WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in SEIC — Sei Investments Co

CIK 1632972 PLYMOUTH, MN

Position in SEIC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$10,476,784

+$9,450,868 QoQ

Shares Held

119,448

+813.6% QoQ

Ownership

0.100%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#77

of 572 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Financial Services · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $470,520,508 across 174 Asset Management names. SEIC ranks #11 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IVZ	Invesco Ltd.	1,969,959	$51,987,218
2	BLK	BlackRock, Inc.	50,374	$48,437,623
3	STT	State Street Corp	269,468	$45,701,772
4	BX	Blackstone Inc.	256,063	$30,130,933
5	TROW	Price T Rowe Group Inc	215,256	$24,472,454
6	PHYS	Sprott Physical Gold Trust	662,675	$19,992,904
7	AMP	Ameriprise Financial Inc	33,437	$15,339,558
8	BEN	Franklin Resources Inc	446,300	$14,848,401

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,476,784	119,448	+813.6%	Shares	Sole	2026-07-15
2026-03-31	$1,025,916	13,074	-51.7%	Shares	Sole	2026-04-08
2025-12-31	$2,217,902	27,041	+27.3%	Shares	Sole	2026-01-08
2025-09-30	$1,802,807	21,247	+2.3%	Shares	Sole	2025-10-29
2025-06-30	$1,866,751	20,774	-2.5%	Shares	Sole	2025-07-10
2025-03-31	$1,653,596	21,301	+41.6%	Shares	Sole	2025-04-16
2024-12-31	$1,240,499	15,040	+2.1%	Shares	Sole	2025-03-17
2024-09-30	$1,019,168	14,730	-2.4%	Shares	Sole	2024-10-24
2024-06-30	$976,560	15,096	-4.0%	Shares	Sole	2024-07-16
2024-03-31	$1,130,196	15,719	-4.5%	Shares	Sole	2024-04-15
2023-12-31	$1,046,223	16,463	-2.1%	Shares	Sole	2024-01-30
2023-09-30	$1,012,948	16,818	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.