Business Summary
Sales per Business
USD in Million | 2022 | Weight | 2023 | Weight | Delta |
---|---|---|---|---|---|
Investment Managers
34.9
%
| 625 | 31.4 % | 670 | 34.9 % | +7.29% |
Private Banks
26.2
%
| 576 | 28.9 % | 503 | 26.2 % | -12.56% |
Investment Advisors
22.7
%
| 448 | 22.5 % | 436 | 22.7 % | -2.56% |
Institutional Investors
15.1
%
| 323 | 16.2 % | 290 | 15.1 % | -10.41% |
Investments in New Businesses
1.0
%
| 19 | 1.0 % | 20 | 1.0 % | +3.14% |
Sales per region
USD in Million | 2022 | Weight | 2023 | Weight | Delta |
---|---|---|---|---|---|
United States
85.4
%
| 1,623 | 81.5 % | 1,640 | 85.4 % | +1.05% |
United Kingdom
7.7
%
| 242 | 12.2 % | 148 | 7.7 % | -38.94% |
Ireland
3.3
%
| 60 | 3.0 % | 63 | 3.3 % | +3.58% |
Canada
2.4
%
| 48 | 2.4 % | 46 | 2.4 % | -5.77% |
Luxembourg
1.2
%
| 17 | 0.8 % | 24 | 1.2 % | +40.45% |
Managers
Managers | Title | Age | Since |
---|---|---|---|
Ryan Hicke
CEO | Chief Executive Officer | 46 | 97-12-31 |
Al West
FOU | Founder | 81 | 67-12-31 |
James Smigiel
CIO | Chief Investment Officer | - | - |
Matt Potter
CIO | Chief Investment Officer | - | - |
William Doran
BRD | Director/Board Member | 83 | 74-02-28 |
Lindsey Opsahl
IRC | Investor Relations Contact | - | - |
Matthew M. Maher
LAW | General Counsel | 49 | 17-12-31 |
Mark H. Samuels
PRN | Corporate Officer/Principal | 75 | 92-08-31 |
Sanjay Sharma
PRN | Corporate Officer/Principal | - | - |
Mark DeSpirito
PRN | Corporate Officer/Principal | - | - |
Members of the board
Members of the board | Title | Age | Since |
---|---|---|---|
Al West
FOU | Founder | 81 | 67-12-31 |
William Doran
BRD | Director/Board Member | 83 | 74-02-28 |
Carmen Romeo
BRD | Director/Board Member | 80 | 79-05-31 |
Kathryn McCarthy
BRD | Director/Board Member | 75 | 98-09-30 |
Carl Guarino
BRD | Director/Board Member | 66 | 14-09-29 |
Director/Board Member | 49 | 22-04-18 | |
Stephanie Miller
BRD | Director/Board Member | 55 | 23-10-24 |
Ryan Hicke
CEO | Chief Executive Officer | 46 | 97-12-31 |
Share class
Vote | Quantity | Free-Float | Company-owned shares | Total Float | |
---|---|---|---|---|---|
Stock A | 1 | 131,388,447 | 100,265,507 ( 76.31 %) | 0 | 76.31 % |
Holdings
Name | Equities | % | Valuation |
---|---|---|---|
MICROSOFT CORPORATION 0.07% | 5,313,715 | 0.07% | 2,374,964,919 $ |
NVIDIA CORPORATION 0.06% | 14,883,340 | 0.06% | 1,838,687,824 $ |
AMAZON.COM, INC. 0.07% | 7,795,460 | 0.07% | 1,506,472,645 $ |
APPLE INC. 0.03% | 5,362,655 | 0.03% | 1,129,482,396 $ |
ALPHABET INC. 0.08% | 4,972,397 | 0.08% | 905,722,114 $ |
11,928,483 | 0.80% | 859,447,200 $ | |
META PLATFORMS, INC. 0.07% | 1,493,799 | 0.07% | 753,203,332 $ |
NETFLIX, INC. 0.18% | 776,926 | 0.18% | 524,331,819 $ |
3,014,974 | 0.06% | 524,032,631 $ | |
VISA, INC. 0.10% | 1,608,184 | 0.10% | 422,100,054 $ |
Company contact information
Group companies
Name | Category and Sector |
---|---|
SEI Technology Services India Pvt Ltd.
| |
Delaware Wilshire Private Markets Fund
Delaware Wilshire Private Markets Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Fund is a non-diversified, closed-end investment fund. The company was founded on March 13, 2020 and is headquartered in Oaks, PA. |
Investment Trusts/Mutual Funds
|
SEI Investments Distribution Co.
SEI Investments Distribution Co. Financial ConglomeratesFinance Part of SEI Investments Co., SEI Investments Distribution Co. provides fund management services. The company is based in Oaks, PA and was founded in 1981. |
Financial Conglomerates
|
SAAT Aggressive Strategy Fund
|
Investment Trusts/Mutual Funds
|
Sector
Sales per Business
Sales per region
1st Jan change | Capi. | |
---|---|---|
+38.16% | 4.26B | |
-18.08% | 3.97B | |
+54.07% | 3.33B | |
+14.89% | 2.56B | |
+59.72% | 2.15B | |
+41.56% | 1.83B | |
+20.87% | 1.69B | |
-6.81% | 1.42B | |
-2.54% | 1.13B |