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

FSM 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	$136K	Sell	16,398 -236	-1%	-$1.69K	0.01%	348
2026 Q1	$116K	Buy	16,634 +81	+0.5%	+$623	0.01%	315
2025 Q4	$138K	Buy	16,553 +1,111	+7%	+$9.59K	0.02%	303
2025 Q3	$141K	Sell	15,442 -75	-0.5%	-$770	0.02%	318
2025 Q2	$175K	Sell	15,517 -690	-4%	-$8.42K	0.03%	284
2025 Q1	$237K	Buy	16,207 +842	+5%	+$12.7K	0.05%	185
2024 Q4	$228K	Buy	15,365 +58	+0.4%	+$1.06K	0.06%	170
2024 Q3	$268K	Sell	15,307 -23	-0.2%	-$392	0.07%	143
2024 Q2	$260K	Buy	15,330 +30	+0.2%	+$545	0.09%	126
2024 Q1	$288K	Hold	15,300	–	–	0.1%	125
2023 Q4	$298K	Hold	15,300	–	–	0.13%	115
2023 Q3	$312K	Hold	15,300	–	–	0.16%	106
2023 Q2	$327K	Hold	15,300	–	–	0.16%	110
2023 Q1	$333K	Hold	15,300	–	–	0.19%	102
2022 Q4	$346K	Hold	15,300	–	–	0.25%	93
2022 Q3	$286K	Buy	+15,300	New	+$308K	0.24%	104

Other funds holding WEN

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

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

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

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

FSM Wealth Advisors reduced its Wendy's (WEN) stake by 1.4% in Q2 2026, selling an estimated $1.69K and leaving 16,398 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #348.

FSM Wealth Advisors first reported a position in WEN in Q3 2022 and has held it in 16 quarters since. The position peaked at $346K in Q4 2022. 59 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

FSM Wealth Advisors held 16,398 shares of Wendy's worth $136K as of Q2 2026.
FSM Wealth Advisors sold 236 Wendy's shares in Q2 2026, an estimated $1.69K.
Wendy's made up 0.01% of FSM Wealth Advisors's portfolio in Q2 2026, its #348 holding.
FSM Wealth Advisors first reported a position in Wendy's in Q3 2022 and has held it in 16 quarters since.
FSM Wealth Advisors's Wendy's position peaked at $346K in Q4 2022.
59 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.