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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$82.8K Sell
2,100
-811
-28% -$31.5K 0.06% 121
2026
Q1
$106K Buy
2,911
+1,592
+121% +$60.9K 0.06% 176
2025
Q4
$51.3K Buy
1,319
+89
+7% +$3.43K 0.03% 198
2025
Q3
$47.6K Sell
1,230
-4,258
-78% -$161K 0.03% 198
2025
Q2
$204K Sell
5,488
-2,850
-34% -$101K 0.11% 163
2025
Q1
$187K Buy
8,338
+2,874
+53% +$102K 0.11% 163
2024
Q4
$191K Buy
+5,464
New +$194K 0.11% 162

Other funds holding SEIQ

Whipplewood Advisors's SEIQ Position: Q2 2026 in Review

Whipplewood Advisors reduced its SEI QiM U.S. Large Cap Quality Active ETF (SEIQ) stake by 28% in Q2 2026, selling an estimated $31.5K and leaving 2,100 shares worth $82.8K. The position accounts for 0.06% of the portfolio, ranked #121.

Whipplewood Advisors first reported a position in SEIQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $204K in Q2 2025. 56 funds tracked by Wall St. Rank hold SEIQ as of Q2 2026.

  • Whipplewood Advisors held 2,100 shares of SEI QiM U.S. Large Cap Quality Active ETF worth $82.8K as of Q2 2026.
  • Whipplewood Advisors sold 811 SEI QiM U.S. Large Cap Quality Active ETF shares in Q2 2026, an estimated $31.5K.
  • SEI QiM U.S. Large Cap Quality Active ETF made up 0.06% of Whipplewood Advisors's portfolio in Q2 2026, its #121 holding.
  • Whipplewood Advisors first reported a position in SEI QiM U.S. Large Cap Quality Active ETF in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's SEI QiM U.S. Large Cap Quality Active ETF position peaked at $204K in Q2 2025.
  • 56 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Quality Active ETF as of Q2 2026.

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