GoalVest Advisory’s Wendy's WEN Stock Holding History

GoalVest Advisory’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	$4.36K	Buy	+683	New	+$5.27K	﹤0.01%	582
2025 Q4	–	Sell	-365	Closed	-$3.34K	–	555
2025 Q3	$3.34K	Hold	365	–	–	﹤0.01%	379
2025 Q2	$4.17K	Buy	+365	New	+$4.45K	﹤0.01%	330
2024 Q2	–	Sell	-340	Closed	-$6.41K	–	412
2024 Q1	$6.41K	Buy	+340	New	+$6.39K	﹤0.01%	333

Other funds holding WEN

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

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 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

GoalVest Advisory's WEN Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Wendy's (WEN) in Q3 2026: 683 shares worth $4.36K. The stake represents ﹤0.01% of the portfolio and ranks #582 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in WEN as recently as Q3 2025.

GoalVest Advisory first reported a position in WEN in Q1 2024 and has held it in 4 quarters since. The position peaked at $6.41K in Q1 2024. 17 funds tracked by Wall St. Rank hold WEN as of Q3 2026.

GoalVest Advisory held 683 shares of Wendy's worth $4.36K as of Q3 2026.
Wendy's was a new GoalVest Advisory position in Q3 2026.
Wendy's made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #582 holding.
GoalVest Advisory first reported a position in Wendy's in Q1 2024 and has held it in 4 quarters since.
GoalVest Advisory's Wendy's position peaked at $6.41K in Q1 2024.
17 funds tracked by Wall St. Rank held Wendy's as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.