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Wendy's/arby's Group shares owned by Wescott Financial Advisory Group

Quarter-by-quarter ownership of Wendy's/arby's Group (WEN) shares owned by Wescott Financial Advisory Group from 13F filings

Historical chart of Wescott Financial Advisory Group investment in Wendy's/arby's Group

Tip: Access up to 7 years of quarterly data

All positions including Wendy's/arby's Group held by Wescott Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wendy's/arby's Group by Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $240k 11k 21.75

More positions owned by Wescott Financial Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Rus Mdcp Val Etf (IWS)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for Wescott Financial Advisory Group

Top funds holding Wendy's/arby's Group

Trian Fund Management
BlackRock
Vanguard Group
Harris Associates L.P
AQR Capital Management
Charles Schwab Investment Management
State Street Corporation
Arrowstreet Capital, Limited Partnership
Dimensional Fund Advisors
Marshall Wace
Geode Capital Management
Jane Street
Point72 Asset Management
Northern Trust
Susquehanna International

View all funds holding Wendy's/arby's Group