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Sequoia Financial Advisors’s Wendy's WEN Stock Holding History

Sequoia Financial 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 		$225K Sell
27,105
-36,078
-57% -$258K ﹤0.01% 1891
2026
Q1 		$439K Buy
63,183
+5,339
+9% +$41.1K ﹤0.01% 1345
2025
Q4 		$482K Buy
57,844
+27,621
+91% +$238K ﹤0.01% 1302
2025
Q3 		$277K Buy
30,223
+6,852
+29% +$70.4K ﹤0.01% 1433
2025
Q2 		$267K Buy
+23,371
New +$285K ﹤0.01% 1323

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

Sequoia Financial Advisors's WEN Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Wendy's (WEN) stake by 57% in Q2 2026, selling an estimated $258K and leaving 27,105 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1891.

Sequoia Financial Advisors first reported a position in WEN in Q2 2025 and has held it in 5 quarters since. The position peaked at $482K in Q4 2025. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Sequoia Financial Advisors held 27,105 shares of Wendy's worth $225K as of Q2 2026.
  • Sequoia Financial Advisors sold 36,078 Wendy's shares in Q2 2026, an estimated $258K.
  • Wendy's made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1891 holding.
  • Sequoia Financial Advisors first reported a position in Wendy's in Q2 2025 and has held it in 5 quarters since.
  • Sequoia Financial Advisors's Wendy's position peaked at $482K in Q4 2025.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.