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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

WEN holding history

Wendy's Co in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WEN overviewAll 13F holders of WENFull Q2 2026 holdings

Shares (Q2 2026)
575,506
Value
$4.77M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WEN by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026575,506$4.77M<0.1%−109,923−16.0%ReducedHolders
Q1 2026685,429$4.76M<0.1%+164,741+31.6%AddedHolders
Q4 2025520,688$4.34M<0.1%+126,077+31.9%AddedHolders
Q3 2025394,611$3.61M<0.1%+90,115+29.6%AddedHolders
Q2 2025304,496$3.48M<0.1%+87,721+40.5%AddedHolders
Q1 2025216,775$3.17M<0.1%+12,274+6.0%AddedHolders
Q4 2024204,501$3.33M<0.1%+1,339+0.7%AddedHolders
Q3 2024203,162$3.56M<0.1%+7,180+3.7%AddedHolders
Q2 2024195,982$3.32M<0.1%+9,703+5.2%AddedHolders
Q1 2024186,279$3.51M<0.1%−2,241−1.2%ReducedHolders
Q4 2023188,520$3.67M<0.1%+3,036+1.6%AddedHolders
Q3 2023185,484$3.79M<0.1%−360−0.2%ReducedHolders
Q2 2023185,844$4.04M<0.1%−397,234−68.1%ReducedHolders
Q1 2023583,078$12.7M<0.1%+400,686+219.7%AddedHolders
Q4 2022182,392$4.13M<0.1%+2,370+1.3%AddedHolders
Q3 2022180,022$3.37M<0.1%+229+0.1%AddedHolders
Q2 2022179,793$3.40M<0.1%+1,331+0.7%AddedHolders
Q1 2022178,462$3.92M<0.1%−532−0.3%ReducedHolders
Q4 2021178,994$4.27M<0.1%+1,872+1.1%AddedHolders
Q3 2021177,122$3.84M<0.1%+690.0%AddedHolders
Q2 2021177,053$4.15M<0.1%−3,849−2.1%ReducedHolders
Q1 2021180,902$3.67M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.