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OneAscent Investment Solutions’s Wendy's WEN Stock Holding History

OneAscent Investment Solutions’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 		$92.7K Buy
+11,184
New +$79.9K 0.09% 141

Other funds holding WEN

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

OneAscent Investment Solutions's WEN Position: Q2 2026 in Review

OneAscent Investment Solutions opened a new position in Wendy's (WEN) in Q2 2026: 11,184 shares worth $92.7K. The stake represents 0.09% of the portfolio and ranks #141 among its holdings.

403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • OneAscent Investment Solutions held 11,184 shares of Wendy's worth $92.7K as of Q2 2026.
  • Wendy's was a new OneAscent Investment Solutions position in Q2 2026.
  • Wendy's made up 0.09% of OneAscent Investment Solutions's portfolio in Q2 2026, its #141 holding.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on OneAscent Investment Solutions's 13F filing for Q2 2026, filed 11 Aug 2026.