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

Whipplewood Advisors's SEIV Position: Q2 2026 in Review

Whipplewood Advisors reduced its SEI QiM U.S. Large Cap Value Active ETF (SEIV) stake by 48% in Q2 2026, selling an estimated $79.6K and leaving 1,862 shares worth $89.4K. The position accounts for 0.06% of the portfolio, ranked #117.

Whipplewood Advisors first reported a position in SEIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $304K in Q2 2025. 76 funds tracked by Wall St. Rank hold SEIV as of Q2 2026.

• Whipplewood Advisors held 1,862 shares of SEI QiM U.S. Large Cap Value Active ETF worth $89.4K as of Q2 2026.
• Whipplewood Advisors sold 1,739 SEI QiM U.S. Large Cap Value Active ETF shares in Q2 2026, an estimated $79.6K.
• SEI QiM U.S. Large Cap Value Active ETF made up 0.06% of Whipplewood Advisors's portfolio in Q2 2026, its #117 holding.
• Whipplewood Advisors first reported a position in SEI QiM U.S. Large Cap Value Active ETF in Q4 2024 and has held it in 7 quarters since.
• Whipplewood Advisors's SEI QiM U.S. Large Cap Value Active ETF position peaked at $304K in Q2 2025.
• 76 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Value Active ETF as of Q2 2026.

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