Wealth Enhancement Advisory Services
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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 		$755 Buy
+100
New +$715 ﹤0.01% 4132

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
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
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 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. 76 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.
  • 76 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.