Independent Advisor Alliance’s Wendy's WEN Stock Holding History

Independent Advisor Alliance’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 Q1	–	Sell	-10,039	Closed	-$83.6K	–	1670
2025 Q4	$83.6K	Buy	+10,039	New	+$86.6K	﹤0.01%	972
2025 Q2	–	Sell	-11,019	Closed	-$161K	–	935
2025 Q1	$161K	Sell	11,019 -19	-0.2%	-$286	0.01%	775
2024 Q4	$180K	Buy	11,038 +123	+1%	+$2.25K	﹤0.01%	1301
2024 Q3	$191K	Sell	10,915 -1	-0%	-$17	0.01%	667
2024 Q2	$185K	Buy	+10,916	New	+$198K	0.01%	667

Other funds holding WEN

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Independent Advisor Alliance's WEN Position: Q1 2026 in Review

Independent Advisor Alliance sold out of Wendy's (WEN) in Q1 2026, closing a stake of 10,039 shares — an estimated $83.6K sold.

Independent Advisor Alliance first reported a position in WEN in Q2 2024 and held it in 5 quarters. The position peaked at $191K in Q3 2024. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

Independent Advisor Alliance reported no remaining Wendy's position as of Q1 2026 after selling out during the quarter.
Independent Advisor Alliance sold 10,039 Wendy's shares in Q1 2026, an estimated $83.6K.
Independent Advisor Alliance first reported a position in Wendy's in Q2 2024 and held it in 5 quarters.
Independent Advisor Alliance's Wendy's position peaked at $191K in Q3 2024.
407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.