Mather Group
WEN icon

Mather Group’s Wendy's WEN Stock Holding History

Mather Group’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 		$14.4K Hold
2,263
– – ﹤0.01% 1530
2026
Q2 		$18.8K Hold
2,263
– – ﹤0.01% 1344
2026
Q1 		$15.7K Buy
+2,263
New +$17.4K ﹤0.01% 1342
2025
Q4 		– Sell
-2,263
Closed -$20.7K – 1642
2025
Q3 		$20.7K Buy
+2,263
New +$23.2K ﹤0.01% 1112
2025
Q2 		– Sell
-2,263
Closed -$33.1K – 1711
2025
Q1 		$33.1K Hold
2,263
– – ﹤0.01% 971
2024
Q4 		$36.9K Hold
2,263
– – ﹤0.01% 933
2024
Q3 		$39.6K Sell
2,263
-100
-4% -$1.7K ﹤0.01% 923
2024
Q2 		$44.5K Buy
2,363
+100
+4% +$1.82K ﹤0.01% 1031
2024
Q1 		$44.1K Buy
+2,263
New +$42.5K ﹤0.01% 897

Other funds holding WEN

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Vista Investment Partners
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

Mather Group's WEN Position: Q3 2026 in Review

Mather Group held its Wendy's (WEN) position steady in Q3 2026 at 2,263 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1530.

Mather Group first reported a position in WEN in Q1 2024 and has held it in 9 quarters since. The position peaked at $44.5K in Q2 2024. 72 funds tracked by Wall St. Rank hold WEN as of Q3 2026.

  • Mather Group held 2,263 shares of Wendy's worth $14.4K as of Q3 2026.
  • Mather Group left its Wendy's share count unchanged in Q3 2026.
  • Wendy's made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1530 holding.
  • Mather Group first reported a position in Wendy's in Q1 2024 and has held it in 9 quarters since.
  • Mather Group's Wendy's position peaked at $44.5K in Q2 2024.
  • 72 funds tracked by Wall St. Rank held Wendy's as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.