Aigen Investment Management’s Wendy's WEN Stock Holding History

Aigen Investment Management’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
2026 Q1	–	Sell	-12,662	Closed	-$105K	–	808
2025 Q4	$105K	Buy	+12,662	New	+$109K	0.02%	514
2025 Q3	–	Sell	-62,181	Closed	-$710K	–	1119
2025 Q2	$710K	Sell	62,181 -59,153	-49%	-$722K	0.1%	317
2025 Q1	$1.78M	Buy	+121,334	New	+$1.82M	0.28%	96
2024 Q3	–	Sell	-64,245	Closed	-$1.09M	–	1047
2024 Q2	$1.09M	Buy	+64,245	New	+$1.17M	0.21%	126
2023 Q3	–	Sell	-14,761	Closed	-$321K	–	1109
2023 Q2	$321K	Sell	14,761 -77,876	-84%	-$1.74M	0.05%	472
2023 Q1	$2.02M	Buy	+92,637	New	+$2.03M	0.28%	88
2022 Q4	–	Sell	-21,094	Closed	-$394K	–	802
2022 Q3	$394K	Sell	21,094 -7,022	-25%	-$141K	0.06%	352
2022 Q2	$531K	Buy	+28,116	New	+$533K	0.09%	292
2020 Q3	–	Sell	-64,332	Closed	-$1.4M	–	1125
2020 Q2	$1.4M	Buy	+64,332	New	+$1.28M	0.18%	164

Other funds holding WEN

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aigen Investment Management's WEN Position: Q1 2026 in Review

Aigen Investment Management sold out of Wendy's (WEN) in Q1 2026, closing a stake of 12,662 shares — an estimated $105K sold.

Aigen Investment Management first reported a position in WEN in Q2 2020 and held it in 9 quarters. The position peaked at $2.02M in Q1 2023. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

Aigen Investment Management reported no remaining Wendy's position as of Q1 2026 after selling out during the quarter.
Aigen Investment Management sold 12,662 Wendy's shares in Q1 2026, an estimated $105K.
Aigen Investment Management first reported a position in Wendy's in Q2 2020 and held it in 9 quarters.
Aigen Investment Management's Wendy's position peaked at $2.02M in Q1 2023.
407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Aigen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.