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

Wealth Enhancement Trust 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 		$55.6K Buy
634
+77
+14% +$6.72K 0.01% 467
2026
Q1 		$43.7K Sell
557
-8
-1% -$659 0.01% 478
2025
Q4 		$46.3K Buy
+565
New +$46.4K 0.01% 446

Other funds holding SEIC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Wealth Enhancement Trust Services increased its SEI Investments (SEIC) stake by 14% in Q2 2026, buying an estimated $6.72K and bringing the position to 634 shares worth $55.6K. The position accounts for 0.01% of the portfolio, ranked #467.

Wealth Enhancement Trust Services first reported a position in SEIC in Q4 2025 and has held it in 3 quarters since. 420 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

  • Wealth Enhancement Trust Services held 634 shares of SEI Investments worth $55.6K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 77 SEI Investments shares in Q2 2026, an estimated $6.72K.
  • SEI Investments made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #467 holding.
  • Wealth Enhancement Trust Services first reported a position in SEI Investments in Q4 2025 and has held it in 3 quarters since.
  • 420 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

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