WA
LEND

Whipplewood Advisors’s SEI High Yield Bond & Alternative Credit ETF LEND Stock Holding History

Whipplewood Advisors’s Portfolio LEND Stock Details LEND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.29M Buy
+51,192
New +$1.29M 0.87% 31

Other funds holding LEND

SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 33.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TPBG
Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PFA
Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 1-Year Est. Return
CCA
Cora Capital Advisors Marlton, New Jersey $356M AUM 27.17% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
SC
Stephenson & Company San Clemente, California $213M AUM 15.03% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

Whipplewood Advisors's LEND Position: Q2 2026 in Review

Whipplewood Advisors opened a new position in SEI High Yield Bond & Alternative Credit ETF (LEND) in Q2 2026: 51,192 shares worth $1.29M. The stake represents 0.87% of the portfolio and ranks #31 among its holdings.

32 funds tracked by Wall St. Rank hold LEND as of Q2 2026.

  • Whipplewood Advisors held 51,192 shares of SEI High Yield Bond & Alternative Credit ETF worth $1.29M as of Q2 2026.
  • SEI High Yield Bond & Alternative Credit ETF was a new Whipplewood Advisors position in Q2 2026.
  • SEI High Yield Bond & Alternative Credit ETF made up 0.87% of Whipplewood Advisors's portfolio in Q2 2026, its #31 holding.
  • 32 funds tracked by Wall St. Rank held SEI High Yield Bond & Alternative Credit ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.