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Wedmont Private Capital’s SEI Investments SEIC Stock Holding History

Wedmont Private Capital’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
Q3 		$259K Buy
2,505
+331
+15% +$34.3K 0.01% 845
2026
Q2 		$208K Buy
+2,174
New +$190K 0.01% 906

Other funds holding SEIC

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Wedmont Private Capital's SEIC Position: Q3 2026 in Review

Wedmont Private Capital increased its SEI Investments (SEIC) stake by 15% in Q3 2026, buying an estimated $34.3K and bringing the position to 2,505 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #845.

Wedmont Private Capital first reported a position in SEIC in Q2 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold SEIC as of Q3 2026.

  • Wedmont Private Capital held 2,505 shares of SEI Investments worth $259K as of Q3 2026.
  • Wedmont Private Capital bought 331 SEI Investments shares in Q3 2026, an estimated $34.3K.
  • SEI Investments made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #845 holding.
  • Wedmont Private Capital first reported a position in SEI Investments in Q2 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held SEI Investments as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.