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Root Financial Partners’s Wendy's WEN Stock Holding History

Root Financial Partners’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 		– Sell
-961
Closed -$6.68K – 3158
2026
Q1 		$6.68K Buy
961
+915
+1,989% +$7.04K ﹤0.01% 1834
2025
Q4 		$383 Sell
46
-37
-45% -$319 ﹤0.01% 2241
2025
Q3 		$760 Buy
+83
New +$853 ﹤0.01% 2100

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FFH
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Vanguard Capital Management
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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

Root Financial Partners's WEN Position: Q2 2026 in Review

Root Financial Partners sold out of Wendy's (WEN) in Q2 2026, closing a stake of 961 shares — an estimated $6.68K sold.

Root Financial Partners first reported a position in WEN in Q3 2025 and held it in 3 quarters. The position peaked at $6.68K in Q1 2026. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Root Financial Partners reported no remaining Wendy's position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 961 Wendy's shares in Q2 2026, an estimated $6.68K.
  • Root Financial Partners first reported a position in Wendy's in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Wendy's position peaked at $6.68K in Q1 2026.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.