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Alpine Bank Wealth Management’s Wendy's WEN Stock Holding History

Alpine Bank Wealth 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
2025
Q3 		– Sell
-1,637
Closed -$18.7K – 446
2025
Q2 		$18.7K Hold
1,637
– – ﹤0.01% 343
2025
Q1 		$23.9K Buy
+1,637
New +$24.6K ﹤0.01% 311

Other funds holding WEN

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Alpine Bank Wealth Management's WEN Position: Q3 2025 in Review

Alpine Bank Wealth Management sold out of Wendy's (WEN) in Q3 2025, closing a stake of 1,637 shares — an estimated $18.7K sold.

Alpine Bank Wealth Management first reported a position in WEN in Q1 2025 and held it in 2 quarters. The position peaked at $23.9K in Q1 2025. 403 funds tracked by Wall St. Rank hold WEN as of Q3 2025.

  • Alpine Bank Wealth Management reported no remaining Wendy's position as of Q3 2025 after selling out during the quarter.
  • Alpine Bank Wealth Management sold 1,637 Wendy's shares in Q3 2025, an estimated $18.7K.
  • Alpine Bank Wealth Management first reported a position in Wendy's in Q1 2025 and held it in 2 quarters.
  • Alpine Bank Wealth Management's Wendy's position peaked at $23.9K in Q1 2025.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q3 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.