Sowell Financial Services’s Wendy's WEN Stock Holding History

Sowell Financial Services’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	$103K	Buy	12,485 +1,575	+14%	+$11.3K	﹤0.01%	1137
2026 Q1	$75.8K	Buy	10,910 +586	+6%	+$4.51K	﹤0.01%	1107
2025 Q4	$86K	Buy	+10,324	New	+$89.1K	﹤0.01%	1088
2021 Q2	–	Sell	-1,304	Closed	-$30K	–	2724
2021 Q1	$30K	Sell	1,304 -512	-28%	-$10.6K	﹤0.01%	1875
2020 Q4	$40K	Hold	1,816	–	–	﹤0.01%	1485
2020 Q3	$40K	Hold	1,816	–	–	﹤0.01%	1293
2020 Q2	$40K	Hold	1,816	–	–	﹤0.01%	1238
2020 Q1	$27K	Hold	1,816	–	–	﹤0.01%	1286
2019 Q4	$40K	Sell	1,816 -592	-25%	-$12.6K	﹤0.01%	1220
2019 Q3	$48K	Buy	+2,408	New	+$48K	﹤0.01%	1010

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

Sowell Financial Services's WEN Position: Q2 2026 in Review

Sowell Financial Services increased its Wendy's (WEN) stake by 14% in Q2 2026, buying an estimated $11.3K and bringing the position to 12,485 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Sowell Financial Services first reported a position in WEN in Q3 2019 and has held it in 10 quarters since. 60 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

Sowell Financial Services held 12,485 shares of Wendy's worth $103K as of Q2 2026.
Sowell Financial Services bought 1,575 Wendy's shares in Q2 2026, an estimated $11.3K.
Wendy's made up ﹤0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1137 holding.
Sowell Financial Services first reported a position in Wendy's in Q3 2019 and has held it in 10 quarters since.
60 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.