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Mount Yale Investment Advisors’s Wendy's WEN Stock Holding History

Mount Yale Investment Advisors’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
2025
Q3 		– Sell
-2,167
Closed -$24.7K – 1601
2025
Q2 		$24.7K Buy
+2,167
New +$26.4K ﹤0.01% 1000

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mount Yale Investment Advisors's WEN Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Wendy's (WEN) in Q3 2025, closing a stake of 2,167 shares — an estimated $24.7K sold.

Mount Yale Investment Advisors first reported a position in WEN in Q2 2025 and held it in 1 quarter. The position peaked at $24.7K in Q2 2025. 402 funds tracked by Wall St. Rank hold WEN as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Wendy's position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,167 Wendy's shares in Q3 2025, an estimated $24.7K.
  • Mount Yale Investment Advisors first reported a position in Wendy's in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Wendy's position peaked at $24.7K in Q2 2025.
  • 402 funds tracked by Wall St. Rank held Wendy's as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.