Creative Planning
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Creative Planning’s Wendy's WEN Stock Holding History

Creative Planning’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
2020
Q2 		– Sell
-2,000
Closed -$4K – 2144
2020
Q1 		$4K Buy
+2,000
New +$39.3K ﹤0.01% 1805

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

Creative Planning's WEN Position: Q2 2026 in Review

Creative Planning reduced its Wendy's (WEN) stake by 16% in Q2 2026, selling an estimated $786K and leaving 575,506 shares worth $4.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

Creative Planning first reported a position in WEN in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.7M in Q1 2023. 404 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Creative Planning held 575,506 shares of Wendy's worth $4.77M as of Q2 2026.
  • Creative Planning sold 109,923 Wendy's shares in Q2 2026, an estimated $786K.
  • Wendy's made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1444 holding.
  • Creative Planning first reported a position in Wendy's in Q2 2013 and has held it in 53 quarters since.
  • Creative Planning's Wendy's position peaked at $12.7M in Q1 2023.
  • 404 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.