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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
Q3 		$287K Buy
45,000
+10,000
+29% +$77.1K 0.08% 195
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

VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Atlas Brown's WEN Position: Q3 2026 in Review

Atlas Brown increased its Wendy's (WEN) stake by 29% in Q3 2026, buying an estimated $77.1K and bringing the position to 45,000 shares worth $287K. The position accounts for 0.08% of the portfolio, ranked #195.

Atlas Brown first reported a position in WEN in Q4 2025 and has held it in 4 quarters since. The position peaked at $290K in Q2 2026. 17 funds tracked by Wall St. Rank hold WEN as of Q3 2026.

  • Atlas Brown held 45,000 shares of Wendy's worth $287K as of Q3 2026.
  • Atlas Brown bought 10,000 Wendy's shares in Q3 2026, an estimated $77.1K.
  • Wendy's made up 0.08% of Atlas Brown's portfolio in Q3 2026, its #195 holding.
  • Atlas Brown first reported a position in Wendy's in Q4 2025 and has held it in 4 quarters since.
  • Atlas Brown's Wendy's position peaked at $290K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Wendy's as of Q3 2026.

Based on Atlas Brown's 13F filing for Q3 2026, filed 9 Oct 2026.