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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
Q2 		$103K Sell
12,440
-4,700
-27% -$33.6K ﹤0.01% 1023
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 $4.23B AUM 31.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ausdal Financial Partners's WEN Position: Q2 2026 in Review

Ausdal Financial Partners reduced its Wendy's (WEN) stake by 27% in Q2 2026, selling an estimated $33.6K and leaving 12,440 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

Ausdal Financial Partners first reported a position in WEN in Q3 2018 and has held it in 9 quarters since. The position peaked at $226K in Q3 2018. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Ausdal Financial Partners held 12,440 shares of Wendy's worth $103K as of Q2 2026.
  • Ausdal Financial Partners sold 4,700 Wendy's shares in Q2 2026, an estimated $33.6K.
  • Wendy's made up ﹤0.01% of Ausdal Financial Partners's portfolio in Q2 2026, its #1023 holding.
  • Ausdal Financial Partners first reported a position in Wendy's in Q3 2018 and has held it in 9 quarters since.
  • Ausdal Financial Partners's Wendy's position peaked at $226K in Q3 2018.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.