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Hughes Financial Services’s Wendy's WEN Stock Holding History

Hughes Financial Services’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 		$8 Hold
1
– – ﹤0.01% 1822
2026
Q1 		$7 Hold
1
– – ﹤0.01% 1706
2025
Q4 		$8 Sell
1
-178
-99% -$1.54K ﹤0.01% 1266
2025
Q3 		$1.53K Buy
+179
New +$1.84K ﹤0.01% 616

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

Hughes Financial Services's WEN Position: Q2 2026 in Review

Hughes Financial Services held its Wendy's (WEN) position steady in Q2 2026 at 1 share worth $8. The position accounts for ﹤0.01% of the portfolio, ranked #1822.

Hughes Financial Services first reported a position in WEN in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.53K in Q3 2025. 59 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Hughes Financial Services held 1 share of Wendy's worth $8 as of Q2 2026.
  • Hughes Financial Services left its Wendy's share count unchanged in Q2 2026.
  • Wendy's made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #1822 holding.
  • Hughes Financial Services first reported a position in Wendy's in Q3 2025 and has held it in 4 quarters since.
  • Hughes Financial Services's Wendy's position peaked at $1.53K in Q3 2025.
  • 59 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.