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Cedar Mountain Advisors’s Wendy's WEN Stock Holding History

Cedar Mountain 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 		$771 Buy
+93
New +$665 ﹤0.01% 985

Other funds holding WEN

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
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 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
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Cedar Mountain Advisors's WEN Position: Q2 2026 in Review

Cedar Mountain Advisors opened a new position in Wendy's (WEN) in Q2 2026: 93 shares worth $771. The stake represents ﹤0.01% of the portfolio and ranks #985 among its holdings.

43 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Cedar Mountain Advisors held 93 shares of Wendy's worth $771 as of Q2 2026.
  • Wendy's was a new Cedar Mountain Advisors position in Q2 2026.
  • Wendy's made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #985 holding.
  • 43 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.