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Clearstead Trust’s Wendy's WEN Stock Holding History

Clearstead Trust’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 		$8.74K Buy
1,054
+764
+263% +$5.46K ﹤0.01% 655
2026
Q1 		$2.02K Buy
290
+274
+1,713% +$2.11K ﹤0.01% 878
2025
Q4 		$134 Sell
16
-413
-96% -$3.56K ﹤0.01% 996
2025
Q3 		$3.93K Hold
429
– – ﹤0.01% 816
2025
Q2 		$4.9K Buy
429
+164
+62% +$2K ﹤0.01% 753
2025
Q1 		$3.88K Buy
+265
New +$3.99K ﹤0.01% 664

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

Clearstead Trust's WEN Position: Q2 2026 in Review

Clearstead Trust increased its Wendy's (WEN) stake by 263% in Q2 2026, buying an estimated $5.46K and bringing the position to 1,054 shares worth $8.74K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

Clearstead Trust first reported a position in WEN in Q1 2025 and has held it in 6 quarters since. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Clearstead Trust held 1,054 shares of Wendy's worth $8.74K as of Q2 2026.
  • Clearstead Trust bought 764 Wendy's shares in Q2 2026, an estimated $5.46K.
  • Wendy's made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #655 holding.
  • Clearstead Trust first reported a position in Wendy's in Q1 2025 and has held it in 6 quarters since.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.