Essential Partners
WEN icon

Essential Partners’s Wendy's WEN Stock Holding History

Essential 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 		$453 Buy
71
+11
+18% +$85 ﹤0.01% 2428
2026
Q2 		$497 Sell
60
-15,613
-100% -$112K ﹤0.01% 2477
2026
Q1 		$109K Sell
15,673
-47,238
-75% -$364K 0.04% 407
2025
Q4 		$524K Sell
62,911
-9,739
-13% -$84K 0.16% 177
2025
Q3 		$665K Hold
72,650
– – 0.22% 125
2025
Q2 		$830K Buy
+72,650
New +$886K 0.33% 87

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

Essential Partners's WEN Position: Q3 2026 in Review

Essential Partners increased its Wendy's (WEN) stake by 18% in Q3 2026, buying an estimated $85 and bringing the position to 71 shares worth $453. The position accounts for ﹤0.01% of the portfolio, ranked #2428.

Essential Partners first reported a position in WEN in Q2 2025 and has held it in 6 quarters since. The position peaked at $830K in Q2 2025. 72 funds tracked by Wall St. Rank hold WEN as of Q3 2026.

  • Essential Partners held 71 shares of Wendy's worth $453 as of Q3 2026.
  • Essential Partners bought 11 Wendy's shares in Q3 2026, an estimated $85.
  • Wendy's made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2428 holding.
  • Essential Partners first reported a position in Wendy's in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Wendy's position peaked at $830K in Q2 2025.
  • 72 funds tracked by Wall St. Rank held Wendy's as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.