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SEI INVESTMENTS CO: WMS position timeline

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

SEI INVESTMENTS CO held 147,129 WMS 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 147,129 shares
    Change vs previous 13F -33,266 shares

    0.02% of the 13F portfolio, value $23,093,341.

    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 180,395 shares
    Change vs previous 13F +10,741 shares

    0.02% of the 13F portfolio, value $24,737,661.

    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 169,654 shares
    Change vs previous 13F -9,693 shares

    0.02% of the 13F portfolio, value $24,570,752.

    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 179,347 shares
    Change vs previous 13F -7,923 shares

    0.03% of the 13F portfolio, value $24,875,465.

    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 187,270 shares
    Change vs previous 13F +59,868 shares

    0.02% of the 13F portfolio, value $21,509,489.

    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 127,402 shares
    Change vs previous 13F +87,954 shares

    0.02% of the 13F portfolio, value $13,842,390.

    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 39,448 shares
    Change vs previous 13F -38,759 shares

    0.01% of the 13F portfolio, value $4,560,128.

    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 78,207 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $12,290,838.

    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).