EverSource Wealth Advisors’s Wendy's WEN Stock Holding History

EverSource Wealth Advisors’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	$22.3K	Sell	2,693 -695	-21%	-$4.97K	﹤0.01%	2354
2026 Q1	$23.5K	Sell	3,388 -6,778	-67%	-$52.2K	﹤0.01%	2402
2025 Q4	$84.7K	Sell	10,166 -2,995	-23%	-$25.8K	﹤0.01%	1400
2025 Q3	$121K	Buy	13,161 +286	+2%	+$2.94K	﹤0.01%	1185
2025 Q2	$147K	Buy	12,875 +10,337	+407%	+$126K	0.01%	1010
2025 Q1	$37.1K	Buy	2,538 +1,868	+279%	+$28.1K	﹤0.01%	1385
2024 Q4	$10.9K	Buy	670 +475	+244%	+$8.67K	﹤0.01%	1943
2024 Q3	$3.42K	Hold	195	–	–	﹤0.01%	2367
2024 Q2	$3.3K	Buy	195 +42	+27%	+$763	﹤0.01%	2367
2024 Q1	$3.06K	Sell	153 -31	-17%	-$583	﹤0.01%	2241
2023 Q4	$3.58K	Sell	184 -3	-2%	-$58	﹤0.01%	1989
2023 Q3	$3.82K	Buy	187 +115	+160%	+$2.4K	﹤0.01%	1807
2023 Q2	$1.57K	Buy	72 +23	+47%	+$512	﹤0.01%	2096
2023 Q1	$1.07K	Hold	49	–	–	﹤0.01%	2098
2022 Q4	$1.11K	Hold	49	–	–	﹤0.01%	2059
2022 Q3	$1K	Buy	+49	New	+$986	﹤0.01%	1921
2022 Q1	–	Sell	-251	Closed	-$6K	–	1865
2021 Q4	$6K	Buy	+251	New	+$5.58K	﹤0.01%	1211

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EverSource Wealth Advisors's WEN Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Wendy's (WEN) stake by 21% in Q2 2026, selling an estimated $4.97K and leaving 2,693 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2354.

EverSource Wealth Advisors first reported a position in WEN in Q4 2021 and has held it in 17 quarters since. The position peaked at $147K in Q2 2025. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

EverSource Wealth Advisors held 2,693 shares of Wendy's worth $22.3K as of Q2 2026.
EverSource Wealth Advisors sold 695 Wendy's shares in Q2 2026, an estimated $4.97K.
Wendy's made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2354 holding.
EverSource Wealth Advisors first reported a position in Wendy's in Q4 2021 and has held it in 17 quarters since.
EverSource Wealth Advisors's Wendy's position peaked at $147K in Q2 2025.
403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.