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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
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

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Vista Investment Partners's WEN Position: Q2 2026 in Review

Vista Investment Partners opened a new position in Wendy's (WEN) in Q2 2026: 20,792 shares worth $172K. The stake represents 0.04% of the portfolio and ranks #164 among its holdings. This is a return to the name: Vista Investment Partners previously reported a position in WEN as recently as Q4 2025.

Vista Investment Partners first reported a position in WEN in Q4 2025 and has held it in 2 quarters since. 76 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Vista Investment Partners held 20,792 shares of Wendy's worth $172K as of Q2 2026.
  • Wendy's was a new Vista Investment Partners position in Q2 2026.
  • Wendy's made up 0.04% of Vista Investment Partners's portfolio in Q2 2026, its #164 holding.
  • Vista Investment Partners first reported a position in Wendy's in Q4 2025 and has held it in 2 quarters since.
  • 76 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.