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Align Financial’s Wendy's WEN Stock Holding History

Align Financial’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 		$6.22K Hold
750
– – ﹤0.01% 284
2026
Q1 		$5.21K Sell
750
-5,498
-88% -$42.3K ﹤0.01% 296
2025
Q4 		$6.25K Buy
+6,248
New +$53.9K ﹤0.01% 305

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

Align Financial's WEN Position: Q2 2026 in Review

Align Financial held its Wendy's (WEN) position steady in Q2 2026 at 750 shares worth $6.22K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Align Financial first reported a position in WEN in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.25K in Q4 2025. 402 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Align Financial held 750 shares of Wendy's worth $6.22K as of Q2 2026.
  • Align Financial left its Wendy's share count unchanged in Q2 2026.
  • Wendy's made up ﹤0.01% of Align Financial's portfolio in Q2 2026, its #284 holding.
  • Align Financial first reported a position in Wendy's in Q4 2025 and has held it in 3 quarters since.
  • Align Financial's Wendy's position peaked at $6.25K in Q4 2025.
  • 402 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Align Financial's 13F filing for Q2 2026, filed 27 Jul 2026.