A detailed history of Uma Financial Services, Inc. transactions in Wendy'S CO stock. As of the latest transaction made, Uma Financial Services, Inc. holds 131 shares of WEN stock, worth $1,129. This represents 0.0% of its overall portfolio holdings.

Number of Shares
131
Previous 38 244.74%
Holding current value
$1,129
Previous $0 Infinity%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025

BUY
$9.09 - $11.88 $845 - $1,104
93 Added 244.74%
131 $1,000
Q4 2024

Feb 12, 2025

BUY
$16.26 - $20.42 $617 - $775
38 New
38 $0

Others Institutions Holding WEN

About Wendy's Co


  • Ticker WEN
  • Exchange NASDAQ
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 212,804,000
  • Market Cap $1.83B
  • Description
  • The Wendy's Company, together with its subsidiaries, operates as a quick-service restaurant company. It operates through three segments: Wendy's U.S., Wendy's International, and Global Real Estate & Development. The company is involved in operating, developing, and franchising a system of quick-service restaurants specializing in hamburger s...
More about WEN
Track This Portfolio

Track Uma Financial Services, Inc. Portfolio

Follow Uma Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Uma Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Uma Financial Services, Inc. with notifications on news.