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Ausdal Financial Partners’s Wendy's WEN Stock Holding History

Ausdal Financial Partners’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
Q1 		$119K Sell
17,140
-511
-3% -$3.93K 0.01% 963
2025
Q4 		$147K Buy
17,651
+3,489
+25% +$30.1K 0.01% 915
2025
Q3 		$130K Buy
14,162
+1,765
+14% +$18.1K 0.01% 909
2025
Q2 		$142K Sell
12,397
-440
-3% -$5.37K 0.01% 674
2025
Q1 		$188K Buy
12,837
+1,605
+14% +$24.1K 0.01% 615
2024
Q4 		$183K Buy
11,232
+1,008
+10% +$18.4K 0.02% 547
2024
Q3 		$179K Buy
+10,224
New +$174K 0.02% 493
2018
Q4 		– Sell
-13,183
Closed -$226K – 405
2018
Q3 		$226K Buy
+13,183
New +$230K 0.06% 345

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ausdal Financial Partners's WEN Position: Q1 2026 in Review

Ausdal Financial Partners reduced its Wendy's (WEN) stake by 2.9% in Q1 2026, selling an estimated $3.93K and leaving 17,140 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #963.

Ausdal Financial Partners first reported a position in WEN in Q3 2018 and has held it in 8 quarters since. The position peaked at $226K in Q3 2018. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Ausdal Financial Partners held 17,140 shares of Wendy's worth $119K as of Q1 2026.
  • Ausdal Financial Partners sold 511 Wendy's shares in Q1 2026, an estimated $3.93K.
  • Wendy's made up 0.01% of Ausdal Financial Partners's portfolio in Q1 2026, its #963 holding.
  • Ausdal Financial Partners first reported a position in Wendy's in Q3 2018 and has held it in 8 quarters since.
  • Ausdal Financial Partners's Wendy's position peaked at $226K in Q3 2018.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.