LPL Financial’s Wendy's WEN Stock Holding History

LPL Financial’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	$580K	Buy	+70,000	New	+$500K	﹤0.01%	4898

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

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

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LPL Financial's WEN Position: Q2 2026 in Review

LPL Financial reduced its Wendy's (WEN) stake by 39% in Q2 2026, selling an estimated $671K and leaving 145,191 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #4262.

LPL Financial first reported a position in WEN in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.06M in Q4 2023. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

LPL Financial held 145,191 shares of Wendy's worth $1.2M as of Q2 2026.
LPL Financial sold 93,827 Wendy's shares in Q2 2026, an estimated $671K.
Wendy's made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4262 holding.
LPL Financial first reported a position in Wendy's in Q2 2013 and has held it in 53 quarters since.
LPL Financial's Wendy's position peaked at $3.06M in Q4 2023.
403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.