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Investors Research Corp’s Wendy's WEN Stock Holding History

Investors Research Corp’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
Q3 		$19.1K Hold
3,000
– – ﹤0.01% 479
2026
Q2 		$24.9K Hold
3,000
– – ﹤0.01% 453
2026
Q1 		$20.9K Hold
3,000
– – ﹤0.01% 473
2025
Q4 		$25K Hold
3,000
– – ﹤0.01% 517
2025
Q3 		$27.5K Buy
+3,000
New +$30.8K 0.01% 506

Other funds holding WEN

AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Investors Research Corp's WEN Position: Q3 2026 in Review

Investors Research Corp held its Wendy's (WEN) position steady in Q3 2026 at 3,000 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Investors Research Corp first reported a position in WEN in Q3 2025 and has held it in 5 quarters since. The position peaked at $27.5K in Q3 2025. 17 funds tracked by Wall St. Rank hold WEN as of Q3 2026.

  • Investors Research Corp held 3,000 shares of Wendy's worth $19.1K as of Q3 2026.
  • Investors Research Corp left its Wendy's share count unchanged in Q3 2026.
  • Wendy's made up ﹤0.01% of Investors Research Corp's portfolio in Q3 2026, its #479 holding.
  • Investors Research Corp first reported a position in Wendy's in Q3 2025 and has held it in 5 quarters since.
  • Investors Research Corp's Wendy's position peaked at $27.5K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Wendy's as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.