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
Q2 		$359K Buy
+43,300
New +$310K 0.01% 601
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 $4.23B AUM 31.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ancora Advisors's WEN Position: Q2 2026 in Review

Ancora Advisors opened a new position in Wendy's (WEN) in Q2 2026: 43,300 shares worth $359K. The stake represents 0.01% of the portfolio and ranks #601 among its holdings. This is a return to the name: Ancora Advisors previously reported a position in WEN as recently as Q4 2025.

Ancora Advisors first reported a position in WEN in Q1 2020 and has held it in 20 quarters since. The position peaked at $4.67M in Q3 2021. 404 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Ancora Advisors held 43,300 shares of Wendy's worth $359K as of Q2 2026.
  • Wendy's was a new Ancora Advisors position in Q2 2026.
  • Wendy's made up 0.01% of Ancora Advisors's portfolio in Q2 2026, its #601 holding.
  • Ancora Advisors first reported a position in Wendy's in Q1 2020 and has held it in 20 quarters since.
  • Ancora Advisors's Wendy's position peaked at $4.67M in Q3 2021.
  • 404 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.