Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Wendy's WEN Stock Holding History

Cambridge Investment Research Advisors’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 		$208K Sell
25,062
-3,669
-13% -$26.2K ﹤0.01% 3537
2026
Q1 		$200K Sell
28,731
-11,232
-28% -$86.4K ﹤0.01% 3680
2025
Q4 		$333K Sell
39,963
-1,224
-3% -$10.6K ﹤0.01% 3095
2025
Q3 		$377K Buy
41,187
+6,513
+19% +$66.9K ﹤0.01% 2925
2025
Q2 		$396K Buy
34,674
+5,149
+17% +$62.8K ﹤0.01% 2758
2025
Q1 		$432K Sell
29,525
-5,928
-17% -$89.2K ﹤0.01% 2569
2024
Q4 		$578K Buy
35,453
+2,422
+7% +$44.2K ﹤0.01% 2300
2024
Q3 		$579K Buy
33,031
+5,581
+20% +$95K ﹤0.01% 2291
2024
Q2 		$466K Buy
27,450
+711
+3% +$12.9K ﹤0.01% 2355
2024
Q1 		$504K Buy
26,739
+2,933
+12% +$55.1K ﹤0.01% 2269
2023
Q4 		$464K Sell
23,806
-7,365
-24% -$142K ﹤0.01% 2240
2023
Q3 		$636K Sell
31,171
-2,175
-7% -$45.4K ﹤0.01% 1894
2023
Q2 		$725K Buy
33,346
+734
+2% +$16.4K ﹤0.01% 1853
2023
Q1 		$710K Buy
32,612
+2,627
+9% +$57.7K ﹤0.01% 1814
2022
Q4 		$679K Buy
29,985
+9,701
+48% +$207K ﹤0.01% 1786
2022
Q3 		$379K Buy
20,284
+2,815
+16% +$56.7K ﹤0.01% 2164
2022
Q2 		$330K Sell
17,469
-3,566
-17% -$67.6K ﹤0.01% 2302
2022
Q1 		$462K Sell
21,035
-1,859
-8% -$41.9K ﹤0.01% 2176
2021
Q4 		$546K Buy
22,894
+4,608
+25% +$102K ﹤0.01% 2040
2021
Q3 		$396K Sell
18,286
-1,041
-5% -$23.7K ﹤0.01% 2228
2021
Q2 		$453K Buy
19,327
+6,600
+52% +$152K ﹤0.01% 2136
2021
Q1 		$258K Sell
12,727
-6,110
-32% -$127K ﹤0.01% 2400
2020
Q4 		$413K Sell
18,837
-784
-4% -$17.9K ﹤0.01% 1901
2020
Q3 		$437K Buy
19,621
+1,178
+6% +$26K ﹤0.01% 1690
2020
Q2 		$402K Buy
18,443
+2,027
+12% +$40.3K ﹤0.01% 1684
2020
Q1 		$244K Buy
16,416
+713
+5% +$14K ﹤0.01% 1808
2019
Q4 		$349K Buy
15,703
+1,121
+8% +$23.8K ﹤0.01% 1817
2019
Q3 		$291K Buy
14,582
+982
+7% +$19.6K ﹤0.01% 1843
2019
Q2 		$266K Buy
13,600
+1,881
+16% +$35.4K ﹤0.01% 1820
2019
Q1 		$210K Sell
11,719
-173
-1% -$2.94K ﹤0.01% 2042
2018
Q4 		$186K Sell
11,892
-728
-6% -$12.4K ﹤0.01% 1942
2018
Q3 		$216K Buy
12,620
+1,057
+9% +$18.5K ﹤0.01% 2007
2018
Q2 		$199K Sell
11,563
-489
-4% -$8.32K ﹤0.01% 2022
2018
Q1 		$212K Buy
12,052
+614
+5% +$10.2K ﹤0.01% 1927
2017
Q4 		$188K Sell
11,438
-575
-5% -$8.74K ﹤0.01% 1948
2017
Q3 		$187K Sell
12,013
-2,822
-19% -$43.2K ﹤0.01% 1846
2017
Q2 		$230K Sell
14,835
-169
-1% -$2.56K ﹤0.01% 1668
2017
Q1 		$204K Buy
15,004
+2,313
+18% +$31.6K ﹤0.01% 1599
2016
Q4 		$172K Buy
12,691
+766
+6% +$9.24K ﹤0.01% 1529
2016
Q3 		$129K Sell
11,925
-1,880
-14% -$18.9K ﹤0.01% 1647
2016
Q2 		$133K Buy
13,805
+3,321
+32% +$34.8K ﹤0.01% 1453
2016
Q1 		$114K Sell
10,484
-2,982
-22% -$29.6K ﹤0.01% 1503
2015
Q4 		$145K Buy
13,466
+35
+0.3% +$345 ﹤0.01% 1437
2015
Q3 		$116K Buy
13,431
+2,336
+21% +$22.6K ﹤0.01% 1348
2015
Q2 		$125K Sell
11,095
-1,788
-14% -$19.7K ﹤0.01% 1344
2015
Q1 		$140K Sell
12,883
-12,472
-49% -$133K ﹤0.01% 1309
2014
Q4 		$229K Buy
25,355
+1,613
+7% +$13.6K 0.01% 1141
2014
Q3 		$196K Buy
23,742
+538
+2% +$4.41K 0.01% 1315
2014
Q2 		$198K Sell
23,204
-574
-2% -$4.84K 0.01% 1204
2014
Q1 		$217K Buy
23,778
+1,640
+7% +$15K 0.01% 1121
2013
Q4 		$193K Buy
22,138
+3,015
+16% +$25.9K 0.01% 1099
2013
Q3 		$162K Buy
19,123
+1,506
+9% +$11.3K 0.01% 1081
2013
Q2 		$103K Buy
+17,617
New +$102K 0.01% 1053

Other funds holding WEN

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 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
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Cambridge Investment Research Advisors's WEN Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Wendy's (WEN) stake by 13% in Q2 2026, selling an estimated $26.2K and leaving 25,062 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #3537.

Cambridge Investment Research Advisors first reported a position in WEN in Q2 2013 and has held it in 53 quarters since. The position peaked at $725K in Q2 2023. 88 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Cambridge Investment Research Advisors held 25,062 shares of Wendy's worth $208K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 3,669 Wendy's shares in Q2 2026, an estimated $26.2K.
  • Wendy's made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3537 holding.
  • Cambridge Investment Research Advisors first reported a position in Wendy's in Q2 2013 and has held it in 53 quarters since.
  • Cambridge Investment Research Advisors's Wendy's position peaked at $725K in Q2 2023.
  • 88 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.