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Rialto Wealth Management’s Wendy's WEN Stock Holding History

Rialto Wealth 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 		$622 Buy
75
+3
+4% +$21 ﹤0.01% 1567
2026
Q1 		$501 Buy
72
+15
+26% +$115 ﹤0.01% 1384
2025
Q4 		$475 Buy
+57
New +$492 ﹤0.01% 1308
2025
Q3 		– Sell
-3
Closed -$35 – 1794
2025
Q2 		$35 Buy
+3
New +$37 ﹤0.01% 1662

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

Rialto Wealth Management's WEN Position: Q2 2026 in Review

Rialto Wealth Management increased its Wendy's (WEN) stake by 4.2% in Q2 2026, buying an estimated $21 and bringing the position to 75 shares worth $622. The position accounts for ﹤0.01% of the portfolio, ranked #1567.

Rialto Wealth Management first reported a position in WEN in Q2 2025 and has held it in 4 quarters since. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Rialto Wealth Management held 75 shares of Wendy's worth $622 as of Q2 2026.
  • Rialto Wealth Management bought 3 Wendy's shares in Q2 2026, an estimated $21.
  • Wendy's made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1567 holding.
  • Rialto Wealth Management first reported a position in Wendy's in Q2 2025 and has held it in 4 quarters since.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.