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Vista Investment Partners’s Wendy's WEN Stock Holding History

Vista Investment 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 		$180K Buy
28,182
+7,390
+36% +$57K 0.05% 160
2026
Q2 		$172K Buy
+20,792
New +$149K 0.04% 164
2026
Q1 		– Sell
-12,791
Closed -$107K – 183
2025
Q4 		$107K Buy
+12,791
New +$110K 0.03% 162

Other funds holding WEN

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AIFS
A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Vista Investment Partners's WEN Position: Q3 2026 in Review

Vista Investment Partners increased its Wendy's (WEN) stake by 36% in Q3 2026, buying an estimated $57K and bringing the position to 28,182 shares worth $180K. The position accounts for 0.05% of the portfolio, ranked #160.

Vista Investment Partners first reported a position in WEN in Q4 2025 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold WEN as of Q3 2026.

  • Vista Investment Partners held 28,182 shares of Wendy's worth $180K as of Q3 2026.
  • Vista Investment Partners bought 7,390 Wendy's shares in Q3 2026, an estimated $57K.
  • Wendy's made up 0.05% of Vista Investment Partners's portfolio in Q3 2026, its #160 holding.
  • Vista Investment Partners first reported a position in Wendy's in Q4 2025 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held Wendy's as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.