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SEI INVESTMENTS CO: WSFS position timeline

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

SEI INVESTMENTS CO held 117,812 WSFS 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 117,812 shares
    Change vs previous 13F -56,607 shares

    0.01% of the 13F portfolio, value $9,039,207.

    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 174,419 shares
    Change vs previous 13F +53,416 shares

    0.01% of the 13F portfolio, value $11,417,109.

    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 121,003 shares
    Change vs previous 13F +38,415 shares

    0.01% of the 13F portfolio, value $6,684,259.

    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 82,588 shares
    Change vs previous 13F -710 shares

    <0.01% of the 13F portfolio, value $4,454,090.

    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 83,298 shares
    Change vs previous 13F +16,668 shares

    0.01% of the 13F portfolio, value $4,582,225.

    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 66,630 shares
    Change vs previous 13F +10,271 shares

    <0.01% of the 13F portfolio, value $3,455,994.

    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 56,359 shares
    Change vs previous 13F +20,784 shares

    <0.01% of the 13F portfolio, value $2,994,350.

    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 35,575 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,813,943.

    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).