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Advisor Resource Council’s Wendy's WEN Stock Holding History

Advisor Resource Council’s Portfolio WEN Stock Details WEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-19,122
Closed -$280K – 602
2025
Q1 		$280K Buy
+19,122
New +$288K 0.02% 480
2024
Q1 		– Sell
-19,122
Closed -$372K – 537
2023
Q4 		$372K Buy
+19,122
New +$368K 0.04% 308

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisor Resource Council's WEN Position: Q2 2025 in Review

Advisor Resource Council sold out of Wendy's (WEN) in Q2 2025, closing a stake of 19,122 shares — an estimated $280K sold.

Advisor Resource Council first reported a position in WEN in Q4 2023 and held it in 2 quarters. The position peaked at $372K in Q4 2023. 402 funds tracked by Wall St. Rank hold WEN as of Q2 2025.

  • Advisor Resource Council reported no remaining Wendy's position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 19,122 Wendy's shares in Q2 2025, an estimated $280K.
  • Advisor Resource Council first reported a position in Wendy's in Q4 2023 and held it in 2 quarters.
  • Advisor Resource Council's Wendy's position peaked at $372K in Q4 2023.
  • 402 funds tracked by Wall St. Rank held Wendy's as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.