WBH Advisory’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
Q1 | – | Sell |
-4,000
| Closed | -$328K | – | 362 |
|
|
2025
Q4 | $328K | Hold |
4,000
| – | – | 0.02% | 282 |
|
|
2025
Q3 | $339K | Hold |
4,000
| – | – | 0.03% | 277 |
|
|
2025
Q2 | $359K | Hold |
4,000
| – | – | 0.03% | 271 |
|
|
2025
Q1 | $311K | Hold |
4,000
| – | – | 0.03% | 269 |
|
|
2024
Q4 | $330K | Hold |
4,000
| – | – | 0.03% | 257 |
|
|
2024
Q3 | $277K | Hold |
4,000
| – | – | 0.03% | 275 |
|
|
2024
Q2 | $259K | Hold |
4,000
| – | – | 0.03% | 275 |
|
|
2024
Q1 | $288K | Hold |
4,000
| – | – | 0.03% | 267 |
|
|
2023
Q4 | $254K | Hold |
4,000
| – | – | 0.03% | 279 |
|
|
2023
Q3 | $241K | Hold |
4,000
| – | – | 0.03% | 270 |
|
|
2023
Q2 | $238K | Hold |
4,000
| – | – | 0.03% | 275 |
|
|
2023
Q1 | $230K | Buy |
+4,000
| New | +$240K | 0.03% | 287 |
|
|
2022
Q3 | – | Sell |
-4,000
| Closed | -$216K | – | 302 |
|
|
2022
Q2 | $216K | Hold |
4,000
| – | – | 0.03% | 289 |
|
|
2022
Q1 | $231K | Hold |
4,000
| – | – | 0.03% | 292 |
|
|
2021
Q4 | $244K | Hold |
4,000
| – | – | 0.03% | 295 |
|
|
2021
Q3 | $237K | Hold |
4,000
| – | – | 0.03% | 270 |
|
|
2021
Q2 | $242K | Hold |
4,000
| – | – | 0.04% | 245 |
|
|
2021
Q1 | $244K | Hold |
4,000
| – | – | 0.04% | 246 |
|
|
2020
Q4 | $243K | Hold |
4,000
| – | – | 0.04% | 237 |
|
|
2020
Q3 | $203K | Hold |
4,000
| – | – | 0.04% | 240 |
|
|
2020
Q2 | $219K | Buy |
+4,000
| New | +$209K | 0.05% | 221 |
|
|
2020
Q1 | – | Sell |
-4,000
| Closed | -$261K | – | 238 |
|
|
2019
Q4 | $261K | Hold |
4,000
| – | – | 0.05% | 216 |
|
|
2019
Q3 | $237K | Hold |
4,000
| – | – | 0.05% | 224 |
|
|
2019
Q2 | $224K | Hold |
4,000
| – | – | 0.05% | 222 |
|
|
2019
Q1 | $209K | Buy |
+4,000
| New | +$200K | 0.05% | 224 |
|
|
2018
Q4 | – | Sell |
-4,000
| Closed | -$244K | – | 240 |
|
|
2018
Q3 | $244K | Hold |
4,000
| – | – | 0.06% | 224 |
|
|
2018
Q2 | $250K | Hold |
4,000
| – | – | 0.06% | 209 |
|
|
2018
Q1 | $299K | Hold |
4,000
| – | – | 0.08% | 187 |
|
|
2017
Q4 | $287K | Hold |
4,000
| – | – | 0.08% | 191 |
|
|
2017
Q3 | $244K | Hold |
4,000
| – | – | 0.07% | 202 |
|
|
2017
Q2 | $215K | Hold |
4,000
| – | – | 0.06% | 218 |
|
|
2017
Q1 | $201K | Buy |
+4,000
| New | +$202K | 0.06% | 222 |
|
|
2016
Q1 | – | Sell |
-4,000
| Closed | -$209K | – | 204 |
|
|
2015
Q4 | $209K | Buy |
+4,000
| New | +$208K | 0.07% | 189 |
|
Other funds holding SEIC
WBH Advisory's SEIC Position: Q1 2026 in Review
WBH Advisory sold out of SEI Investments (SEIC) in Q1 2026, closing a stake of 4,000 shares — an estimated $328K sold.
WBH Advisory first reported a position in SEIC in Q4 2015 and held it in 33 quarters. The position peaked at $359K in Q2 2025. 568 funds tracked by Wall St. Rank hold SEIC as of Q1 2026.
- WBH Advisory reported no remaining SEI Investments position as of Q1 2026 after selling out during the quarter.
- WBH Advisory sold 4,000 SEI Investments shares in Q1 2026, an estimated $328K.
- WBH Advisory first reported a position in SEI Investments in Q4 2015 and held it in 33 quarters.
- WBH Advisory's SEI Investments position peaked at $359K in Q2 2025.
- 568 funds tracked by Wall St. Rank held SEI Investments as of Q1 2026.
Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.