Whipplewood Advisors’s SEI Select Small Cap ETF SEIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$35K Buy
1,043
+675
+183% +$21.1K 0.02% 160
2026
Q1
$10.2K Hold
368
– – 0.01% 484
2025
Q4
$10.3K Buy
368
+92
+33% +$2.55K 0.01% 275
2025
Q3
$7.71K Buy
276
+139
+101% +$3.73K 0.01% 273
2025
Q2
$3.51K Sell
137
-293
-68% -$7.01K ﹤0.01% 764
2025
Q1
$3.26K Buy
+430
New +$10.9K ﹤0.01% 781

Other funds holding SEIS

Whipplewood Advisors's SEIS Position: Q2 2026 in Review

Whipplewood Advisors increased its SEI Select Small Cap ETF (SEIS) stake by 183% in Q2 2026, buying an estimated $21.1K and bringing the position to 1,043 shares worth $35K. The position accounts for 0.02% of the portfolio, ranked #160.

Whipplewood Advisors first reported a position in SEIS in Q1 2025 and has held it in 6 quarters since. 35 funds tracked by Wall St. Rank hold SEIS as of Q2 2026.

  • Whipplewood Advisors held 1,043 shares of SEI Select Small Cap ETF worth $35K as of Q2 2026.
  • Whipplewood Advisors bought 675 SEI Select Small Cap ETF shares in Q2 2026, an estimated $21.1K.
  • SEI Select Small Cap ETF made up 0.02% of Whipplewood Advisors's portfolio in Q2 2026, its #160 holding.
  • Whipplewood Advisors first reported a position in SEI Select Small Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 35 funds tracked by Wall St. Rank held SEI Select Small Cap ETF as of Q2 2026.

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