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Scarborough Advisors’s Wendy's WEN Stock Holding History

Scarborough Advisors’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
-10
Closed -$69 – 699
2026
Q1 		$69 Hold
10
– – ﹤0.01% 740
2025
Q4 		$81 Hold
10
– – ﹤0.01% 448
2025
Q3 		$88 Buy
10
+1
+11% +$10 ﹤0.01% 453
2025
Q2 		$108 Buy
+9
New +$110 ﹤0.01% 443
2024
Q3 		– Sell
-9
Closed -$151 – 450
2024
Q2 		$151 Hold
9
– – ﹤0.01% 418
2024
Q1 		$166 Hold
9
– – ﹤0.01% 388
2023
Q4 		$169 Buy
+9
New +$173 ﹤0.01% 693

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
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
AB
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

Scarborough Advisors's WEN Position: Q2 2026 in Review

Scarborough Advisors sold out of Wendy's (WEN) in Q2 2026, closing a stake of 10 shares — an estimated $69 sold.

Scarborough Advisors first reported a position in WEN in Q4 2023 and held it in 7 quarters. The position peaked at $169 in Q4 2023. 59 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Scarborough Advisors reported no remaining Wendy's position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 10 Wendy's shares in Q2 2026, an estimated $69.
  • Scarborough Advisors first reported a position in Wendy's in Q4 2023 and held it in 7 quarters.
  • Scarborough Advisors's Wendy's position peaked at $169 in Q4 2023.
  • 59 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.