CX Institutional
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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
Q3 		$12K Buy
1,949
+18
+0.9% +$139 ﹤0.01% 1327
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

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Vista Investment Partners
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

CX Institutional's WEN Position: Q3 2026 in Review

CX Institutional increased its Wendy's (WEN) stake by 0.93% in Q3 2026, buying an estimated $139 and bringing the position to 1,949 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

CX Institutional first reported a position in WEN in Q1 2025 and has held it in 7 quarters since. The position peaked at $21K in Q2 2025. 72 funds tracked by Wall St. Rank hold WEN as of Q3 2026.

  • CX Institutional held 1,949 shares of Wendy's worth $12K as of Q3 2026.
  • CX Institutional bought 18 Wendy's shares in Q3 2026, an estimated $139.
  • Wendy's made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1327 holding.
  • CX Institutional first reported a position in Wendy's in Q1 2025 and has held it in 7 quarters since.
  • CX Institutional's Wendy's position peaked at $21K in Q2 2025.
  • 72 funds tracked by Wall St. Rank held Wendy's as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.