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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → WEN
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEN Position History
The Wendy's Company
Quarters held
6
Latest value
$751K
Q3 2026
Peak value
$1.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.5M |
| Q4 2025 | $1.8M |
| Q1 2026 | $611K |
| Q2 2026 | $755 |
| Q2 2026 | $694K |
| Q3 2026 | $751K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $751K | 120.8K | — | — |
| Q2 2026 | $694K | 91.9K | — | — |
| Q2 2026 | $755 | 100 | — | — |
| Q1 2026 | $611K | 88.8K | — | — |
| Q4 2025 | $1.8M | 210.5K | — | — |
| Q3 2025 | $1.5M | 166.2K | — | — |
Other funds holding WEN
$450.9M
$363.9M
$316.8M
$310.6M
$302.4M
$300.4M
$292.5M
$272.8M