Back to WEN
Sound Income Strategies, LLC → WEN
Sound Income Strategies, LLC WEN Position History
The Wendy's Company
Quarters held
5
Latest value
$87K
Q3 2026
Peak value
$7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7M |
| Q4 2025 | $6.3M |
| Q1 2026 | $5.3M |
| Q2 2026 | $6.5M |
| Q3 2026 | $87K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $87K | 13.9K | — | — |
| Q2 2026 | $6.5M | 784.4K | — | — |
| Q1 2026 | $5.3M | 771.4K | — | — |
| Q4 2025 | $6.3M | 760.1K | — | — |
| Q3 2025 | $7M | 787.1K | — | — |
Other funds holding WEN
$450.9M
$363.9M
$316.8M
$310.6M
$302.4M
$300.4M
$292.5M
$272.8M