AA
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Ancora Advisors’s Wendy's WEN Stock Holding History

Ancora Advisors’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
-4,670
Closed -$38.9K – 2562
2025
Q4 		$38.9K Buy
+4,670
New +$40.3K ﹤0.01% 1242
2024
Q3 		– Sell
-2,280
Closed -$38.7K – 1911
2024
Q2 		$38.7K Hold
2,280
– – ﹤0.01% 1009
2024
Q1 		$43K Hold
2,280
– – ﹤0.01% 993
2023
Q4 		$44.4K Buy
2,280
+190
+9% +$3.66K ﹤0.01% 969
2023
Q3 		$42.7K Hold
2,090
– – ﹤0.01% 953
2023
Q2 		$45.5K Sell
2,090
-610
-23% -$13.6K ﹤0.01% 931
2023
Q1 		$58.8K Hold
2,700
– – ﹤0.01% 876
2022
Q4 		$61K Hold
2,700
– – ﹤0.01% 925
2022
Q3 		$50K Sell
2,700
-37,550
-93% -$756K ﹤0.01% 1073
2022
Q2 		$760K Buy
40,250
+39,080
+3,340% +$740K 0.02% 428
2022
Q1 		$26K Sell
1,170
-300
-20% -$6.76K ﹤0.01% 1478
2021
Q4 		$35K Sell
1,470
-214,152
-99% -$4.76M ﹤0.01% 1406
2021
Q3 		$4.67M Buy
215,622
+171,092
+384% +$3.9M 0.12% 174
2021
Q2 		$1.04M Sell
44,530
-73,150
-62% -$1.68M 0.03% 387
2021
Q1 		$2.38M Buy
117,680
+31,600
+37% +$656K 0.07% 244
2020
Q4 		$1.89M Sell
86,080
-12,330
-13% -$281K 0.06% 263
2020
Q3 		$2.19M Buy
98,410
+39,485
+67% +$870K 0.09% 208
2020
Q2 		$1.28M Buy
58,925
+255
+0.4% +$5.07K 0.05% 286
2020
Q1 		$873K Buy
+58,670
New +$1.15M 0.04% 338

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ancora Advisors's WEN Position: Q1 2026 in Review

Ancora Advisors sold out of Wendy's (WEN) in Q1 2026, closing a stake of 4,670 shares — an estimated $38.9K sold.

Ancora Advisors first reported a position in WEN in Q1 2020 and held it in 19 quarters. The position peaked at $4.67M in Q3 2021. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Ancora Advisors reported no remaining Wendy's position as of Q1 2026 after selling out during the quarter.
  • Ancora Advisors sold 4,670 Wendy's shares in Q1 2026, an estimated $38.9K.
  • Ancora Advisors first reported a position in Wendy's in Q1 2020 and held it in 19 quarters.
  • Ancora Advisors's Wendy's position peaked at $4.67M in Q3 2021.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.