EWP
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Elevation Wealth Partners’s Wendy's WEN Stock Holding History

Elevation Wealth Partners’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 		$14.9K Sell
1,794
-1,675
-48% -$12K ﹤0.01% 678
2026
Q1 		$24.1K Buy
3,469
+1,646
+90% +$12.7K 0.01% 345
2025
Q4 		$15.2K Buy
1,823
+1,736
+1,995% +$15K 0.01% 423
2025
Q3 		$797 Buy
+87
New +$894 ﹤0.01% 761

Other funds holding WEN

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Elevation Wealth Partners's WEN Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Wendy's (WEN) stake by 48% in Q2 2026, selling an estimated $12K and leaving 1,794 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

Elevation Wealth Partners first reported a position in WEN in Q3 2025 and has held it in 4 quarters since. The position peaked at $24.1K in Q1 2026. 113 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Elevation Wealth Partners held 1,794 shares of Wendy's worth $14.9K as of Q2 2026.
  • Elevation Wealth Partners sold 1,675 Wendy's shares in Q2 2026, an estimated $12K.
  • Wendy's made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #678 holding.
  • Elevation Wealth Partners first reported a position in Wendy's in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Wendy's position peaked at $24.1K in Q1 2026.
  • 113 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.