Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
WP
WealthPLAN Partners’s
Nelnet
NNI
Stock Holding History
WealthPLAN Partners’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
2023
Q2
–
Sell
-82
Closed
-$7.54K
–
1352
2023
Q1
$7.54K
Buy
+82
New
+$7.6K
﹤0.01%
927
2016
Q3
–
Sell
-252
Closed
-$9
–
1036
2016
Q2
$9
Buy
+252
New
+$9.41K
﹤0.01%
2538
2015
Q4
$16
Buy
+500
New
+$16.8K
﹤0.01%
1713
2015
Q2
$11K
Buy
+250
New
+$11K
﹤0.01%
306
Other funds holding NNI
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
MG
Magnolia Group
Omaha, Nebraska
$538M AUM
5.13%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
FMII
Farmers & Merchants Investments Inc
Lincoln, Nebraska
$3.62B AUM
21.35%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
ECP
Empyrean Capital Partners
Los Angeles, California
$3B AUM
34.24%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
SCM
Snyder Capital Management
San Francisco, California
$5.16B AUM
26.72%
1-Year Est. Return
SA
Sycale Advisors
New York
$200M AUM
2.35%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close