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
Q3 		$46.5K Sell
7,287
-58
-0.8% -$447 ﹤0.01% 3483
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

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
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
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Farther Finance Advisors's WEN Position: Q3 2026 in Review

Farther Finance Advisors reduced its Wendy's (WEN) stake by 0.79% in Q3 2026, selling an estimated $447 and leaving 7,287 shares worth $46.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3483.

Farther Finance Advisors first reported a position in WEN in Q1 2023 and has held it in 15 quarters since. The position peaked at $69.9K in Q4 2025. 17 funds tracked by Wall St. Rank hold WEN as of Q3 2026.

  • Farther Finance Advisors held 7,287 shares of Wendy's worth $46.5K as of Q3 2026.
  • Farther Finance Advisors sold 58 Wendy's shares in Q3 2026, an estimated $447.
  • Wendy's made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3483 holding.
  • Farther Finance Advisors first reported a position in Wendy's in Q1 2023 and has held it in 15 quarters since.
  • Farther Finance Advisors's Wendy's position peaked at $69.9K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Wendy's as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.