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Evoke Wealth, LLC

SEC CIK
0001793432
Latest filing
Aug 10, 2026

WEN holding history

Wendy's Co in every 13F filed by Evoke Wealth, LLC, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q3 2021
Holdings of WEN by Evoke Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−22,174−100.0%Sold outHolders
Q4 202522,174$184.7K<0.1%−7,481−25.2%ReducedHolders
Q3 202529,655$271.6K<0.1%−1,550−5.0%ReducedHolders
Q2 202531,205$356.4K<0.1%+17,323+124.8%AddedHolders
Q1 202513,882$203.1K<0.1%+3,253+30.6%AddedHolders
Q4 202410,629$173.3K<0.1%−1,078−9.2%ReducedHolders
Q3 202411,707$205.1K<0.1%+11,707NewHolders
Q1 20230$00.0%−9,121−100.0%Sold outHolders
Q4 20229,121$206.4K<0.1%+114+1.3%AddedHolders
Q3 20229,007$168.0K<0.1%−36−0.4%ReducedHolders
Q2 20229,043$171.0K<0.1%+14+0.2%AddedHolders
Q1 20229,029$198.0K<0.1%−20−0.2%ReducedHolders
Q4 20219,049$216.0K<0.1%+49+0.5%AddedHolders
Q3 20219,000$195.0K<0.1%+9,000NewHolders