Institute for Wealth Management’s Wendy's WEN Stock Holding History

Institute for Wealth Management’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	$5.89K	Buy	+710	New	+$5.08K	﹤0.01%	1429

Other funds holding WEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

CIAM

Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Institute for Wealth Management's WEN Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Wendy's (WEN) in Q2 2026: 710 shares worth $5.89K. The stake represents ﹤0.01% of the portfolio and ranks #1429 among its holdings.

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

Institute for Wealth Management held 710 shares of Wendy's worth $5.89K as of Q2 2026.
Wendy's was a new Institute for Wealth Management position in Q2 2026.
Wendy's made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1429 holding.
205 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.