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Trust Company’s Wendy's WEN Stock Holding History

Trust Company’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 		– Sell
-31
Closed -$215 – 966
2026
Q1 		$215 Hold
31
– – ﹤0.01% 869
2025
Q4 		$258 Buy
+31
New +$267 ﹤0.01% 844

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

Trust Company's WEN Position: Q2 2026 in Review

Trust Company sold out of Wendy's (WEN) in Q2 2026, closing a stake of 31 shares — an estimated $215 sold.

Trust Company first reported a position in WEN in Q4 2025 and held it in 2 quarters. The position peaked at $258 in Q4 2025. 59 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Trust Company reported no remaining Wendy's position as of Q2 2026 after selling out during the quarter.
  • Trust Company sold 31 Wendy's shares in Q2 2026, an estimated $215.
  • Trust Company first reported a position in Wendy's in Q4 2025 and held it in 2 quarters.
  • Trust Company's Wendy's position peaked at $258 in Q4 2025.
  • 59 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.