Wealth Enhancement Advisory Services
NNI icon

Wealth Enhancement Advisory Services’s Nelnet NNI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio NNI Stock Details NNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$268K Buy
9,587
+654
+7% +$86.6K ﹤0.01% 3303
2026
Q1 		$180K Buy
8,933
+8,136
+1,021% +$1.07M ﹤0.01% 3169
2025
Q4 		$109K Buy
797
+129
+19% +$16.9K ﹤0.01% 3413
2025
Q3 		$86.3K Buy
+668
New +$83.6K ﹤0.01% 3357

Other funds holding NNI

BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Wealth Enhancement Advisory Services's NNI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Nelnet (NNI) stake by 7.3% in Q2 2026, buying an estimated $86.6K and bringing the position to 9,587 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #3303.

Wealth Enhancement Advisory Services first reported a position in NNI in Q3 2025 and has held it in 4 quarters since. 20 funds tracked by Wall St. Rank hold NNI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 9,587 shares of Nelnet worth $268K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 654 Nelnet shares in Q2 2026, an estimated $86.6K.
  • Nelnet made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3303 holding.
  • Wealth Enhancement Advisory Services first reported a position in Nelnet in Q3 2025 and has held it in 4 quarters since.
  • 20 funds tracked by Wall St. Rank held Nelnet as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.