N.E.W. Advisory Services’s Wendy's WEN Stock Holding History

N.E.W. Advisory 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 Q2	$4.31K	Buy	520 +88	+20%	+$629	﹤0.01%	760
2026 Q1	$3K	Buy	432 +144	+50%	+$1.11K	﹤0.01%	789
2025 Q4	$2.4K	Hold	288	–	–	﹤0.01%	774
2025 Q3	$2.64K	Hold	288	–	–	﹤0.01%	721
2025 Q2	$3.29K	Hold	288	–	–	﹤0.01%	697
2025 Q1	$4.21K	Buy	+288	New	+$4.33K	﹤0.01%	726

Other funds holding WEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SIS

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

CIAM

Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

N.E.W. Advisory Services's WEN Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Wendy's (WEN) stake by 20% in Q2 2026, buying an estimated $629 and bringing the position to 520 shares worth $4.31K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

N.E.W. Advisory Services first reported a position in WEN in Q1 2025 and has held it in 6 quarters since. 228 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

N.E.W. Advisory Services held 520 shares of Wendy's worth $4.31K as of Q2 2026.
N.E.W. Advisory Services bought 88 Wendy's shares in Q2 2026, an estimated $629.
Wendy's made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #760 holding.
N.E.W. Advisory Services first reported a position in Wendy's in Q1 2025 and has held it in 6 quarters since.
228 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.