SOA Wealth Advisors’s Wendy's WEN Stock Holding History

SOA Wealth 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
2025 Q2	–	Sell	-12	Closed	-$171	–	939
2025 Q1	$171	Buy	+12	New	+$180	﹤0.01%	833

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SOA Wealth Advisors's WEN Position: Q2 2025 in Review

SOA Wealth Advisors sold out of Wendy's (WEN) in Q2 2025, closing a stake of 12 shares — an estimated $171 sold.

SOA Wealth Advisors first reported a position in WEN in Q1 2025 and held it in 1 quarter. The position peaked at $171 in Q1 2025. 402 funds tracked by Wall St. Rank hold WEN as of Q2 2025.

SOA Wealth Advisors reported no remaining Wendy's position as of Q2 2025 after selling out during the quarter.
SOA Wealth Advisors sold 12 Wendy's shares in Q2 2025, an estimated $171.
SOA Wealth Advisors first reported a position in Wendy's in Q1 2025 and held it in 1 quarter.
SOA Wealth Advisors's Wendy's position peaked at $171 in Q1 2025.
402 funds tracked by Wall St. Rank held Wendy's as of Q2 2025.

Based on SOA Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.