GI
WEN icon

GAMMA Investing’s Wendy's WEN Stock Holding History

GAMMA Investing’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 		$50.7K Sell
7,947
-942
-11% -$7.26K ﹤0.01% 2358
2026
Q2 		$73.7K Sell
8,889
-4,788
-35% -$34.2K ﹤0.01% 2041
2026
Q1 		$95.1K Buy
13,677
+3,130
+30% +$24.1K ﹤0.01% 1713
2025
Q4 		$87.9K Buy
10,547
+9,984
+1,773% +$86.2K ﹤0.01% 1677
2025
Q3 		$5.16K Sell
563
-981
-64% -$10.1K ﹤0.01% 3169
2025
Q2 		$17.6K Sell
1,544
-2,722
-64% -$33.2K ﹤0.01% 2523
2025
Q1 		$62.4K Buy
4,266
+2,033
+91% +$30.6K ﹤0.01% 1632
2024
Q4 		$36.4K Buy
2,233
+1,400
+168% +$25.6K ﹤0.01% 1913
2024
Q3 		$14.6K Buy
833
+150
+22% +$2.55K ﹤0.01% 2282
2024
Q2 		$11.6K Buy
683
+406
+147% +$7.38K ﹤0.01% 2170
2024
Q1 		$5.22K Sell
277
-4
-1% -$75 ﹤0.01% 2394
2023
Q4 		$5.37K Buy
+281
New +$5.41K ﹤0.01% 2207

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

GAMMA Investing's WEN Position: Q3 2026 in Review

GAMMA Investing reduced its Wendy's (WEN) stake by 11% in Q3 2026, selling an estimated $7.26K and leaving 7,947 shares worth $50.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2358.

GAMMA Investing first reported a position in WEN in Q4 2023 and has held it in 12 quarters since. The position peaked at $95.1K in Q1 2026. 17 funds tracked by Wall St. Rank hold WEN as of Q3 2026.

  • GAMMA Investing held 7,947 shares of Wendy's worth $50.7K as of Q3 2026.
  • GAMMA Investing sold 942 Wendy's shares in Q3 2026, an estimated $7.26K.
  • Wendy's made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2358 holding.
  • GAMMA Investing first reported a position in Wendy's in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Wendy's position peaked at $95.1K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Wendy's as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.