SWM
WEN icon

Spire Wealth Management’s Wendy's WEN Stock Holding History

Spire Wealth Management’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 		$10.1K Buy
1,218
+70
+6% +$500 ﹤0.01% 1648
2026
Q1 		$7.98K Buy
1,148
+1,014
+757% +$7.8K ﹤0.01% 1698
2025
Q4 		$1.12K Sell
134
-265
-66% -$2.29K ﹤0.01% 2179
2025
Q3 		$3.65K Buy
399
+268
+205% +$2.75K ﹤0.01% 2033
2025
Q2 		$1.49K Buy
+131
New +$1.6K ﹤0.01% 2226
2025
Q1 		– Sell
-138
Closed -$2.25K – 2585
2024
Q4 		$2.25K Sell
138
-45
-25% -$821 ﹤0.01% 2229
2024
Q3 		$3.21K Buy
183
+123
+205% +$2.09K ﹤0.01% 1912
2024
Q2 		$1.02K Sell
60
-446
-88% -$8.11K ﹤0.01% 2116
2024
Q1 		$9.53K Sell
506
-56
-10% -$1.05K ﹤0.01% 1726
2023
Q4 		$10.8K Sell
562
-954
-63% -$18.4K ﹤0.01% 1737
2023
Q3 		$30.9K Buy
1,516
+1,016
+203% +$21.2K ﹤0.01% 1350
2023
Q2 		$10.9K Hold
500
– – ﹤0.01% 1782
2023
Q1 		$10.9K Buy
+500
New +$11K ﹤0.01% 1814
2022
Q3 		– Sell
-515
Closed -$10K – 2628
2022
Q2 		$10K Sell
515
-485
-49% -$9.19K ﹤0.01% 1932
2022
Q1 		$22K Sell
1,000
-2,100
-68% -$47.3K ﹤0.01% 1779
2021
Q4 		$74K Buy
3,100
+2,100
+210% +$46.7K ﹤0.01% 1540
2021
Q3 		$22K Hold
1,000
– – ﹤0.01% 1826
2021
Q2 		$23K Sell
1,000
-2,100
-68% -$48.2K ﹤0.01% 1826
2021
Q1 		$64K Buy
+3,100
New +$64.4K ﹤0.01% 1604

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

Spire Wealth Management's WEN Position: Q2 2026 in Review

Spire Wealth Management increased its Wendy's (WEN) stake by 6.1% in Q2 2026, buying an estimated $500 and bringing the position to 1,218 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1648.

Spire Wealth Management first reported a position in WEN in Q1 2021 and has held it in 19 quarters since. The position peaked at $74K in Q4 2021. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Spire Wealth Management held 1,218 shares of Wendy's worth $10.1K as of Q2 2026.
  • Spire Wealth Management bought 70 Wendy's shares in Q2 2026, an estimated $500.
  • Wendy's made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1648 holding.
  • Spire Wealth Management first reported a position in Wendy's in Q1 2021 and has held it in 19 quarters since.
  • Spire Wealth Management's Wendy's position peaked at $74K in Q4 2021.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.