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Philip James Wealth Mangement’s Wendy's WEN Stock Holding History

Philip James Wealth Mangement’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 		$84.6K Buy
+10,210
New +$73K 0.01% 150

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Philip James Wealth Mangement's WEN Position: Q2 2026 in Review

Philip James Wealth Mangement opened a new position in Wendy's (WEN) in Q2 2026: 10,210 shares worth $84.6K. The stake represents 0.01% of the portfolio and ranks #150 among its holdings.

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

  • Philip James Wealth Mangement held 10,210 shares of Wendy's worth $84.6K as of Q2 2026.
  • Wendy's was a new Philip James Wealth Mangement position in Q2 2026.
  • Wendy's made up 0.01% of Philip James Wealth Mangement's portfolio in Q2 2026, its #150 holding.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.