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Wipfli Financial Advisors’s Wendy's WEN Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$38K Buy
+2,049
New +$41.3K ﹤0.01% 1251

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wipfli Financial Advisors's WEN Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Wendy's (WEN) in Q3 2022: 2,049 shares worth $38K. The stake represents ﹤0.01% of the portfolio and ranks #1251 among its holdings.

335 funds tracked by Wall St. Rank hold WEN as of Q3 2022.

  • Wipfli Financial Advisors held 2,049 shares of Wendy's worth $38K as of Q3 2022.
  • Wendy's was a new Wipfli Financial Advisors position in Q3 2022.
  • Wendy's made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1251 holding.
  • 335 funds tracked by Wall St. Rank held Wendy's as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.