JFS Wealth Advisors’s Wendy's WEN Stock Holding History

JFS Wealth Advisors’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	$282	Buy	+34	New	+$243	﹤0.01%	2073
2026 Q1	–	Sell	-33	Closed	-$275	–	1954
2025 Q4	$275	Buy	33 +31	+1,550%	+$267	﹤0.01%	1852
2025 Q3	$19	Sell	2 -32	-94%	-$329	﹤0.01%	1891
2025 Q2	$389	Buy	34 +11	+48%	+$134	﹤0.01%	1735
2025 Q1	$337	Sell	23 -86	-79%	-$1.29K	﹤0.01%	1805
2024 Q4	$1.78K	Buy	109 +5	+5%	+$91	﹤0.01%	1522
2024 Q3	$1.82K	Sell	104 -3	-3%	-$51	﹤0.01%	1527
2024 Q2	$1.81K	Hold	107	–	–	﹤0.01%	1466
2024 Q1	$2.02K	Sell	107 -33	-24%	-$620	﹤0.01%	1435
2023 Q4	$2.73K	Buy	140 +32	+30%	+$616	﹤0.01%	1303
2023 Q3	$2.21K	Sell	108 -9	-8%	-$188	﹤0.01%	1322
2023 Q2	$2.54K	Buy	117 +9	+8%	+$201	﹤0.01%	1292
2023 Q1	$2.35K	Sell	108 -11	-9%	-$242	﹤0.01%	1293
2022 Q4	$2.69K	Buy	119 +6	+5%	+$128	﹤0.01%	1251
2022 Q3	$2K	Sell	113 -66	-37%	-$1.33K	﹤0.01%	1426
2022 Q2	$3K	Buy	179 +68	+61%	+$1.29K	﹤0.01%	1252
2022 Q1	$2K	Buy	111 +68	+158%	+$1.53K	﹤0.01%	1521
2021 Q4	$1K	Buy	+43	New	+$956	﹤0.01%	1612
2018 Q1	–	Sell	-425	Closed	-$7K	–	574
2017 Q4	$7K	Buy	+425	New	+$6.46K	﹤0.01%	404
2017 Q3	–	Sell	-759	Closed	-$12K	–	461
2017 Q2	$12K	Buy	759 +7	+0.9%	+$106	﹤0.01%	337
2017 Q1	$10K	Hold	752	–	–	﹤0.01%	357
2016 Q4	$10K	Buy	752 +4	+0.5%	+$48	﹤0.01%	357
2016 Q3	$8K	Buy	748 +4	+0.5%	+$40	﹤0.01%	401
2016 Q2	$7K	Buy	744 +5	+0.7%	+$52	﹤0.01%	418
2016 Q1	$8K	Buy	739 +4	+0.5%	+$40	﹤0.01%	424
2015 Q4	$8K	Buy	735 +4	+0.5%	+$39	﹤0.01%	421
2015 Q3	$6K	Buy	731 +4	+0.6%	+$39	﹤0.01%	383
2015 Q2	$8K	Buy	727 +4	+0.6%	+$44	﹤0.01%	382
2015 Q1	$8K	Buy	723 +4	+0.6%	+$43	﹤0.01%	382
2014 Q4	$6K	Buy	719 +4	+0.6%	+$34	﹤0.01%	426
2014 Q3	$6K	Buy	715 +203	+40%	+$1.66K	﹤0.01%	374
2014 Q2	$4K	Buy	+512	New	+$4.31K	﹤0.01%	395

Other funds holding WEN

SIS

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

AIFS

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SCM

Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return

JFS Wealth Advisors's WEN Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Wendy's (WEN) in Q2 2026: 34 shares worth $282. The stake represents ﹤0.01% of the portfolio and ranks #2073 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in WEN as recently as Q4 2025.

JFS Wealth Advisors first reported a position in WEN in Q2 2014 and has held it in 32 quarters since. The position peaked at $12K in Q2 2017. 59 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

JFS Wealth Advisors held 34 shares of Wendy's worth $282 as of Q2 2026.
Wendy's was a new JFS Wealth Advisors position in Q2 2026.
Wendy's made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2073 holding.
JFS Wealth Advisors first reported a position in Wendy's in Q2 2014 and has held it in 32 quarters since.
JFS Wealth Advisors's Wendy's position peaked at $12K in Q2 2017.
59 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.