Venture Visionary Partners’s Wendy's WEN Stock Holding History

Venture Visionary Partners’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 Q3	$102K	Sell	15,956 -301,761	-95%	-$2.33M	﹤0.01%	684
2026 Q2	$2.63M	Buy	317,717 +174,461	+122%	+$1.25M	0.07%	208
2026 Q1	$996K	Buy	+143,256	New	+$1.1M	0.03%	321
2022 Q3	–	Sell	-4,702	Closed	-$88.8K	–	1543
2022 Q2	$88.8K	Buy	+4,702	New	+$89.1K	0.01%	636

Other funds holding WEN

Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Venture Visionary Partners's WEN Position: Q3 2026 in Review

Venture Visionary Partners reduced its Wendy's (WEN) stake by 95% in Q3 2026, selling an estimated $2.33M and leaving 15,956 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Venture Visionary Partners first reported a position in WEN in Q2 2022 and has held it in 4 quarters since. The position peaked at $2.63M in Q2 2026. 17 funds tracked by Wall St. Rank hold WEN as of Q3 2026.

Venture Visionary Partners held 15,956 shares of Wendy's worth $102K as of Q3 2026.
Venture Visionary Partners sold 301,761 Wendy's shares in Q3 2026, an estimated $2.33M.
Wendy's made up ﹤0.01% of Venture Visionary Partners's portfolio in Q3 2026, its #684 holding.
Venture Visionary Partners first reported a position in Wendy's in Q2 2022 and has held it in 4 quarters since.
Venture Visionary Partners's Wendy's position peaked at $2.63M in Q2 2026.
17 funds tracked by Wall St. Rank held Wendy's as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.