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Crossmark Global Holdings’s Wendy's WEN Stock Holding History

Crossmark Global Holdings’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 		$99.5K Sell
12,004
-798
-6% -$5.7K ﹤0.01% 1253
2026
Q1 		$89K Hold
12,802
– – ﹤0.01% 1227
2025
Q4 		$107K Sell
12,802
-57
-0.4% -$492 ﹤0.01% 1210
2025
Q3 		$118K Sell
12,859
-1,987
-13% -$20.4K ﹤0.01% 1274
2025
Q2 		$170K Buy
14,846
+440
+3% +$5.37K ﹤0.01% 1289
2025
Q1 		$211K Buy
14,406
+83
+0.6% +$1.25K ﹤0.01% 1247
2024
Q4 		$234K Sell
14,323
-44
-0.3% -$803 ﹤0.01% 1144
2024
Q3 		$252K Sell
14,367
-37
-0.3% -$630 ﹤0.01% 1147
2024
Q2 		$245K Sell
14,404
-804
-5% -$14.6K ﹤0.01% 1147
2024
Q1 		$287K Sell
15,208
-235
-2% -$4.42K 0.01% 1119
2023
Q4 		$300K Sell
15,443
-668
-4% -$12.9K 0.01% 1068
2023
Q3 		$313K Hold
16,111
– – 0.01% 994
2023
Q2 		$346K Sell
16,111
-1,000
-6% -$22.3K 0.01% 1003
2023
Q1 		$373K Buy
17,111
+51
+0.3% +$1.12K 0.01% 949
2022
Q4 		$387K Sell
17,060
-790
-4% -$16.9K 0.01% 909
2022
Q3 		$334K Sell
17,850
-390
-2% -$7.85K 0.01% 941
2022
Q2 		$345K Sell
18,240
-1,580
-8% -$29.9K 0.01% 972
2022
Q1 		$436K Buy
19,820
+920
+5% +$20.7K 0.01% 968
2021
Q4 		$451K Buy
18,900
+450
+2% +$10K 0.01% 944
2021
Q3 		$400K Sell
18,450
-490
-3% -$11.2K 0.01% 1033
2021
Q2 		$444K Sell
18,940
-70
-0.4% -$1.61K 0.01% 991
2021
Q1 		$385K Sell
19,010
-10
-0.1% -$208 0.01% 1040
2020
Q4 		$417K Buy
19,020
+400
+2% +$9.11K 0.01% 923
2020
Q3 		$415K Sell
18,620
-30
-0.2% -$661 0.01% 856
2020
Q2 		$406K Sell
18,650
-1,440
-7% -$28.6K 0.01% 854
2020
Q1 		$299K Hold
20,090
– – 0.01% 853
2019
Q4 		$446K Sell
20,090
-7,060
-26% -$150K 0.01% 856
2019
Q3 		$542K Buy
27,150
+220
+0.8% +$4.39K 0.02% 754
2019
Q2 		$527K Sell
26,930
-93
-0.3% -$1.75K 0.01% 784
2019
Q1 		$483K Sell
27,023
-340
-1% -$5.78K 0.01% 829
2018
Q4 		$427K Buy
27,363
+6,050
+28% +$103K 0.01% 848
2018
Q3 		$365K Buy
21,313
+60
+0.3% +$1.05K 0.01% 1184
2018
Q2 		$365K Sell
21,253
-100
-0.5% -$1.7K 0.01% 1162
2018
Q1 		$375K Sell
21,353
-1,153
-5% -$19.1K 0.01% 1108
2017
Q4 		$370K Sell
22,506
-4,627
-17% -$70.3K 0.01% 1227
2017
Q3 		$421K Buy
+27,133
New +$416K 0.01% 1076
2016
Q3 		$421K Buy
+27,133
New +$273K 0.01% 1076

Other funds holding WEN

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return

Crossmark Global Holdings's WEN Position: Q2 2026 in Review

Crossmark Global Holdings reduced its Wendy's (WEN) stake by 6.2% in Q2 2026, selling an estimated $5.7K and leaving 12,004 shares worth $99.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

Crossmark Global Holdings first reported a position in WEN in Q3 2016 and has held it in 37 quarters since. The position peaked at $542K in Q3 2019. 59 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Crossmark Global Holdings held 12,004 shares of Wendy's worth $99.5K as of Q2 2026.
  • Crossmark Global Holdings sold 798 Wendy's shares in Q2 2026, an estimated $5.7K.
  • Wendy's made up ﹤0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #1253 holding.
  • Crossmark Global Holdings first reported a position in Wendy's in Q3 2016 and has held it in 37 quarters since.
  • Crossmark Global Holdings's Wendy's position peaked at $542K in Q3 2019.
  • 59 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.