Merit Financial Group’s Wendy's WEN Stock Holding History

Merit Financial 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 Q2	–	Sell	-23,761	Closed	-$165K	–	2453
2026 Q1	$165K	Sell	23,761 -27,015	-53%	-$208K	﹤0.01%	1968
2025 Q4	$423K	Buy	50,776 +12,646	+33%	+$109K	﹤0.01%	1388
2025 Q3	$349K	Buy	38,130 +311	+0.8%	+$3.19K	﹤0.01%	1356
2025 Q2	$432K	Sell	37,819 -38,416	-50%	-$469K	﹤0.01%	1166
2025 Q1	$1.12M	Buy	76,235 +47,795	+168%	+$719K	0.02%	622
2024 Q4	$464K	Buy	+28,440	New	+$519K	0.01%	750
2024 Q3	–	Sell	-14,647	Closed	-$248K	–	971
2024 Q2	$248K	Buy	+14,647	New	+$266K	0.01%	781

Other funds holding WEN

SIS

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

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 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

Merit Financial Group's WEN Position: Q2 2026 in Review

Merit Financial Group sold out of Wendy's (WEN) in Q2 2026, closing a stake of 23,761 shares — an estimated $165K sold.

Merit Financial Group first reported a position in WEN in Q2 2024 and held it in 7 quarters. The position peaked at $1.12M in Q1 2025. 61 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

Merit Financial Group reported no remaining Wendy's position as of Q2 2026 after selling out during the quarter.
Merit Financial Group sold 23,761 Wendy's shares in Q2 2026, an estimated $165K.
Merit Financial Group first reported a position in Wendy's in Q2 2024 and held it in 7 quarters.
Merit Financial Group's Wendy's position peaked at $1.12M in Q1 2025.
61 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.