Wealth Enhancement Advisory Services’s SEI Select Small Cap ETF SEIS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SEIS Stock Details SEIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$888K	Buy	27,204 +3,187	+13%	+$99.4K	﹤0.01%	2161
2026 Q1	$671K	Sell	24,017 -106,830	-82%	-$3.08M	﹤0.01%	2102
2025 Q4	$3.79M	Sell	130,847 -718	-0.5%	-$19.9K	0.01%	1165
2025 Q3	$3.63M	Sell	131,565 -5,609	-4%	-$151K	0.01%	1122
2025 Q2	$3.62M	Sell	137,174 -3,897	-3%	-$93.2K	0.01%	1054
2025 Q1	$3.35M	Sell	141,071 -31,808	-18%	-$807K	0.01%	998
2024 Q4	$4.43M	Buy	+172,879	New	+$4.6M	0.01%	843

Other funds holding SEIS

SWGC

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return

STB

S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CCC

Compass Capital Corp Braintree, Massachusetts $307M AUM 30.03% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

PFA

Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

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

Wealth Enhancement Advisory Services increased its SEI Select Small Cap ETF (SEIS) stake by 13% in Q2 2026, buying an estimated $99.4K and bringing the position to 27,204 shares worth $888K. The position accounts for ﹤0.01% of the portfolio, ranked #2161.

Wealth Enhancement Advisory Services first reported a position in SEIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.43M in Q4 2024. 35 funds tracked by Wall St. Rank hold SEIS as of Q2 2026.

Wealth Enhancement Advisory Services held 27,204 shares of SEI Select Small Cap ETF worth $888K as of Q2 2026.
Wealth Enhancement Advisory Services bought 3,187 SEI Select Small Cap ETF shares in Q2 2026, an estimated $99.4K.
SEI Select Small Cap ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2161 holding.
Wealth Enhancement Advisory Services first reported a position in SEI Select Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
Wealth Enhancement Advisory Services's SEI Select Small Cap ETF position peaked at $4.43M in Q4 2024.
35 funds tracked by Wall St. Rank held SEI Select Small Cap ETF as of Q2 2026.

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