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Disclosery

SEI INVESTMENTS CO: WLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SEI INVESTMENTS CO on WLY, newest first. How the timeline and the estimate are built.

SEI INVESTMENTS CO held 58,718 WLY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,718 shares
    Change vs previous 13F -35,929 shares

    <0.01% of the 13F portfolio, value $2,848,398.

    13F-HR 0002048251-26-006553 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 94,647 shares
    Change vs previous 13F +37,642 shares

    <0.01% of the 13F portfolio, value $3,606,055.

    13F-HR 0002048251-26-003739 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 57,005 shares
    Change vs previous 13F +30,656 shares

    <0.01% of the 13F portfolio, value $1,746,078.

    13F-HR 0000350894-26-000005 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 26,349 shares
    Change vs previous 13F -1,080 shares

    <0.01% of the 13F portfolio, value $1,066,376.

    13F-HR 0002048251-25-002343 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 27,429 shares
    Change vs previous 13F -7,430 shares

    <0.01% of the 13F portfolio, value $1,224,156.

    13F-HR 0001041062-25-000162 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 34,859 shares
    Change vs previous 13F +6,795 shares

    <0.01% of the 13F portfolio, value $1,553,295.

    13F-HR/A 0001041062-25-000106 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 28,064 shares
    Change vs previous 13F +2,392 shares

    <0.01% of the 13F portfolio, value $1,226,686.

    13F-HR 0001041062-25-000019 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 25,672 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,238,675.

    13F-HR 0001041062-24-000165 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).