A&I Financial Services’s Wendy's WEN Stock Holding History

A&I Financial Services’s Portfolio WEN Stock Details WEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$903K	Buy	108,882 +24,817	+30%	+$177K	0.39%	33
2026 Q1	$584K	Buy	84,065 +17,782	+27%	+$137K	0.28%	51
2025 Q4	$552K	Buy	66,283 +8,668	+15%	+$74.8K	0.26%	50
2025 Q3	$545K	Buy	+57,615	New	+$592K	0.27%	51

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Wealth Enhancement Advisory Services

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Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return

Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return