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SEI INVESTMENTS CO: WSO position timeline

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

SEI INVESTMENTS CO held 25,661 WSO 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 25,661 shares
    Change vs previous 13F -3,120 shares

    0.01% of the 13F portfolio, value $10,695,247.

    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 28,781 shares
    Change vs previous 13F -7,970 shares

    0.01% of the 13F portfolio, value $10,468,580.

    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 36,751 shares
    Change vs previous 13F +1,048 shares

    0.01% of the 13F portfolio, value $12,383,958.

    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 35,703 shares
    Change vs previous 13F -14,739 shares

    0.02% of the 13F portfolio, value $14,433,381.

    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 50,442 shares
    Change vs previous 13F +3,068 shares

    0.03% of the 13F portfolio, value $22,275,036.

    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 47,374 shares
    Change vs previous 13F +778 shares

    0.03% of the 13F portfolio, value $24,079,720.

    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 46,596 shares
    Change vs previous 13F -5,696 shares

    0.03% of the 13F portfolio, value $22,081,686.

    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 52,292 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $25,721,776.

    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).