waypoint wealth counsel

SEC CIK: 0001807909
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

WEN holding history

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

WEN overview All 13F holders of WEN Full Q2 2026 holdings

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2025

Holdings of WEN by waypoint wealth counsel, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−15,933−100.0%	Sold out	Holders
Q4 2025	15,933	$132.7K	<0.1%	+888+5.9%	Added	Holders
Q3 2025	15,045	$137.8K	0.1%	00.0%	Unchanged	Holders
Q2 2025	15,045	$171.8K	0.1%	+15,045	New	Holders