Creative Planning’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.76M | Buy |
685,429
+164,741
| +32% | +$1.27M | ﹤0.01% | 1240 |
|
|
2025
Q4 | $4.34M | Buy |
520,688
+126,077
| +32% | +$1.09M | ﹤0.01% | 1107 |
|
|
2025
Q3 | $3.61M | Buy |
394,611
+90,115
| +30% | +$926K | ﹤0.01% | 1077 |
|
|
2025
Q2 | $3.48M | Buy |
304,496
+87,721
| +40% | +$1.07M | ﹤0.01% | 949 |
|
|
2025
Q1 | $3.17M | Buy |
216,775
+12,274
| +6% | +$185K | ﹤0.01% | 906 |
|
|
2024
Q4 | $3.33M | Buy |
204,501
+1,339
| +0.7% | +$24.4K | ﹤0.01% | 844 |
|
|
2024
Q3 | $3.56M | Buy |
203,162
+7,180
| +4% | +$122K | ﹤0.01% | 784 |
|
|
2024
Q2 | $3.32M | Buy |
195,982
+9,703
| +5% | +$176K | ﹤0.01% | 781 |
|
|
2024
Q1 | $3.51M | Sell |
186,279
-2,241
| -1% | -$42.1K | ﹤0.01% | 738 |
|
|
2023
Q4 | $3.67M | Buy |
188,520
+3,036
| +2% | +$58.4K | 0.01% | 661 |
|
|
2023
Q3 | $3.79M | Sell |
185,484
-360
| -0.2% | -$7.52K | 0.01% | 612 |
|
|
2023
Q2 | $4.04M | Sell |
185,844
-397,234
| -68% | -$8.85M | 0.01% | 583 |
|
|
2023
Q1 | $12.7M | Buy |
583,078
+400,686
| +220% | +$8.8M | 0.02% | 293 |
|
|
2022
Q4 | $4.13M | Buy |
182,392
+2,370
| +1% | +$50.6K | 0.01% | 537 |
|
|
2022
Q3 | $3.37M | Buy |
180,022
+229
| +0.1% | +$4.61K | 0.01% | 539 |
|
|
2022
Q2 | $3.4M | Buy |
179,793
+1,331
| +0.7% | +$25.2K | 0.01% | 552 |
|
|
2022
Q1 | $3.92M | Sell |
178,462
-532
| -0.3% | -$12K | 0.01% | 515 |
|
|
2021
Q4 | $4.27M | Buy |
178,994
+1,872
| +1% | +$41.6K | 0.01% | 457 |
|
|
2021
Q3 | $3.84M | Buy |
177,122
+69
| +0% | +$1.57K | 0.01% | 490 |
|
|
2021
Q2 | $4.15M | Sell |
177,053
-3,849
| -2% | -$88.4K | 0.01% | 456 |
|
|
2021
Q1 | $3.67M | Buy |
180,902
+417
| +0.2% | +$8.66K | 0.01% | 493 |
|
|
2020
Q4 | $3.96M | Sell |
180,485
-777
| -0.4% | -$17.7K | 0.01% | 429 |
|
|
2020
Q3 | $4.04M | Sell |
181,262
-1,680
| -0.9% | -$37K | 0.01% | 353 |
|
|
2020
Q2 | $3.98M | Sell |
182,942
-15,636
| -8% | -$311K | 0.01% | 322 |
|
|
2020
Q1 | $2.96M | Sell |
198,578
-9,602
| -5% | -$189K | 0.01% | 333 |
|
|
2019
Q4 | $4.62M | Buy |
208,180
+1,443
| +0.7% | +$30.6K | 0.01% | 310 |
|
|
2019
Q3 | $4.13M | Buy |
206,737
+27,993
| +16% | +$558K | 0.01% | 317 |
|
|
2019
Q2 | $3.5M | Sell |
178,744
-607
| -0.3% | -$11.4K | 0.01% | 356 |
|
|
2019
Q1 | $3.21M | Sell |
179,351
-12,436
| -6% | -$211K | 0.01% | 353 |
|
|
2018
Q4 | $2.99M | Sell |
191,787
-261
| -0.1% | -$4.45K | 0.01% | 345 |
|
|
2018
Q3 | $3.29M | Buy |
192,048
+603
| +0.3% | +$10.5K | 0.01% | 360 |
|
|
2018
Q2 | $3.29M | Sell |
191,445
-645
| -0.3% | -$11K | 0.01% | 353 |
|
|
2018
Q1 | $3.37M | Sell |
192,090
-11,459
| -6% | -$190K | 0.01% | 335 |
|
|
2017
Q4 | $3.34M | Buy |
203,549
+695
| +0.3% | +$10.6K | 0.01% | 330 |
|
|
2017
Q3 | $3.15M | Sell |
202,854
-3,683
| -2% | -$56.4K | 0.01% | 333 |
|
|
2017
Q2 | $3.2M | Buy |
206,537
+158,972
| +334% | +$2.41M | 0.02% | 309 |
|
|
2017
Q1 | $647K | Sell |
47,565
-434
| -0.9% | -$5.92K | ﹤0.01% | 853 |
|
|
2016
Q4 | $649K | Buy |
47,999
+7,304
| +18% | +$88.1K | ﹤0.01% | 801 |
|
|
2016
Q3 | $440K | Buy |
40,695
+8,882
| +28% | +$89.5K | ﹤0.01% | 958 |
|
|
2016
Q2 | $306K | Buy |
31,813
+1,198
| +4% | +$12.6K | ﹤0.01% | 1034 |
|
|
2016
Q1 | $333K | Buy |
30,615
+10,821
| +55% | +$107K | ﹤0.01% | 936 |
|
|
2015
Q4 | $213K | Sell |
19,794
-129
| -0.6% | -$1.27K | ﹤0.01% | 1165 |
|
|
2015
Q3 | $172K | Buy |
19,923
+3,421
| +21% | +$33.2K | ﹤0.01% | 1276 |
|
|
2015
Q2 | $186K | Buy |
16,502
+3,443
| +26% | +$37.9K | ﹤0.01% | 886 |
|
|
2015
Q1 | $142K | Buy |
13,059
+435
| +3% | +$4.65K | ﹤0.01% | 1379 |
|
|
2014
Q4 | $114K | Sell |
12,624
-2,545
| -17% | -$21.5K | ﹤0.01% | 1485 |
|
|
2014
Q3 | $125K | Sell |
15,169
-2,298
| -13% | -$18.8K | ﹤0.01% | 1333 |
|
|
2014
Q2 | $149K | Buy |
17,467
+3,279
| +23% | +$27.6K | ﹤0.01% | 1196 |
|
|
2014
Q1 | $129K | Sell |
14,188
-5,485
| -28% | -$50.2K | ﹤0.01% | 1240 |
|
|
2013
Q4 | $172K | Sell |
19,673
-387
| -2% | -$3.32K | ﹤0.01% | 936 |
|
|
2013
Q3 | $170K | Buy |
20,060
+8,854
| +79% | +$66.4K | ﹤0.01% | 833 |
|
|
2013
Q2 | $65K | Buy |
+11,206
| New | +$64.9K | ﹤0.01% | 1235 |
|
Other funds holding WEN
TFM
VPM
VCM
Creative Planning's WEN Position: Q1 2026 in Review
Creative Planning increased its Wendy's (WEN) stake by 32% in Q1 2026, buying an estimated $1.27M and bringing the position to 685,429 shares worth $4.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1240.
Creative Planning first reported a position in WEN in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.7M in Q1 2023. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.
- Creative Planning held 685,429 shares of Wendy's worth $4.76M as of Q1 2026.
- Creative Planning bought 164,741 Wendy's shares in Q1 2026, an estimated $1.27M.
- Wendy's made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1240 holding.
- Creative Planning first reported a position in Wendy's in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's Wendy's position peaked at $12.7M in Q1 2023.
- 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.