Physician Wealth Advisors’s Wendy's WEN Stock Holding History

Physician Wealth 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
2026 Q2	$317	Sell	38 -55	-59%	-$393	﹤0.01%	2291
2026 Q1	$648	Sell	93 -106	-53%	-$816	﹤0.01%	1829
2025 Q4	$1.66K	Buy	199 +68	+52%	+$587	﹤0.01%	1372
2025 Q3	$1.2K	Buy	131 +93	+245%	+$955	﹤0.01%	1469
2025 Q2	$436	Hold	38	–	–	﹤0.01%	1747
2025 Q1	$559	Hold	38	–	–	﹤0.01%	1356
2024 Q4	$623	Buy	+38	New	+$694	﹤0.01%	1080

Other funds holding WEN

SIS

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

AIFS

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SCM

Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return

Physician Wealth Advisors's WEN Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Wendy's (WEN) stake by 59% in Q2 2026, selling an estimated $393 and leaving 38 shares worth $317. The position accounts for ﹤0.01% of the portfolio, ranked #2291.

Physician Wealth Advisors first reported a position in WEN in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.66K in Q4 2025. 59 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

Physician Wealth Advisors held 38 shares of Wendy's worth $317 as of Q2 2026.
Physician Wealth Advisors sold 55 Wendy's shares in Q2 2026, an estimated $393.
Wendy's made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2291 holding.
Physician Wealth Advisors first reported a position in Wendy's in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Wendy's position peaked at $1.66K in Q4 2025.
59 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.