Wealthspire Advisors (New York)’s SEI Investments SEIC Stock Holding History

Wealthspire Advisors (New York)’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 Q4	–	Sell	-65	Closed	-$5.51K	–	2555
2025 Q3	$5.51K	Buy	+65	New	+$5.78K	﹤0.01%	2290
2019 Q1	–	Sell	-46	Closed	-$2K	–	662
2018 Q4	$2K	Buy	+46	New	+$2.42K	﹤0.01%	768

Other funds holding SEIC

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

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

BGC

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

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

Wealthspire Advisors (New York)'s SEIC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of SEI Investments (SEIC) in Q4 2025, closing a stake of 65 shares — an estimated $5.51K sold.

Wealthspire Advisors (New York) first reported a position in SEIC in Q4 2018 and held it in 2 quarters. The position peaked at $5.51K in Q3 2025. 560 funds tracked by Wall St. Rank hold SEIC as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining SEI Investments position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 65 SEI Investments shares in Q4 2025, an estimated $5.51K.
Wealthspire Advisors (New York) first reported a position in SEI Investments in Q4 2018 and held it in 2 quarters.
Wealthspire Advisors (New York)'s SEI Investments position peaked at $5.51K in Q3 2025.
560 funds tracked by Wall St. Rank held SEI Investments as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.