Miller Financial Services’s Wendy's WEN Stock Holding History

Miller Financial Services’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 Q1	–	Sell	-10,907	Closed	-$90.9K	–	132
2025 Q4	$90.9K	Sell	10,907 -2,000	-15%	-$17.3K	0.11%	110
2025 Q3	$118K	Sell	12,907 -2,550	-16%	-$26.2K	0.14%	110
2025 Q2	$177K	Buy	15,457 +1,401	+10%	+$17.1K	0.23%	99
2025 Q1	$206K	Hold	14,056	–	–	0.3%	84
2024 Q4	$229K	Buy	+14,056	New	+$257K	0.19%	111

Other funds holding WEN

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Miller Financial Services's WEN Position: Q1 2026 in Review

Miller Financial Services sold out of Wendy's (WEN) in Q1 2026, closing a stake of 10,907 shares — an estimated $90.9K sold.

Miller Financial Services first reported a position in WEN in Q4 2024 and held it in 5 quarters. The position peaked at $229K in Q4 2024. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

Miller Financial Services reported no remaining Wendy's position as of Q1 2026 after selling out during the quarter.
Miller Financial Services sold 10,907 Wendy's shares in Q1 2026, an estimated $90.9K.
Miller Financial Services first reported a position in Wendy's in Q4 2024 and held it in 5 quarters.
Miller Financial Services's Wendy's position peaked at $229K in Q4 2024.
407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Miller Financial Services's 13F filing for Q1 2026, filed 4 May 2026.