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

Ameritas Advisory Services’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
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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameritas Advisory Services's WEN Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Wendy's (WEN) in Q3 2025, closing a stake of 361 shares — an estimated $4.13K sold.

Ameritas Advisory Services first reported a position in WEN in Q1 2023 and held it in 2 quarters. The position peaked at $8.03K in Q1 2023. 402 funds tracked by Wall St. Rank hold WEN as of Q3 2025.

Ameritas Advisory Services reported no remaining Wendy's position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 361 Wendy's shares in Q3 2025, an estimated $4.13K.
Ameritas Advisory Services first reported a position in Wendy's in Q1 2023 and held it in 2 quarters.
Ameritas Advisory Services's Wendy's position peaked at $8.03K in Q1 2023.
402 funds tracked by Wall St. Rank held Wendy's as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.