
-3,311
-8% -$182K ﹤0.01% 1509
2021
Q1 		$2.07M Hold
40,951
– – 0.01% 1439
2020
Q4 		$2.07M Sell
40,951
-10,713
-21% -$513K 0.01% 1372
2020
Q3 		$2.36M Buy
+51,664
New +$2.39M 0.01% 1211
2016
Q1 		– Sell
-15
Closed -$1K – 2528
2015
Q4 		$1K Buy
+15
New +$716 ﹤0.01% 2428

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments's DWM Position: Q2 2026 in Review

SEI Investments reduced its WisdomTree International Equity Fund (DWM) stake by 3% in Q2 2026, selling an estimated $90K and leaving 40,093 shares worth $2.94M. The position accounts for ﹤0.01% of the portfolio, ranked #1761.

SEI Investments first reported a position in DWM in Q4 2015 and has held it in 25 quarters since. 134 funds tracked by Wall St. Rank hold DWM as of Q2 2026.

  • SEI Investments held 40,093 shares of WisdomTree International Equity Fund worth $2.94M as of Q2 2026.
  • SEI Investments sold 1,226 WisdomTree International Equity Fund shares in Q2 2026, an estimated $90K.
  • WisdomTree International Equity Fund made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #1761 holding.
  • SEI Investments first reported a position in WisdomTree International Equity Fund in Q4 2015 and has held it in 25 quarters since.
  • 134 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.