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MassMutual Private Wealth & Trust’s Wendy's WEN Stock Holding History

MassMutual Private Wealth & Trust’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 		$34.9K Sell
4,213
-1,590
-27% -$11.4K ﹤0.01% 914
2026
Q1 		$40.3K Buy
5,803
+2,240
+63% +$17.2K ﹤0.01% 834
2025
Q4 		$29.7K Buy
3,563
+306
+9% +$2.64K ﹤0.01% 964
2025
Q3 		$29.8K Buy
3,257
+2,189
+205% +$22.5K ﹤0.01% 965
2025
Q2 		$12.2K Sell
1,068
-2
-0.2% -$24 ﹤0.01% 1278
2025
Q1 		$15.7K Buy
1,070
+715
+201% +$10.8K ﹤0.01% 1128
2024
Q4 		$5.79K Hold
355
– – ﹤0.01% 1474
2024
Q3 		$6.22K Sell
355
-14
-4% -$238 ﹤0.01% 1294
2024
Q2 		$6.26K Sell
369
-97
-21% -$1.76K ﹤0.01% 1247
2024
Q1 		$8.78K Buy
466
+129
+38% +$2.42K ﹤0.01% 1082
2023
Q4 		$6.57K Buy
337
+159
+89% +$3.06K ﹤0.01% 1159
2023
Q3 		$3.63K Sell
178
-16
-8% -$334 ﹤0.01% 1346
2023
Q2 		$4.22K Buy
194
+161
+488% +$3.59K ﹤0.01% 1262
2023
Q1 		$719 Hold
33
– – ﹤0.01% 1620
2022
Q4 		$1K Hold
33
– – ﹤0.01% 1579
2022
Q3 		$1K Hold
33
– – ﹤0.01% 1563
2022
Q2 		$1K Hold
33
– – ﹤0.01% 1443
2022
Q1 		$1K Buy
+33
New +$744 ﹤0.01% 1454
2015
Q2 		– Sell
-600
Closed -$6.54K – 824
2015
Q1 		$6.54K Sell
600
-675
-53% -$7.22K ﹤0.01% 558
2014
Q4 		$11.5K Buy
+1,275
New +$10.8K ﹤0.01% 397

Other funds holding WEN

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
AB
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

MassMutual Private Wealth & Trust's WEN Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Wendy's (WEN) stake by 27% in Q2 2026, selling an estimated $11.4K and leaving 4,213 shares worth $34.9K. The position accounts for ﹤0.01% of the portfolio, ranked #914.

MassMutual Private Wealth & Trust first reported a position in WEN in Q4 2014 and has held it in 20 quarters since. The position peaked at $40.3K in Q1 2026. 61 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • MassMutual Private Wealth & Trust held 4,213 shares of Wendy's worth $34.9K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 1,590 Wendy's shares in Q2 2026, an estimated $11.4K.
  • Wendy's made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #914 holding.
  • MassMutual Private Wealth & Trust first reported a position in Wendy's in Q4 2014 and has held it in 20 quarters since.
  • MassMutual Private Wealth & Trust's Wendy's position peaked at $40.3K in Q1 2026.
  • 61 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.