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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$80.5K Sell
1,434
-1,636
-53% -$85.2K 0.05% 122
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

Whipplewood Advisors's SEIM Position: Q2 2026 in Review

Whipplewood Advisors reduced its SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) stake by 53% in Q2 2026, selling an estimated $85.2K and leaving 1,434 shares worth $80.5K. The position accounts for 0.05% of the portfolio, ranked #122.

Whipplewood Advisors first reported a position in SEIM in Q4 2024 and has held it in 7 quarters since. The position peaked at $300K in Q2 2025. 72 funds tracked by Wall St. Rank hold SEIM as of Q2 2026.

  • Whipplewood Advisors held 1,434 shares of SEI QiM U.S. Large Cap Momentum Active ETF worth $80.5K as of Q2 2026.
  • Whipplewood Advisors sold 1,636 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q2 2026, an estimated $85.2K.
  • SEI QiM U.S. Large Cap Momentum Active ETF made up 0.05% of Whipplewood Advisors's portfolio in Q2 2026, its #122 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 7 quarters since.
  • Whipplewood Advisors's SEI QiM U.S. Large Cap Momentum Active ETF position peaked at $300K in Q2 2025.
  • 72 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q2 2026.

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