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Gilpin Wealth Management’s Wendy's WEN Stock Holding History

Gilpin Wealth Management’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 		$274 Buy
+33
New +$236 ﹤0.01% 848
2026
Q1 		– Sell
-15
Closed -$125 – 1087
2025
Q4 		$125 Buy
+15
New +$129 ﹤0.01% 782

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gilpin Wealth Management's WEN Position: Q2 2026 in Review

Gilpin Wealth Management opened a new position in Wendy's (WEN) in Q2 2026: 33 shares worth $274. The stake represents ﹤0.01% of the portfolio and ranks #848 among its holdings. This is a return to the name: Gilpin Wealth Management previously reported a position in WEN as recently as Q4 2025.

Gilpin Wealth Management first reported a position in WEN in Q4 2025 and has held it in 2 quarters since. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Gilpin Wealth Management held 33 shares of Wendy's worth $274 as of Q2 2026.
  • Wendy's was a new Gilpin Wealth Management position in Q2 2026.
  • Wendy's made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #848 holding.
  • Gilpin Wealth Management first reported a position in Wendy's in Q4 2025 and has held it in 2 quarters since.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.