Cetera Investment Advisers
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Cetera Investment Advisers’s Wendy's WEN Stock Holding History

Cetera Investment Advisers’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 		$532K Sell
64,167
-5,309
-8% -$37.9K ﹤0.01% 3645
2026
Q1 		$483K Sell
69,476
-7,754
-10% -$59.7K ﹤0.01% 3547
2025
Q4 		$643K Buy
77,230
+11,980
+18% +$103K ﹤0.01% 3217
2025
Q3 		$598K Buy
65,250
+13,095
+25% +$135K ﹤0.01% 3229
2025
Q2 		$596K Sell
52,155
-4,412
-8% -$53.8K ﹤0.01% 2825
2025
Q1 		$828K Buy
56,567
+15,060
+36% +$227K ﹤0.01% 2417
2024
Q4 		$677K Buy
41,507
+2,579
+7% +$47.1K ﹤0.01% 2449
2024
Q3 		$682K Buy
38,928
+526
+1% +$8.95K ﹤0.01% 2398
2024
Q2 		$651K Sell
38,402
-2,604
-6% -$47.3K ﹤0.01% 2393
2024
Q1 		$773K Buy
41,006
+25,408
+163% +$478K ﹤0.01% 2270
2023
Q4 		$304K Buy
15,598
+245
+2% +$4.71K ﹤0.01% 1779
2023
Q3 		$313K Buy
15,353
+245
+2% +$5.12K ﹤0.01% 1695
2023
Q2 		$329K Sell
15,108
-81
-0.5% -$1.8K ﹤0.01% 1681
2023
Q1 		$331K Buy
15,189
+3,012
+25% +$66.2K ﹤0.01% 1649
2022
Q4 		$276K Sell
12,177
-53
-0.4% -$1.13K ﹤0.01% 1716
2022
Q3 		$229K Buy
12,230
+35
+0.3% +$705 ﹤0.01% 1428
2022
Q2 		$230K Sell
12,195
-703
-5% -$13.3K ﹤0.01% 1590
2022
Q1 		$283K Sell
12,898
-268
-2% -$6.04K ﹤0.01% 1513
2021
Q4 		$314K Buy
13,166
+417
+3% +$9.28K ﹤0.01% 1469
2021
Q3 		$277K Buy
+12,749
New +$291K ﹤0.01% 1493

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 $3.37T AUM 44.26% 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

Cetera Investment Advisers's WEN Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Wendy's (WEN) stake by 7.6% in Q2 2026, selling an estimated $37.9K and leaving 64,167 shares worth $532K. The position accounts for ﹤0.01% of the portfolio, ranked #3645.

Cetera Investment Advisers first reported a position in WEN in Q3 2021 and has held it in 20 quarters since. The position peaked at $828K in Q1 2025. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Cetera Investment Advisers held 64,167 shares of Wendy's worth $532K as of Q2 2026.
  • Cetera Investment Advisers sold 5,309 Wendy's shares in Q2 2026, an estimated $37.9K.
  • Wendy's made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3645 holding.
  • Cetera Investment Advisers first reported a position in Wendy's in Q3 2021 and has held it in 20 quarters since.
  • Cetera Investment Advisers's Wendy's position peaked at $828K in Q1 2025.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.