Ameritas Advisory Services’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
$1.63K Buy
+196
New +$1.4K ﹤0.01% 1722
2025
Q3
– Sell
-361
Closed -$4.13K – 2935
2025
Q2
$4.13K Buy
+361
New +$4.4K ﹤0.01% 2286
2023
Q2
– Sell
-361
Closed -$8.03K – 2509
2023
Q1
$8.03K Buy
+361
New +$7.93K ﹤0.01% 1988

Other funds holding WEN

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

Ameritas Advisory Services opened a new position in Wendy's (WEN) in Q2 2026: 196 shares worth $1.63K. The stake represents ﹤0.01% of the portfolio and ranks #1722 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in WEN as recently as Q2 2025.

Ameritas Advisory Services first reported a position in WEN in Q1 2023 and has held it in 3 quarters since. The position peaked at $8.03K in Q1 2023. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Ameritas Advisory Services held 196 shares of Wendy's worth $1.63K as of Q2 2026.
  • Wendy's was a new Ameritas Advisory Services position in Q2 2026.
  • Wendy's made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1722 holding.
  • Ameritas Advisory Services first reported a position in Wendy's in Q1 2023 and has held it in 3 quarters since.
  • Ameritas Advisory Services's Wendy's position peaked at $8.03K in Q1 2023.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.