Wealth Enhancement Advisory Services
NRDY icon

Wealth Enhancement Advisory Services’s Nerdy NRDY Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio NRDY Stock Details NRDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32.9K Buy
35,569
+19,070
+116% +$16.6K ﹤0.01% 3980
2026
Q1 		$13.5K Buy
+16,499
New +$15.8K ﹤0.01% 3535

Other funds holding NRDY

PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 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
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Nerdy (NRDY) stake by 116% in Q2 2026, buying an estimated $16.6K and bringing the position to 35,569 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3980.

Wealth Enhancement Advisory Services first reported a position in NRDY in Q1 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold NRDY as of Q2 2026.

  • Wealth Enhancement Advisory Services held 35,569 shares of Nerdy worth $32.9K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 19,070 Nerdy shares in Q2 2026, an estimated $16.6K.
  • Nerdy made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3980 holding.
  • Wealth Enhancement Advisory Services first reported a position in Nerdy in Q1 2026 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held Nerdy as of Q2 2026.

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