FFA
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Farther Finance Advisors’s Wendy's WEN Stock Holding History

Farther Finance 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 		$60.9K Buy
7,345
+54
+0.7% +$386 ﹤0.01% 3093
2026
Q1 		$50.3K Sell
7,291
-1,101
-13% -$8.47K ﹤0.01% 2991
2025
Q4 		$69.9K Buy
8,392
+2,992
+55% +$25.8K ﹤0.01% 2581
2025
Q3 		$49.5K Buy
5,400
+4,539
+527% +$46.6K ﹤0.01% 2449
2025
Q2 		$9.84K Sell
861
-1,272
-60% -$15.5K ﹤0.01% 3091
2025
Q1 		$31.4K Buy
2,133
+1,957
+1,112% +$29.4K ﹤0.01% 2141
2024
Q4 		$2.87K Sell
176
-248
-58% -$4.53K ﹤0.01% 2871
2024
Q3 		$7.43K Buy
424
+7
+2% +$119 ﹤0.01% 2483
2024
Q2 		$6.86K Buy
417
+145
+53% +$2.63K ﹤0.01% 2245
2024
Q1 		$5.06K Sell
272
-2
-0.7% -$38 ﹤0.01% 2063
2023
Q4 		$5.34K Buy
274
+238
+661% +$4.58K ﹤0.01% 1939
2023
Q3 		$735 Sell
36
-112
-76% -$2.34K ﹤0.01% 2162
2023
Q2 		$3.22K Buy
148
+1
+0.7% +$22 ﹤0.01% 1589
2023
Q1 		$3.2K Buy
+147
New +$3.23K ﹤0.01% 1468

Other funds holding WEN

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
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
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 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

Farther Finance Advisors's WEN Position: Q2 2026 in Review

Farther Finance Advisors increased its Wendy's (WEN) stake by 0.74% in Q2 2026, buying an estimated $386 and bringing the position to 7,345 shares worth $60.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3093.

Farther Finance Advisors first reported a position in WEN in Q1 2023 and has held it in 14 quarters since. The position peaked at $69.9K in Q4 2025. 61 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Farther Finance Advisors held 7,345 shares of Wendy's worth $60.9K as of Q2 2026.
  • Farther Finance Advisors bought 54 Wendy's shares in Q2 2026, an estimated $386.
  • Wendy's made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3093 holding.
  • Farther Finance Advisors first reported a position in Wendy's in Q1 2023 and has held it in 14 quarters since.
  • Farther Finance Advisors's Wendy's position peaked at $69.9K in Q4 2025.
  • 61 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.