Wealth Enhancement Advisory Services
NRDS icon

Wealth Enhancement Advisory Services’s NerdWallet NRDS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio NRDS Stock Details NRDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$125K Sell
13,230
-10,843
-45% -$101K ﹤0.01% 3746
2026
Q1 		$250K Buy
24,073
+11,530
+92% +$130K ﹤0.01% 2945
2025
Q4 		$169K Buy
12,543
+405
+3% +$5.3K ﹤0.01% 3321
2025
Q3 		$127K Sell
12,138
-724
-6% -$7.71K ﹤0.01% 3276
2025
Q2 		$146K Buy
+12,862
New +$129K ﹤0.01% 3076

Other funds holding NRDS

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

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

Wealth Enhancement Advisory Services reduced its NerdWallet (NRDS) stake by 45% in Q2 2026, selling an estimated $101K and leaving 13,230 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #3746.

Wealth Enhancement Advisory Services first reported a position in NRDS in Q2 2025 and has held it in 5 quarters since. The position peaked at $250K in Q1 2026. 9 funds tracked by Wall St. Rank hold NRDS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 13,230 shares of NerdWallet worth $125K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 10,843 NerdWallet shares in Q2 2026, an estimated $101K.
  • NerdWallet made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3746 holding.
  • Wealth Enhancement Advisory Services first reported a position in NerdWallet in Q2 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's NerdWallet position peaked at $250K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held NerdWallet as of Q2 2026.

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