HWP
WEN icon

Highline Wealth Partners’s Wendy's WEN Stock Holding History

Highline Wealth Partners’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 		– Sell
-86
Closed -$598 – 1498
2026
Q1 		$598 Buy
+86
New +$662 ﹤0.01% 1202

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
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
AB
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

Highline Wealth Partners's WEN Position: Q2 2026 in Review

Highline Wealth Partners sold out of Wendy's (WEN) in Q2 2026, closing a stake of 86 shares — an estimated $598 sold.

Highline Wealth Partners first reported a position in WEN in Q1 2026 and held it in 1 quarter. The position peaked at $598 in Q1 2026. 59 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Highline Wealth Partners reported no remaining Wendy's position as of Q2 2026 after selling out during the quarter.
  • Highline Wealth Partners sold 86 Wendy's shares in Q2 2026, an estimated $598.
  • Highline Wealth Partners first reported a position in Wendy's in Q1 2026 and held it in 1 quarter.
  • Highline Wealth Partners's Wendy's position peaked at $598 in Q1 2026.
  • 59 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

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