Wellington Capital Management’s SEI Investments SEIC Stock Holding History

Wellington Capital Management’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 Q2	$4.51M	Buy	+50,200	New	+$4.05M	6.74%	2

Other funds holding SEIC

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

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

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

BGC

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wellington Capital Management's SEIC Position: Q2 2025 in Review

Wellington Capital Management opened a new position in SEI Investments (SEIC) in Q2 2025: 50,200 shares worth $4.51M. The stake represents 6.74% of the portfolio and ranks #2 among its holdings.

563 funds tracked by Wall St. Rank hold SEIC as of Q2 2025.

Wellington Capital Management held 50,200 shares of SEI Investments worth $4.51M as of Q2 2025.
SEI Investments was a new Wellington Capital Management position in Q2 2025.
SEI Investments made up 6.74% of Wellington Capital Management's portfolio in Q2 2025, its #2 holding.
563 funds tracked by Wall St. Rank held SEI Investments as of Q2 2025.

Based on Wellington Capital Management's 13F filing for Q2 2025, filed 18 Aug 2025.