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Action Point Financial Planning’s Wendy's WEN Stock Holding History

Action Point Financial Planning’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 		$239K Buy
+28,815
New +$206K 0.02% 397

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Action Point Financial Planning's WEN Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Wendy's (WEN) in Q2 2026: 28,815 shares worth $239K. The stake represents 0.02% of the portfolio and ranks #397 among its holdings.

401 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Action Point Financial Planning held 28,815 shares of Wendy's worth $239K as of Q2 2026.
  • Wendy's was a new Action Point Financial Planning position in Q2 2026.
  • Wendy's made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #397 holding.
  • 401 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.