CI
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CX Institutional’s Wendy's WEN Stock Holding History

CX Institutional’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 		$16K Buy
1,931
+39
+2% +$279 ﹤0.01% 1224
2026
Q1 		$13K Buy
1,892
+36
+2% +$277 ﹤0.01% 1238
2025
Q4 		$15K Buy
1,856
+31
+2% +$267 ﹤0.01% 1143
2025
Q3 		$17K Hold
1,825
– – ﹤0.01% 1126
2025
Q2 		$21K Buy
1,825
+1,618
+782% +$19.7K ﹤0.01% 957
2025
Q1 		$3K Buy
+207
New +$3.11K ﹤0.01% 1123

Other funds holding WEN

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

CX Institutional's WEN Position: Q2 2026 in Review

CX Institutional increased its Wendy's (WEN) stake by 2.1% in Q2 2026, buying an estimated $279 and bringing the position to 1,931 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

CX Institutional first reported a position in WEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $21K in Q2 2025. 62 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • CX Institutional held 1,931 shares of Wendy's worth $16K as of Q2 2026.
  • CX Institutional bought 39 Wendy's shares in Q2 2026, an estimated $279.
  • Wendy's made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1224 holding.
  • CX Institutional first reported a position in Wendy's in Q1 2025 and has held it in 6 quarters since.
  • CX Institutional's Wendy's position peaked at $21K in Q2 2025.
  • 62 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.