Advisory Services Network’s Wendy's WEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$477K Buy
57,527
+4,756
+9% +$34K 0.01% 1437
2026
Q1
$367K Buy
52,771
+4,689
+10% +$36.1K ﹤0.01% 1461
2025
Q4
$401K Buy
48,082
+4,685
+11% +$40.4K 0.01% 1325
2025
Q3
$398K Sell
43,397
-8,498
-16% -$87.3K 0.01% 1315
2025
Q2
$511K Buy
51,895
+3,316
+7% +$40.5K 0.01% 1145
2025
Q1
$711K Buy
48,579
+21,763
+81% +$327K 0.01% 903
2024
Q4
$437K Buy
+26,816
New +$489K 0.01% 1107
2024
Q1
Sell
-1,537
Closed -$29.9K 3639
2023
Q4
$29.9K Buy
+1,537
New +$29.6K ﹤0.01% 2301
2023
Q2
Sell
-7,450
Closed -$162K 3635
2023
Q1
$162K Buy
7,450
+4,580
+160% +$101K ﹤0.01% 1396
2022
Q4
$65K Buy
+2,870
New +$61.3K ﹤0.01% 1836
2021
Q3
Sell
-2,886
Closed -$68K 3209
2021
Q2
$68K Buy
+2,886
New +$66.3K ﹤0.01% 1829
2021
Q1
Sell
-1,400
Closed -$31K 2935
2020
Q4
$31K Sell
1,400
-1,536
-52% -$35K ﹤0.01% 1924
2020
Q3
$66K Buy
+2,936
New +$64.7K ﹤0.01% 1450
2020
Q2
Sell
-1,300
Closed -$19K 2727
2020
Q1
$19K Sell
1,300
-221
-15% -$4.35K ﹤0.01% 1894
2019
Q4
$34K Sell
1,521
-630
-29% -$13.4K ﹤0.01% 1719
2019
Q3
$43K Hold
2,151
﹤0.01% 1441
2019
Q2
$43K Buy
2,151
+849
+65% +$16K ﹤0.01% 1439
2019
Q1
$23K Buy
1,302
+2
+0.2% +$34 ﹤0.01% 1563
2018
Q4
$20K Hold
1,300
﹤0.01% 1519
2018
Q3
$22K Hold
1,300
﹤0.01% 1544
2018
Q2
$22K Sell
1,300
-2,643
-67% -$45K ﹤0.01% 1522
2018
Q1
$69K Hold
3,943
0.01% 1192
2017
Q4
$65K Buy
+3,943
New +$59.9K 0.01% 1160
2017
Q3
Sell
-425
Closed -$7K 2433
2017
Q2
$7K Buy
+425
New +$6.44K ﹤0.01% 1700
2015
Q2
Sell
-7,480
Closed -$82K 1512
2015
Q1
$82K Buy
+7,480
New +$80K 0.02% 414

Other funds holding WEN

Advisory Services Network's WEN Position: Q2 2026 in Review

Advisory Services Network increased its Wendy's (WEN) stake by 9% in Q2 2026, buying an estimated $34K and bringing the position to 57,527 shares worth $477K. The position accounts for 0.01% of the portfolio, ranked #1437.

Advisory Services Network first reported a position in WEN in Q1 2015 and has held it in 25 quarters since. The position peaked at $711K in Q1 2025. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Advisory Services Network held 57,527 shares of Wendy's worth $477K as of Q2 2026.
  • Advisory Services Network bought 4,756 Wendy's shares in Q2 2026, an estimated $34K.
  • Wendy's made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #1437 holding.
  • Advisory Services Network first reported a position in Wendy's in Q1 2015 and has held it in 25 quarters since.
  • Advisory Services Network's Wendy's position peaked at $711K in Q1 2025.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.