AlphaCore Capital’s Wendy's WEN Stock Holding History

AlphaCore Capital’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	$130K	Buy	15,663 +920	+6%	+$6.58K	﹤0.01%	1182
2026 Q1	$102K	Buy	+14,743	New	+$113K	﹤0.01%	922

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AlphaCore Capital's WEN Position: Q2 2026 in Review

AlphaCore Capital increased its Wendy's (WEN) stake by 6.2% in Q2 2026, buying an estimated $6.58K and bringing the position to 15,663 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

AlphaCore Capital first reported a position in WEN in Q1 2026 and has held it in 2 quarters since. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

AlphaCore Capital held 15,663 shares of Wendy's worth $130K as of Q2 2026.
AlphaCore Capital bought 920 Wendy's shares in Q2 2026, an estimated $6.58K.
Wendy's made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1182 holding.
AlphaCore Capital first reported a position in Wendy's in Q1 2026 and has held it in 2 quarters since.
403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.