Position in WEN
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$902,631
+$318,380 QoQ
Shares Held
108,882
+29.5% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
2.95%
of 13F equity value
Holder Rank
#96
of 400 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WEN Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026A&I FINANCIAL SERVICES, LLC holds $902,631 across 1 Restaurants name. WEN ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEN |
Wendy's Co
This page
|
108,882 | $902,631 |
All Filings in WEN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $902,631 | 108,882 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $584,251 | 84,065 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $552,137 | 66,283 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $527,753 | 57,615 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||