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Independent Financial Group’s Wendy's WEN Stock Holding History

Independent Financial Group’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 		$86.5K Buy
+10,430
New +$74.6K ﹤0.01% 1523

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Independent Financial Group's WEN Position: Q2 2026 in Review

Independent Financial Group opened a new position in Wendy's (WEN) in Q2 2026: 10,430 shares worth $86.5K. The stake represents ﹤0.01% of the portfolio and ranks #1523 among its holdings.

403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Independent Financial Group held 10,430 shares of Wendy's worth $86.5K as of Q2 2026.
  • Wendy's was a new Independent Financial Group position in Q2 2026.
  • Wendy's made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1523 holding.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.