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Atlas Brown’s Wendy's WEN Stock Holding History

Atlas Brown’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 		$290K Buy
35,000
+5,000
+17% +$35.7K 0.08% 197
2026
Q1 		$209K Buy
30,000
+19,639
+190% +$151K 0.06% 220
2025
Q4 		$86.3K Buy
+10,361
New +$89.4K 0.03% 226

Other funds holding WEN

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Atlas Brown's WEN Position: Q2 2026 in Review

Atlas Brown increased its Wendy's (WEN) stake by 17% in Q2 2026, buying an estimated $35.7K and bringing the position to 35,000 shares worth $290K. The position accounts for 0.08% of the portfolio, ranked #197.

Atlas Brown first reported a position in WEN in Q4 2025 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Atlas Brown held 35,000 shares of Wendy's worth $290K as of Q2 2026.
  • Atlas Brown bought 5,000 Wendy's shares in Q2 2026, an estimated $35.7K.
  • Wendy's made up 0.08% of Atlas Brown's portfolio in Q2 2026, its #197 holding.
  • Atlas Brown first reported a position in Wendy's in Q4 2025 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Atlas Brown's 13F filing for Q2 2026, filed 9 Jul 2026.