Waverly Advisors’s SEI Investments SEIC Stock Holding History

Waverly Advisors’s Portfolio SEIC Stock Details SEIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,825	Closed	-$219K	–	1215
2025 Q1	$219K	Buy	+2,825	New	+$227K	﹤0.01%	1029

Other funds holding SEIC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Waverly Advisors's SEIC Position: Q2 2025 in Review

Waverly Advisors sold out of SEI Investments (SEIC) in Q2 2025, closing a stake of 2,825 shares — an estimated $219K sold.

Waverly Advisors first reported a position in SEIC in Q1 2025 and held it in 1 quarter. The position peaked at $219K in Q1 2025. 563 funds tracked by Wall St. Rank hold SEIC as of Q2 2025.

Waverly Advisors reported no remaining SEI Investments position as of Q2 2025 after selling out during the quarter.
Waverly Advisors sold 2,825 SEI Investments shares in Q2 2025, an estimated $219K.
Waverly Advisors first reported a position in SEI Investments in Q1 2025 and held it in 1 quarter.
Waverly Advisors's SEI Investments position peaked at $219K in Q1 2025.
563 funds tracked by Wall St. Rank held SEI Investments as of Q2 2025.

Based on Waverly Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.