EWP
WEN icon

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
Q3 		$12.1K Buy
1,891
+97
+5% +$748 ﹤0.01% 830
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

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
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Elevation Wealth Partners's WEN Position: Q3 2026 in Review

Elevation Wealth Partners increased its Wendy's (WEN) stake by 5.4% in Q3 2026, buying an estimated $748 and bringing the position to 1,891 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

Elevation Wealth Partners first reported a position in WEN in Q3 2025 and has held it in 5 quarters since. The position peaked at $24.1K in Q1 2026. 17 funds tracked by Wall St. Rank hold WEN as of Q3 2026.

  • Elevation Wealth Partners held 1,891 shares of Wendy's worth $12.1K as of Q3 2026.
  • Elevation Wealth Partners bought 97 Wendy's shares in Q3 2026, an estimated $748.
  • Wendy's made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #830 holding.
  • Elevation Wealth Partners first reported a position in Wendy's in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's Wendy's position peaked at $24.1K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Wendy's as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.