SEC 13F Intelligence

Wealth Advisory Solutions, LLC / WEN

Wealth Advisory Solutions, LLC’s Wendys Co Position

Does Wealth Advisory Solutions, LLC own Wendys Co (WEN)? Not currently — the last reported position was 180.3K shares worth $4M in Q2 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q2 2021
Shares
180.3K
% of Portfolio
+1.00%
Quarters Held
1
position exited

Position History WEN

Reported value by quarter
Q2 ’21: $4MQ2 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2021180.3K$4M+1.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealth Advisory Solutions, LLC’s full portfolio or all institutional holders of WEN.