IFP Advisors’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.85K | Sell |
344
-1,763
| -84% | -$12.6K | ﹤0.01% | 4071 |
|
|
2026
Q1 | $14.6K | Sell |
2,107
-1,773
| -46% | -$13.6K | ﹤0.01% | 2956 |
|
|
2025
Q4 | $32.3K | Sell |
3,880
-884
| -19% | -$7.63K | ﹤0.01% | 2445 |
|
|
2025
Q3 | $43.6K | Sell |
4,764
-2,877
| -38% | -$29.6K | ﹤0.01% | 2147 |
|
|
2025
Q2 | $87.3K | Buy |
7,641
+1,144
| +18% | +$14K | ﹤0.01% | 1713 |
|
|
2025
Q1 | $95.1K | Sell |
6,497
-100
| -2% | -$1.5K | ﹤0.01% | 1557 |
|
|
2024
Q4 | $108K | Buy |
6,597
+2,338
| +55% | +$42.7K | ﹤0.01% | 1437 |
|
|
2024
Q3 | $74.6K | Buy |
4,259
+12
| +0.3% | +$204 | ﹤0.01% | 1542 |
|
|
2024
Q2 | $72K | Sell |
4,247
-77
| -2% | -$1.4K | ﹤0.01% | 1503 |
|
|
2024
Q1 | $81.5K | Buy |
4,324
+213
| +5% | +$4K | ﹤0.01% | 1372 |
|
|
2023
Q4 | $80.1K | Sell |
4,111
-145
| -3% | -$2.79K | ﹤0.01% | 1346 |
|
|
2023
Q3 | $86.9K | Buy |
4,256
+220
| +5% | +$4.59K | ﹤0.01% | 1326 |
|
|
2023
Q2 | $87.8K | Sell |
4,036
-5,239
| -56% | -$117K | ﹤0.01% | 1362 |
|
|
2023
Q1 | $149K | Buy |
9,275
+3,978
| +75% | +$87.4K | 0.01% | 1063 |
|
|
2022
Q4 | $86K | Sell |
5,297
-1,136
| -18% | -$24.3K | ﹤0.01% | 1849 |
|
|
2022
Q3 | $104K | Hold |
6,433
| – | – | ﹤0.01% | 1832 |
|
|
2022
Q2 | $104K | Hold |
6,433
| – | – | ﹤0.01% | 1666 |
|
|
2022
Q1 | $104K | Buy |
6,433
+4,419
| +219% | +$99.6K | ﹤0.01% | 1666 |
|
|
2021
Q4 | $49K | Hold |
2,014
| – | – | ﹤0.01% | 1563 |
|
|
2021
Q3 | $44K | Hold |
2,014
| – | – | ﹤0.01% | 1639 |
|
|
2021
Q2 | $47K | Sell |
2,014
-911
| -31% | -$20.9K | ﹤0.01% | 1557 |
|
|
2021
Q1 | $59K | Sell |
2,925
-2,000
| -41% | -$41.5K | ﹤0.01% | 1393 |
|
|
2020
Q4 | $108K | Hold |
4,925
| – | – | ﹤0.01% | 1097 |
|
|
2020
Q3 | $109K | Sell |
4,925
-113
| -2% | -$2.49K | 0.01% | 956 |
|
|
2020
Q2 | $108K | Buy |
5,038
+3,125
| +163% | +$62.1K | 0.01% | 895 |
|
|
2020
Q1 | $27K | Buy |
1,913
+1,513
| +378% | +$29.8K | ﹤0.01% | 1379 |
|
|
2019
Q4 | $9K | Hold |
400
| – | – | ﹤0.01% | 1977 |
|
|
2019
Q3 | $8K | Buy |
+400
| New | +$7.97K | ﹤0.01% | 2182 |
|
|
2019
Q1 | $0 | Sell |
17
-532
| -97% | -$9.05K | ﹤0.01% | 3463 |
|
|
2018
Q4 | $9K | Sell |
549
-4,524
| -89% | -$77.1K | ﹤0.01% | 2575 |
|
|
2018
Q3 | $87K | Hold |
5,073
| – | – | ﹤0.01% | 1574 |
|
|
2018
Q2 | $87K | Sell |
5,073
-452
| -8% | -$7.69K | ﹤0.01% | 1561 |
|
|
2018
Q1 | $91K | Hold |
5,525
| – | – | ﹤0.01% | 1441 |
|
|
2017
Q4 | $91K | Sell |
5,525
-31,572
| -85% | -$480K | ﹤0.01% | 1453 |
|
|
2017
Q3 | $576K | Sell |
37,097
-3,547
| -9% | -$54.3K | 0.02% | 635 |
|
|
2017
Q2 | $630K | Sell |
40,644
-905
| -2% | -$13.7K | 0.03% | 584 |
|
|
2017
Q1 | $565K | Buy |
41,549
+4,852
| +13% | +$66.2K | 0.02% | 622 |
|
|
2016
Q4 | $496K | Buy |
36,697
+24,805
| +209% | +$299K | 0.02% | 620 |
|
|
2016
Q3 | $128K | Sell |
11,892
-641
| -5% | -$6.46K | 0.01% | 1231 |
|
|
2016
Q2 | $121K | Buy |
12,533
+12,516
| +73,624% | +$131K | 0.01% | 1229 |
|
|
2016
Q1 | $0 | Sell |
17
-12,592
| -100% | -$125K | ﹤0.01% | 3456 |
|
|
2015
Q4 | $136K | Buy |
+12,609
| New | +$124K | 0.01% | 1013 |
|
Other funds holding WEN
TFM
FFH
IFP Advisors's WEN Position: Q2 2026 in Review
IFP Advisors reduced its Wendy's (WEN) stake by 84% in Q2 2026, selling an estimated $12.6K and leaving 344 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #4071.
IFP Advisors first reported a position in WEN in Q4 2015 and has held it in 42 quarters since. The position peaked at $630K in Q2 2017. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.
- IFP Advisors held 344 shares of Wendy's worth $2.85K as of Q2 2026.
- IFP Advisors sold 1,763 Wendy's shares in Q2 2026, an estimated $12.6K.
- Wendy's made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4071 holding.
- IFP Advisors first reported a position in Wendy's in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's Wendy's position peaked at $630K in Q2 2017.
- 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.