Sachetta’s Wendy's WEN Stock Holding History

Sachetta’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	$7.37K	Buy	889 +62	+7%	+$443	﹤0.01%	532
2026 Q1	$5.75K	Buy	827 +575	+228%	+$4.42K	﹤0.01%	614
2025 Q4	$2.1K	Buy	+252	New	+$2.17K	﹤0.01%	764
2025 Q3	–	Sell	-113	Closed	-$1.29K	–	1138
2025 Q2	$1.29K	Buy	+113	New	+$1.38K	﹤0.01%	936

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

Sachetta's WEN Position: Q2 2026 in Review

Sachetta increased its Wendy's (WEN) stake by 7.5% in Q2 2026, buying an estimated $443 and bringing the position to 889 shares worth $7.37K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Sachetta first reported a position in WEN in Q2 2025 and has held it in 4 quarters since. 59 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

Sachetta held 889 shares of Wendy's worth $7.37K as of Q2 2026.
Sachetta bought 62 Wendy's shares in Q2 2026, an estimated $443.
Wendy's made up ﹤0.01% of Sachetta's portfolio in Q2 2026, its #532 holding.
Sachetta first reported a position in Wendy's in Q2 2025 and has held it in 4 quarters since.
59 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.