Financial Management Professionals’s Wendy's WEN Stock Holding History

Financial Management Professionals’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	$3.52K	Hold	425	–	–	﹤0.01%	725
2026 Q1	$2.95K	Hold	425	–	–	﹤0.01%	676
2025 Q4	$3.54K	Hold	425	–	–	﹤0.01%	655
2025 Q3	$3.89K	Hold	425	–	–	﹤0.01%	630
2025 Q2	$4.85K	Hold	425	–	–	﹤0.01%	630
2025 Q1	$6.22K	Hold	425	–	–	﹤0.01%	599
2024 Q4	$6.93K	Hold	425	–	–	﹤0.01%	567
2024 Q3	$7K	Hold	425	–	–	﹤0.01%	599
2024 Q2	$7K	Hold	425	–	–	﹤0.01%	547
2024 Q1	$8K	Hold	425	–	–	﹤0.01%	584
2023 Q4	$8K	Hold	425	–	–	﹤0.01%	587
2023 Q3	$9K	Hold	425	–	–	﹤0.01%	515
2023 Q2	$9K	Hold	425	–	–	﹤0.01%	567
2023 Q1	$9K	Hold	425	–	–	﹤0.01%	594
2022 Q4	$10K	Hold	425	–	–	﹤0.01%	515
2022 Q3	$8K	Hold	425	–	–	﹤0.01%	535
2022 Q2	$8K	Hold	425	–	–	﹤0.01%	550
2022 Q1	$9K	Hold	425	–	–	﹤0.01%	557
2021 Q4	$10K	Hold	425	–	–	﹤0.01%	489
2021 Q3	$9K	Hold	425	–	–	﹤0.01%	508
2021 Q2	$10K	Hold	425	–	–	﹤0.01%	406
2021 Q1	$9K	Hold	425	–	–	﹤0.01%	398
2020 Q4	$9K	Hold	425	–	–	﹤0.01%	388
2020 Q3	$9K	Hold	425	–	–	﹤0.01%	333
2020 Q2	$9K	Hold	425	–	–	﹤0.01%	326
2020 Q1	$6K	Hold	425	–	–	﹤0.01%	200
2019 Q4	$9K	Hold	425	–	–	﹤0.01%	196
2019 Q3	$8K	Hold	425	–	–	﹤0.01%	201
2019 Q2	$8K	Hold	425	–	–	﹤0.01%	213
2019 Q1	$8K	Hold	425	–	–	﹤0.01%	178
2018 Q4	$7K	Hold	425	–	–	﹤0.01%	174
2018 Q3	$7K	Hold	425	–	–	﹤0.01%	198
2018 Q2	$7K	Hold	425	–	–	﹤0.01%	185
2018 Q1	$7K	Hold	425	–	–	﹤0.01%	187
2017 Q4	$6K	Hold	425	–	–	﹤0.01%	167
2017 Q3	$6K	Hold	425	–	–	﹤0.01%	169
2017 Q2	$6K	Hold	425	–	–	﹤0.01%	187
2017 Q1	$5K	Hold	425	–	–	﹤0.01%	219
2016 Q4	$5K	Hold	425	–	–	﹤0.01%	206
2016 Q3	$4K	Hold	425	–	–	﹤0.01%	245
2016 Q2	$4K	Hold	425	–	–	﹤0.01%	336
2016 Q1	$5K	Hold	425	–	–	﹤0.01%	197
2015 Q4	$4K	Hold	425	–	–	﹤0.01%	201
2015 Q3	$4K	Hold	425	–	–	﹤0.01%	219
2015 Q2	$4K	Hold	425	–	–	﹤0.01%	215
2015 Q1	$5K	Hold	425	–	–	﹤0.01%	226
2014 Q4	$4K	Hold	425	–	–	﹤0.01%	254
2014 Q3	$3K	Hold	425	–	–	﹤0.01%	219
2014 Q2	$3K	Hold	425	–	–	﹤0.01%	221
2014 Q1	$4K	Hold	425	–	–	﹤0.01%	214
2013 Q4	$4K	Hold	425	–	–	﹤0.01%	226
2013 Q3	$4K	Hold	425	–	–	﹤0.01%	224
2013 Q2	$2K	Buy	+425	New	+$2.46K	﹤0.01%	234

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

Financial Management Professionals's WEN Position: Q2 2026 in Review

Financial Management Professionals held its Wendy's (WEN) position steady in Q2 2026 at 425 shares worth $3.52K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Financial Management Professionals first reported a position in WEN in Q2 2013 and has held it in 53 quarters since. The position peaked at $10K in Q4 2022. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

Financial Management Professionals held 425 shares of Wendy's worth $3.52K as of Q2 2026.
Financial Management Professionals left its Wendy's share count unchanged in Q2 2026.
Wendy's made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #725 holding.
Financial Management Professionals first reported a position in Wendy's in Q2 2013 and has held it in 53 quarters since.
Financial Management Professionals's Wendy's position peaked at $10K in Q4 2022.
403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

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