UCFA
WEN icon

United Capital Financial Advisors’s Wendy's WEN Stock Holding History

United Capital 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
Q1 		$179K Buy
25,825
+13,334
+107% +$103K ﹤0.01% 1564
2025
Q4 		$104K Sell
12,491
-4,011
-24% -$34.6K ﹤0.01% 1352
2025
Q3 		$151K Buy
16,502
+5,503
+50% +$56.5K ﹤0.01% 1181
2025
Q2 		$126K Buy
+10,999
New +$134K ﹤0.01% 1074
2021
Q4 		– Sell
-13,995
Closed -$303K – 1246
2021
Q3 		$303K Buy
13,995
+2,125
+18% +$48.4K ﹤0.01% 1005
2021
Q2 		$278K Sell
11,870
-10
-0.1% -$230 ﹤0.01% 1045
2021
Q1 		$241K Buy
11,880
+10
+0.1% +$208 ﹤0.01% 1050
2020
Q4 		$260K Buy
11,870
+169
+1% +$3.85K ﹤0.01% 1052
2020
Q3 		$261K Sell
11,701
-199
-2% -$4.38K ﹤0.01% 996
2020
Q2 		$259K Sell
11,900
-330
-3% -$6.56K ﹤0.01% 1032
2020
Q1 		$182K Buy
12,230
+1,525
+14% +$30K ﹤0.01% 1082
2019
Q4 		$238K Buy
10,705
+150
+1% +$3.18K ﹤0.01% 1235
2019
Q3 		$211K Sell
10,555
-987
-9% -$19.7K ﹤0.01% 1175
2019
Q2 		$226K Buy
11,542
+1,086
+10% +$20.4K ﹤0.01% 1332
2019
Q1 		$187K Hold
10,456
– – ﹤0.01% 1282
2018
Q4 		$163K Sell
10,456
-80
-0.8% -$1.36K ﹤0.01% 1216
2018
Q3 		$181K Buy
10,536
+80
+0.8% +$1.4K ﹤0.01% 1264
2018
Q2 		$180K Hold
10,456
– – ﹤0.01% 1238
2018
Q1 		$184K Buy
+10,456
New +$173K ﹤0.01% 1242

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

United Capital Financial Advisors's WEN Position: Q1 2026 in Review

United Capital Financial Advisors increased its Wendy's (WEN) stake by 107% in Q1 2026, buying an estimated $103K and bringing the position to 25,825 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

United Capital Financial Advisors first reported a position in WEN in Q1 2018 and has held it in 19 quarters since. The position peaked at $303K in Q3 2021. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • United Capital Financial Advisors held 25,825 shares of Wendy's worth $179K as of Q1 2026.
  • United Capital Financial Advisors bought 13,334 Wendy's shares in Q1 2026, an estimated $103K.
  • Wendy's made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1564 holding.
  • United Capital Financial Advisors first reported a position in Wendy's in Q1 2018 and has held it in 19 quarters since.
  • United Capital Financial Advisors's Wendy's position peaked at $303K in Q3 2021.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.