Creative Planning’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
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.