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Triumph Capital Management’s Wendy's WEN Stock Holding History

Triumph Capital 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 		$2.69K Hold
325
– – ﹤0.01% 1519
2026
Q1 		$2.26K Sell
325
-300
-48% -$2.31K ﹤0.01% 1514
2025
Q4 		$5.21K Buy
+625
New +$5.39K ﹤0.01% 1254

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
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
AB
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

Triumph Capital Management's WEN Position: Q2 2026 in Review

Triumph Capital Management held its Wendy's (WEN) position steady in Q2 2026 at 325 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1519.

Triumph Capital Management first reported a position in WEN in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.21K in Q4 2025. 59 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Triumph Capital Management held 325 shares of Wendy's worth $2.69K as of Q2 2026.
  • Triumph Capital Management left its Wendy's share count unchanged in Q2 2026.
  • Wendy's made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1519 holding.
  • Triumph Capital Management first reported a position in Wendy's in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's Wendy's position peaked at $5.21K in Q4 2025.
  • 59 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.