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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
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

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Whitcomb & Hess's WEN Position: Q2 2026 in Review

Whitcomb & Hess increased its Wendy's (WEN) stake by 2% in Q2 2026, buying an estimated $1.77K and bringing the position to 12,793 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #65.

Whitcomb & Hess first reported a position in WEN in Q1 2023 and has held it in 14 quarters since. The position peaked at $229K in Q2 2023. 169 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Whitcomb & Hess held 12,793 shares of Wendy's worth $106K as of Q2 2026.
  • Whitcomb & Hess bought 247 Wendy's shares in Q2 2026, an estimated $1.77K.
  • Wendy's made up 0.02% of Whitcomb & Hess's portfolio in Q2 2026, its #65 holding.
  • Whitcomb & Hess first reported a position in Wendy's in Q1 2023 and has held it in 14 quarters since.
  • Whitcomb & Hess's Wendy's position peaked at $229K in Q2 2023.
  • 169 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Whitcomb & Hess's 13F filing for Q2 2026, filed 8 Jul 2026.