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

WPG Advisers’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 		$175K Sell
3,838
-535
-12% -$25.3K 0.13% 95
2025
Q4 		$202K Sell
4,373
-305
-7% -$13.9K 0.15% 91
2025
Q3 		$212K Buy
4,678
+751
+19% +$32.6K 0.16% 84
2025
Q2 		$166K Sell
3,927
-147
-4% -$5.58K 0.14% 99
2025
Q1 		$147K Sell
4,074
-2,318
-36% -$90K 0.14% 112
2024
Q4 		$247K Buy
+6,392
New +$246K 0.23% 78

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

WPG Advisers's SEIM Position: Q1 2026 in Review

WPG Advisers reduced its SEI QiM U.S. Large Cap Momentum Active ETF (SEIM) stake by 12% in Q1 2026, selling an estimated $25.3K and leaving 3,838 shares worth $175K. The position accounts for 0.13% of the portfolio, ranked #95.

WPG Advisers first reported a position in SEIM in Q4 2024 and has held it in 6 quarters since. The position peaked at $247K in Q4 2024. 57 funds tracked by Wall St. Rank hold SEIM as of Q1 2026.

  • WPG Advisers held 3,838 shares of SEI QiM U.S. Large Cap Momentum Active ETF worth $175K as of Q1 2026.
  • WPG Advisers sold 535 SEI QiM U.S. Large Cap Momentum Active ETF shares in Q1 2026, an estimated $25.3K.
  • SEI QiM U.S. Large Cap Momentum Active ETF made up 0.13% of WPG Advisers's portfolio in Q1 2026, its #95 holding.
  • WPG Advisers 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.
  • WPG Advisers's SEI QiM U.S. Large Cap Momentum Active ETF position peaked at $247K in Q4 2024.
  • 57 funds tracked by Wall St. Rank held SEI QiM U.S. Large Cap Momentum Active ETF as of Q1 2026.

Based on WPG Advisers's 13F filing for Q1 2026, filed 30 Apr 2026.