Wealth Enhancement Advisory Services
SEIC icon

Wealth Enhancement Advisory Services’s SEI Investments SEIC Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q2 		$11.1M Buy
119,448
+106,374
+814% +$9.28M 0.02% 631
2026
Q1 		$1.01M Sell
13,074
-13,967
-52% -$1.15M ﹤0.01% 1795
2025
Q4 		$2.38M Buy
27,041
+5,794
+27% +$476K ﹤0.01% 1419
2025
Q3 		$1.8M Buy
21,247
+473
+2% +$42K ﹤0.01% 1507
2025
Q2 		$1.93M Sell
20,774
-527
-2% -$42.5K ﹤0.01% 1367
2025
Q1 		$1.65M Buy
21,301
+6,261
+42% +$503K ﹤0.01% 1350
2024
Q4 		$1.24M Buy
15,040
+310
+2% +$24.3K ﹤0.01% 1433
2024
Q3 		$1.02M Sell
14,730
-366
-2% -$24.4K ﹤0.01% 1381
2024
Q2 		$977K Sell
15,096
-623
-4% -$41.9K ﹤0.01% 1291
2024
Q1 		$1.13M Sell
15,719
-744
-5% -$49.4K ﹤0.01% 1186
2023
Q4 		$1.05M Sell
16,463
-355
-2% -$20.7K ﹤0.01% 1156
2023
Q3 		$1.01M Buy
+16,818
New +$1.03M ﹤0.01% 1091
2017
Q1 		– Sell
-16,042
Closed -$792K – 174
2016
Q4 		$792K Buy
+16,042
New +$750K 0.1% 103
2016
Q2 		– Sell
-26,289
Closed -$1.13M – 124
2016
Q1 		$1.13M Buy
26,289
+6,789
+35% +$278K 0.23% 88
2015
Q4 		$1.02M Buy
19,500
+614
+3% +$32K 0.26% 70
2015
Q3 		$937K Buy
18,886
+2,475
+15% +$126K 0.29% 68
2015
Q2 		$805K Sell
16,411
-2,187
-12% -$103K 0.25% 69
2015
Q1 		$820K Buy
18,598
+1,989
+12% +$83.5K 0.32% 60
2014
Q4 		$665K Buy
+16,609
New +$636K 0.26% 68

Other funds holding SEIC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's SEIC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its SEI Investments (SEIC) stake by 814% in Q2 2026, buying an estimated $9.28M and bringing the position to 119,448 shares worth $11.1M. The position accounts for 0.02% of the portfolio, ranked #631.

Wealth Enhancement Advisory Services first reported a position in SEIC in Q4 2014 and has held it in 19 quarters since. 573 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 119,448 shares of SEI Investments worth $11.1M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 106,374 SEI Investments shares in Q2 2026, an estimated $9.28M.
  • SEI Investments made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #631 holding.
  • Wealth Enhancement Advisory Services first reported a position in SEI Investments in Q4 2014 and has held it in 19 quarters since.
  • 573 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.