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Everhart Financial Group’s Wendy's WEN Stock Holding History

Everhart Financial Group’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 		$174K Sell
20,953
-42
-0.2% -$300 0.01% 464
2026
Q1 		$146K Buy
20,995
+6,618
+46% +$50.9K 0.01% 452
2025
Q4 		$120K Buy
14,377
+523
+4% +$4.51K 0.01% 414
2025
Q3 		$127K Buy
13,854
+3,692
+36% +$37.9K 0.01% 384
2025
Q2 		$116K Buy
10,162
+61
+0.6% +$744 0.01% 334
2025
Q1 		$148K Buy
+10,101
New +$152K 0.02% 323
2024
Q3 		– Sell
-10,248
Closed -$174K – 330
2024
Q2 		$174K Hold
10,248
– – 0.05% 286
2024
Q1 		$193K Hold
10,248
– – 0.06% 269
2023
Q4 		$200K Hold
10,248
– – 0.07% 235
2023
Q3 		$209K Hold
10,248
– – 0.09% 200
2023
Q2 		$223K Sell
10,248
-1
-0% -$22 0.09% 193
2023
Q1 		$223K Hold
10,249
– – 0.1% 182
2022
Q4 		$232K Sell
10,249
-159
-2% -$3.4K 0.12% 155
2022
Q3 		$195K Sell
10,408
-145
-1% -$2.92K 0.11% 195
2022
Q2 		$200K Buy
10,553
+572
+6% +$10.8K 0.12% 180
2022
Q1 		$219K Hold
9,981
– – 0.13% 120
2021
Q4 		$238K Sell
9,981
-139
-1% -$3.09K 0.14% 103
2021
Q3 		$219K Hold
10,120
– – 0.15% 94
2021
Q2 		$237K Sell
10,120
-80
-0.8% -$1.84K 0.16% 85
2021
Q1 		$207K Hold
10,200
– – 0.18% 77
2020
Q4 		$224K Buy
+10,200
New +$232K 0.21% 73

Other funds holding WEN

AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Everhart Financial Group's WEN Position: Q2 2026 in Review

Everhart Financial Group reduced its Wendy's (WEN) stake by 0.2% in Q2 2026, selling an estimated $300 and leaving 20,953 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #464.

Everhart Financial Group first reported a position in WEN in Q4 2020 and has held it in 21 quarters since. The position peaked at $238K in Q4 2021. 43 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Everhart Financial Group held 20,953 shares of Wendy's worth $174K as of Q2 2026.
  • Everhart Financial Group sold 42 Wendy's shares in Q2 2026, an estimated $300.
  • Wendy's made up 0.01% of Everhart Financial Group's portfolio in Q2 2026, its #464 holding.
  • Everhart Financial Group first reported a position in Wendy's in Q4 2020 and has held it in 21 quarters since.
  • Everhart Financial Group's Wendy's position peaked at $238K in Q4 2021.
  • 43 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.