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CAPTRUST FINANCIAL ADVISORS: WEN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on WEN, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 66,304 WEN shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,304 shares
    Change vs previous 13F -11,896 shares

    <0.01% of the 13F portfolio, value $549,663.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 78,200 shares
    Change vs previous 13F -66,361 shares

    <0.01% of the 13F portfolio, value $543,477.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 144,561 shares
    Change vs previous 13F +32,147 shares

    <0.01% of the 13F portfolio, value $1,204,189.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 112,414 shares
    Change vs previous 13F +10,287 shares

    <0.01% of the 13F portfolio, value $1,029,713.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 102,127 shares
    Change vs previous 13F +4,655 shares

    <0.01% of the 13F portfolio, value $1,166,288.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 97,472 shares
    Change vs previous 13F -37,828 shares

    <0.01% of the 13F portfolio, value $1,426,010.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 135,300 shares
    Change vs previous 13F -4,125 shares

    0.01% of the 13F portfolio, value $2,205,384.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 139,425 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,442,730.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).