Position in SEIC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,790,051
+$2,129,226 QoQ
Shares Held
88,816
+23.1% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
4.64%
of 13F equity value
Holder Rank
#97
of 569 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SEIC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Karl Kapital LLC holds $14,267,754 across 2 Asset Management names. SEIC ranks #1 (54.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SEIC |
Sei Investments Co
This page
|
88,816 | $7,790,051 | |
| 2 | WT |
WisdomTree, Inc.
|
382,391 | $6,477,703 |
All Filings in SEIC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,790,051 | 88,816 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,660,825 | 72,140 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,532,765 | 43,072 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||