Whitcomb & Hess
WEN icon

Whitcomb & Hess’s Wendy's WEN Stock Holding History

Whitcomb & Hess’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 		$82.3K Buy
12,906
+113
+0.9% +$871 0.02% 64
2026
Q2 		$106K Buy
12,793
+247
+2% +$1.77K 0.02% 65
2026
Q1 		$87.2K Buy
12,546
+235
+2% +$1.81K 0.02% 64
2025
Q4 		$103K Buy
12,311
+195
+2% +$1.68K 0.02% 60
2025
Q3 		$111K Buy
12,116
+368
+3% +$3.78K 0.03% 57
2025
Q2 		$134K Buy
11,748
+144
+1% +$1.76K 0.04% 54
2025
Q1 		$170K Buy
11,604
+263
+2% +$3.96K 0.05% 54
2024
Q4 		$185K Sell
11,341
-52
-0.5% -$949 0.06% 51
2024
Q3 		$200K Buy
11,393
+153
+1% +$2.6K 0.06% 50
2024
Q2 		$191K Buy
11,240
+161
+1% +$2.93K 0.06% 50
2024
Q1 		$209K Buy
11,079
+144
+1% +$2.71K 0.07% 49
2023
Q4 		$213K Buy
10,935
+290
+3% +$5.58K 0.07% 45
2023
Q3 		$217K Buy
10,645
+126
+1% +$2.63K 0.08% 38
2023
Q2 		$229K Buy
10,519
+115
+1% +$2.56K 0.08% 37
2023
Q1 		$227K Buy
+10,404
New +$229K 0.09% 36

Other funds holding WEN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Whitcomb & Hess's WEN Position: Q3 2026 in Review

Whitcomb & Hess increased its Wendy's (WEN) stake by 0.88% in Q3 2026, buying an estimated $871 and bringing the position to 12,906 shares worth $82.3K. The position accounts for 0.02% of the portfolio, ranked #64.

Whitcomb & Hess first reported a position in WEN in Q1 2023 and has held it in 15 quarters since. The position peaked at $229K in Q2 2023. 148 funds tracked by Wall St. Rank hold WEN as of Q3 2026.

  • Whitcomb & Hess held 12,906 shares of Wendy's worth $82.3K as of Q3 2026.
  • Whitcomb & Hess bought 113 Wendy's shares in Q3 2026, an estimated $871.
  • Wendy's made up 0.02% of Whitcomb & Hess's portfolio in Q3 2026, its #64 holding.
  • Whitcomb & Hess first reported a position in Wendy's in Q1 2023 and has held it in 15 quarters since.
  • Whitcomb & Hess's Wendy's position peaked at $229K in Q2 2023.
  • 148 funds tracked by Wall St. Rank held Wendy's as of Q3 2026.

Based on Whitcomb & Hess's 13F filing for Q3 2026, filed 7 Oct 2026.