Wealth Enhancement Advisory Services’s Wendy's WEN Stock Holding History

Wealth Enhancement Advisory Services’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	$694K	Buy	91,902 +3,134	+4%	+$22.4K	﹤0.01%	2384
2026 Q1	$611K	Sell	88,768 -121,751	-58%	-$937K	﹤0.01%	2162
2025 Q4	$1.78M	Buy	210,519 +44,327	+27%	+$382K	﹤0.01%	1576
2025 Q3	$1.51M	Buy	166,192 +5,798	+4%	+$59.6K	﹤0.01%	1610
2025 Q2	$1.87M	Sell	160,394 -280,989	-64%	-$3.43M	﹤0.01%	1386
2025 Q1	$6.46M	Buy	441,383 +162,342	+58%	+$2.44M	0.01%	736
2024 Q4	$4.55M	Buy	279,041 +128,579	+85%	+$2.35M	0.01%	836
2024 Q3	$2.64M	Buy	150,462 +110,418	+276%	+$1.88M	0.01%	950
2024 Q2	$679K	Buy	40,044 +13,703	+52%	+$249K	﹤0.01%	1465
2024 Q1	$496K	Sell	26,341 -4,085	-13%	-$76.8K	﹤0.01%	1592
2023 Q4	$593K	Buy	30,426 +9,933	+48%	+$191K	﹤0.01%	1412
2023 Q3	$418K	Buy	+20,493	New	+$428K	﹤0.01%	1537

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealth Enhancement Advisory Services's WEN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Wendy's (WEN) stake by 3.5% in Q2 2026, buying an estimated $22.4K and bringing the position to 91,902 shares worth $694K. The position accounts for ﹤0.01% of the portfolio, ranked #2384.

Wealth Enhancement Advisory Services first reported a position in WEN in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.46M in Q1 2025. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

Wealth Enhancement Advisory Services held 91,902 shares of Wendy's worth $694K as of Q2 2026.
Wealth Enhancement Advisory Services bought 3,134 Wendy's shares in Q2 2026, an estimated $22.4K.
Wendy's made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2384 holding.
Wealth Enhancement Advisory Services first reported a position in Wendy's in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Wendy's position peaked at $6.46M in Q1 2025.
403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.