WA
SEIM icon

Whipplewood Advisors’s SEI QiM U.S. Large Cap Momentum Active ETF SEIM Stock Holding History

Whipplewood Advisors’s Portfolio SEIM Stock Details SEIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$140K Buy
3,070
+2,602
+556% +$123K 0.07% 161
2025
Q4 		$21.6K Buy
468
+57
+14% +$2.6K 0.01% 244
2025
Q3 		$18.7K Sell
411
-6,698
-94% -$291K 0.01% 245
2025
Q2 		$300K Sell
7,109
-880
-11% -$33.4K 0.16% 125
2025
Q1 		$248K Buy
7,989
+995
+14% +$38.6K 0.15% 139
2024
Q4 		$270K Buy
+6,994
New +$269K 0.15% 129

Other funds holding SEIM

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
KF
K2 Financial Glendora, California $142M AUM 14.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Whipplewood Advisors's SEIM Position: Q1 2026 in Review

Whipplewood Advisors increased its SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) stake by 556% in Q1 2026, buying an estimated $123K and bringing the position to 3,070 shares worth $140K. The position accounts for 0.07% of the portfolio, ranked #161.

Whipplewood Advisors first reported a position in SEIM in Q4 2024 and has held it in 6 quarters since. The position peaked at $300K in Q2 2025. 57 funds tracked by Wall St. Rank hold SEIM as of Q1 2026.

  • Whipplewood Advisors held 3,070 shares of SEI QiM U.S. Large Cap Momentum Active ETF worth $140K as of Q1 2026.
  • Whipplewood Advisors bought 2,602 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q1 2026, an estimated $123K.
  • SEI QiM U.S. Large Cap Momentum Active ETF made up 0.07% of Whipplewood Advisors's portfolio in Q1 2026, its #161 holding.
  • Whipplewood Advisors first reported a position in SEI QiM U.S. Large Cap Momentum Active ETF in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's SEI QiM U.S. Large Cap Momentum Active ETF position peaked at $300K in Q2 2025.
  • 57 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.