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

Transamerica 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 		$41 Sell
5
-128
-96% -$915 ﹤0.01% 2152
2026
Q1 		$924 Buy
133
+87
+189% +$670 ﹤0.01% 1356
2025
Q4 		$383 Sell
46
-76
-62% -$656 ﹤0.01% 1414
2025
Q3 		$1.12K Buy
+122
New +$1.25K ﹤0.01% 1151
2023
Q1 		– Sell
-25
Closed -$1K – 712
2022
Q4 		$1K Buy
+25
New +$534 ﹤0.01% 675

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 $3.38T AUM 44.17% 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

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

Transamerica Financial Advisors reduced its Wendy's (WEN) stake by 96% in Q2 2026, selling an estimated $915 and leaving 5 shares worth $41. The position accounts for ﹤0.01% of the portfolio, ranked #2152.

Transamerica Financial Advisors first reported a position in WEN in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.12K in Q3 2025. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Transamerica Financial Advisors held 5 shares of Wendy's worth $41 as of Q2 2026.
  • Transamerica Financial Advisors sold 128 Wendy's shares in Q2 2026, an estimated $915.
  • Wendy's made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #2152 holding.
  • Transamerica Financial Advisors first reported a position in Wendy's in Q4 2022 and has held it in 5 quarters since.
  • Transamerica Financial Advisors's Wendy's position peaked at $1.12K in Q3 2025.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

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