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Ares Financial Consulting’s Wendy's WEN Stock Holding History

Ares Financial Consulting’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 		$11K Hold
1,322
– – 0.01% 551
2026
Q1 		$9.12K Buy
+1,322
New +$10.2K 0.01% 565

Other funds holding WEN

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SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Principal Financial Group
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AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Ares Financial Consulting's WEN Position: Q2 2026 in Review

Ares Financial Consulting held its Wendy's (WEN) position steady in Q2 2026 at 1,322 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #551.

Ares Financial Consulting first reported a position in WEN in Q1 2026 and has held it in 2 quarters since. 171 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Ares Financial Consulting held 1,322 shares of Wendy's worth $11K as of Q2 2026.
  • Ares Financial Consulting left its Wendy's share count unchanged in Q2 2026.
  • Wendy's made up 0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #551 holding.
  • Ares Financial Consulting first reported a position in Wendy's in Q1 2026 and has held it in 2 quarters since.
  • 171 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.