Yousif Capital Management’s Wendy's WEN Stock Holding History

Yousif Capital Management’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	$229K	Buy	27,628 +183	+0.7%	+$1.31K	﹤0.01%	1575
2026 Q1	$191K	Sell	27,445 -280	-1%	-$2.15K	﹤0.01%	1773
2025 Q4	$227K	Sell	27,725 -5,080	-15%	-$43.8K	﹤0.01%	1741
2025 Q3	$300K	Sell	32,805 -5,096	-13%	-$52.3K	﹤0.01%	1650
2025 Q2	$433K	Sell	37,901 -3,556	-9%	-$43.4K	﹤0.01%	1523
2025 Q1	$607K	Sell	41,457 -1,243	-3%	-$18.7K	0.01%	1359
2024 Q4	$696K	Sell	42,700 -2,107	-5%	-$38.5K	0.01%	1334
2024 Q3	$785K	Sell	44,807 -6,733	-13%	-$115K	0.01%	1299
2024 Q2	$874K	Sell	51,540 -6,005	-10%	-$109K	0.01%	1209
2024 Q1	$1.08M	Sell	57,545 -1,611	-3%	-$30.3K	0.01%	1161
2023 Q4	$1.15M	Sell	59,156 -936	-2%	-$18K	0.01%	1151
2023 Q3	$1.23M	Sell	60,092 -2,995	-5%	-$62.5K	0.02%	1025
2023 Q2	$1.37M	Sell	63,087 -2,536	-4%	-$56.5K	0.02%	987
2023 Q1	$1.43M	Sell	65,623 -870	-1%	-$19.1K	0.02%	945
2022 Q4	$1.5M	Sell	66,493 -762	-1%	-$16.3K	0.02%	935
2022 Q3	$1.26M	Sell	67,255 -8,281	-11%	-$167K	0.02%	1045
2022 Q2	$1.43M	Buy	75,536 +4,015	+6%	+$76.1K	0.02%	1026
2022 Q1	$1.57M	Sell	71,521 -3,696	-5%	-$83.3K	0.02%	1109
2021 Q4	$1.79M	Buy	+75,217	New	+$1.67M	0.02%	1055

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 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

Atlas Brown Louisville, Kentucky $372M AUM 36.11% 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

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Yousif Capital Management's WEN Position: Q2 2026 in Review

Yousif Capital Management increased its Wendy's (WEN) stake by 0.67% in Q2 2026, buying an estimated $1.31K and bringing the position to 27,628 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1575.

Yousif Capital Management first reported a position in WEN in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.79M in Q4 2021. 59 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

Yousif Capital Management held 27,628 shares of Wendy's worth $229K as of Q2 2026.
Yousif Capital Management bought 183 Wendy's shares in Q2 2026, an estimated $1.31K.
Wendy's made up ﹤0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1575 holding.
Yousif Capital Management first reported a position in Wendy's in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's Wendy's position peaked at $1.79M in Q4 2021.
59 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.