TWD
WEN icon

True Wealth Design’s Wendy's WEN Stock Holding History

True Wealth Design’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 		$2.81K Sell
339
-1,308
-79% -$9.35K ﹤0.01% 1559
2026
Q1 		$11.4K Sell
1,647
-740
-31% -$5.7K ﹤0.01% 933
2025
Q4 		$19.9K Sell
2,387
-2,302
-49% -$19.9K 0.01% 608
2025
Q3 		$43K Buy
4,689
+595
+15% +$6.11K 0.01% 361
2025
Q2 		$46.8K Buy
4,094
+830
+25% +$10.1K 0.02% 212
2025
Q1 		$47.8K Buy
3,264
+1,582
+94% +$23.8K 0.02% 191
2024
Q4 		$27.4K Sell
1,682
-4,109
-71% -$75K 0.01% 277
2024
Q3 		$101K Buy
+5,791
New +$98.6K 0.04% 59

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

True Wealth Design's WEN Position: Q2 2026 in Review

True Wealth Design reduced its Wendy's (WEN) stake by 79% in Q2 2026, selling an estimated $9.35K and leaving 339 shares worth $2.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

True Wealth Design first reported a position in WEN in Q3 2024 and has held it in 8 quarters since. The position peaked at $101K in Q3 2024. 59 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • True Wealth Design held 339 shares of Wendy's worth $2.81K as of Q2 2026.
  • True Wealth Design sold 1,308 Wendy's shares in Q2 2026, an estimated $9.35K.
  • Wendy's made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1559 holding.
  • True Wealth Design first reported a position in Wendy's in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's Wendy's position peaked at $101K in Q3 2024.
  • 59 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.