Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s Wendy's WEN Stock Holding History

Dynamic Advisor Solutions’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 		$67.2K Buy
+10,529
New +$81.2K ﹤0.01% 1019

Other funds holding WEN

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
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Dynamic Advisor Solutions's WEN Position: Q3 2026 in Review

Dynamic Advisor Solutions opened a new position in Wendy's (WEN) in Q3 2026: 10,529 shares worth $67.2K. The stake represents ﹤0.01% of the portfolio and ranks #1019 among its holdings.

32 funds tracked by Wall St. Rank hold WEN as of Q3 2026.

  • Dynamic Advisor Solutions held 10,529 shares of Wendy's worth $67.2K as of Q3 2026.
  • Wendy's was a new Dynamic Advisor Solutions position in Q3 2026.
  • Wendy's made up ﹤0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #1019 holding.
  • 32 funds tracked by Wall St. Rank held Wendy's as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.