WWM
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Wolff Wiese Magana’s Wendy's WEN Stock Holding History

Wolff Wiese Magana’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 		$18 Hold
2
– – ﹤0.01% 1019
2026
Q1 		$15 Buy
+2
New +$15 ﹤0.01% 976

Other funds holding WEN

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return

Wolff Wiese Magana's WEN Position: Q2 2026 in Review

Wolff Wiese Magana held its Wendy's (WEN) position steady in Q2 2026 at 2 shares worth $18. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

Wolff Wiese Magana first reported a position in WEN in Q1 2026 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Wolff Wiese Magana held 2 shares of Wendy's worth $18 as of Q2 2026.
  • Wolff Wiese Magana left its Wendy's share count unchanged in Q2 2026.
  • Wendy's made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #1019 holding.
  • Wolff Wiese Magana first reported a position in Wendy's in Q1 2026 and has held it in 2 quarters since.
  • 60 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.