Princeton Global Asset Management’s Wendy's WEN Stock Holding History

Princeton Global Asset Management’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	$2.36K	Hold	285	–	–	﹤0.01%	728
2026 Q1	$1.98K	Hold	285	–	–	﹤0.01%	759
2025 Q4	$2.37K	Hold	285	–	–	﹤0.01%	749
2025 Q3	$2.61K	Hold	285	–	–	﹤0.01%	681
2025 Q2	$3.25K	Hold	285	–	–	﹤0.01%	649
2025 Q1	$4.17K	Hold	285	–	–	﹤0.01%	510
2024 Q4	$4.65K	Hold	285	–	–	﹤0.01%	546
2024 Q3	$4.99K	Hold	285	–	–	﹤0.01%	547
2024 Q2	$4.83K	Hold	285	–	–	﹤0.01%	533
2024 Q1	$5.37K	Sell	285 -315	-53%	-$5.92K	﹤0.01%	485
2023 Q4	$11.7K	Sell	600 -200	-25%	-$3.85K	﹤0.01%	423
2023 Q3	$16.3K	Hold	800	–	–	﹤0.01%	353
2023 Q2	$17.4K	Hold	800	–	–	0.01%	355
2023 Q1	$17.4K	Sell	800 -154	-16%	-$3.38K	0.01%	358
2022 Q4	$22K	Hold	954	–	–	0.01%	324
2022 Q3	$18K	Hold	954	–	–	0.01%	335
2022 Q2	$18K	Hold	954	–	–	0.01%	344
2022 Q1	$21K	Hold	954	–	–	0.01%	363
2021 Q4	$23K	Buy	954 +454	+91%	+$10.1K	0.01%	326
2021 Q3	$11K	Hold	500	–	–	﹤0.01%	396
2021 Q2	$12K	Buy	+500	New	+$11.5K	﹤0.01%	396

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

Princeton Global Asset Management's WEN Position: Q2 2026 in Review

Princeton Global Asset Management held its Wendy's (WEN) position steady in Q2 2026 at 285 shares worth $2.36K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Princeton Global Asset Management first reported a position in WEN in Q2 2021 and has held it in 21 quarters since. The position peaked at $23K in Q4 2021. 59 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

Princeton Global Asset Management held 285 shares of Wendy's worth $2.36K as of Q2 2026.
Princeton Global Asset Management left its Wendy's share count unchanged in Q2 2026.
Wendy's made up ﹤0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #728 holding.
Princeton Global Asset Management first reported a position in Wendy's in Q2 2021 and has held it in 21 quarters since.
Princeton Global Asset Management's Wendy's position peaked at $23K in Q4 2021.
59 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.