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SBI Securities’s Wendy's WEN Stock Holding History

SBI Securities’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 		$44K Buy
5,309
+1,226
+30% +$8.76K ﹤0.01% 1214
2026
Q1 		$28.4K Buy
4,083
+1,478
+57% +$11.4K ﹤0.01% 1314
2025
Q4 		$21.7K Sell
2,605
-105
-4% -$906 ﹤0.01% 1410
2025
Q3 		$24.8K Buy
2,710
+83
+3% +$853 ﹤0.01% 1363
2025
Q2 		$30K Buy
2,627
+370
+16% +$4.51K ﹤0.01% 1259
2025
Q1 		$33K Buy
2,257
+386
+21% +$5.8K ﹤0.01% 1136
2024
Q4 		$30.5K Buy
+1,871
New +$34.1K ﹤0.01% 1165

Other funds holding WEN

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

SBI Securities's WEN Position: Q2 2026 in Review

SBI Securities increased its Wendy's (WEN) stake by 30% in Q2 2026, buying an estimated $8.76K and bringing the position to 5,309 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

SBI Securities first reported a position in WEN in Q4 2024 and has held it in 7 quarters since. 71 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • SBI Securities held 5,309 shares of Wendy's worth $44K as of Q2 2026.
  • SBI Securities bought 1,226 Wendy's shares in Q2 2026, an estimated $8.76K.
  • Wendy's made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #1214 holding.
  • SBI Securities first reported a position in Wendy's in Q4 2024 and has held it in 7 quarters since.
  • 71 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.