Plante Moran Financial Advisors’s Wendy's WEN Stock Holding History

Plante Moran Financial 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	$522	Buy	+63	New	+$450	﹤0.01%	1105
2021 Q4	–	Sell	-4,501	Closed	-$98K	–	1113
2021 Q3	$98K	Hold	4,501	–	–	0.02%	276
2021 Q2	$105K	Sell	4,501 -440	-9%	-$10.1K	0.03%	241
2021 Q1	$100K	Hold	4,941	–	–	0.03%	244
2020 Q4	$108K	Sell	4,941 -2,275	-32%	-$51.8K	0.03%	239
2020 Q3	$161K	Hold	7,216	–	–	0.06%	182
2020 Q2	$157K	Sell	7,216 -725	-9%	-$14.4K	0.06%	155
2020 Q1	$118K	Hold	7,941	–	–	0.05%	173
2019 Q4	$176K	Buy	7,941 +5,666	+249%	+$120K	0.06%	169
2019 Q3	$45K	Hold	2,275	–	–	0.01%	361
2019 Q2	$45K	Hold	2,275	–	–	0.01%	361
2019 Q1	$41K	Hold	2,275	–	–	0.01%	376
2018 Q4	$36K	Hold	2,275	–	–	0.01%	354
2018 Q3	$39K	Hold	2,275	–	–	0.01%	348
2018 Q2	$39K	Hold	2,275	–	–	0.02%	384
2018 Q1	$40K	Hold	2,275	–	–	0.02%	392
2017 Q4	$37K	Hold	2,275	–	–	0.02%	404
2017 Q3	$35K	Hold	2,275	–	–	0.02%	383
2017 Q2	$35K	Hold	2,275	–	–	0.02%	378
2017 Q1	$31K	Hold	2,275	–	–	0.02%	400
2016 Q4	$31K	Hold	2,275	–	–	0.02%	410
2016 Q3	$25K	Buy	2,275 +1,275	+128%	+$12.9K	0.02%	448
2016 Q2	$10K	Hold	1,000	–	–	0.01%	534
2016 Q1	$11K	Hold	1,000	–	–	0.01%	479
2015 Q4	$11K	Hold	1,000	–	–	0.01%	567
2015 Q3	$9K	Hold	1,000	–	–	0.01%	503
2015 Q2	$11K	Hold	1,000	–	–	0.01%	517
2015 Q1	$11K	Hold	1,000	–	–	0.01%	507
2014 Q4	$9K	Buy	+1,000	New	+$8.44K	0.01%	566

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

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

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Plante Moran Financial Advisors's WEN Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Wendy's (WEN) in Q2 2026: 63 shares worth $522. The stake represents ﹤0.01% of the portfolio and ranks #1105 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in WEN as recently as Q3 2021.

Plante Moran Financial Advisors first reported a position in WEN in Q4 2014 and has held it in 29 quarters since. The position peaked at $176K in Q4 2019. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

Plante Moran Financial Advisors held 63 shares of Wendy's worth $522 as of Q2 2026.
Wendy's was a new Plante Moran Financial Advisors position in Q2 2026.
Wendy's made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1105 holding.
Plante Moran Financial Advisors first reported a position in Wendy's in Q4 2014 and has held it in 29 quarters since.
Plante Moran Financial Advisors's Wendy's position peaked at $176K in Q4 2019.
403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.