Arax Advisory Partners
WEN icon

Arax Advisory Partners’s Wendy's WEN Stock Holding History

Arax Advisory Partners’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
Q3 		$139K Sell
21,752
-8,416
-28% -$64.9K ﹤0.01% 2585
2026
Q2 		$250K Buy
30,168
+28,320
+1,532% +$202K ﹤0.01% 2095
2026
Q1 		$12.8K Sell
1,848
-1,406
-43% -$10.8K ﹤0.01% 2316
2025
Q4 		$27.1K Sell
3,254
-234,591
-99% -$2.02M ﹤0.01% 1944
2025
Q3 		$2.18M Buy
237,845
+237,781
+371,533% +$2.44M 0.03% 441
2025
Q2 		$726 Sell
64
-3,193
-98% -$39K ﹤0.01% 2871
2025
Q1 		$47.6K Sell
3,257
-8,886
-73% -$134K ﹤0.01% 962
2024
Q4 		$198K Buy
12,143
+10,881
+862% +$199K 0.01% 485
2024
Q3 		$22.1K Buy
1,262
+873
+224% +$14.9K ﹤0.01% 1044
2024
Q2 		$6.6K Buy
389
+350
+897% +$6.36K ﹤0.01% 1464
2024
Q1 		$741 Sell
39
-227
-85% -$4.27K ﹤0.01% 1197
2023
Q4 		$5.18K Buy
266
+216
+432% +$4.16K ﹤0.01% 881
2023
Q3 		$1.02K Buy
+50
New +$1.04K ﹤0.01% 1121

Other funds holding WEN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Arax Advisory Partners's WEN Position: Q3 2026 in Review

Arax Advisory Partners reduced its Wendy's (WEN) stake by 28% in Q3 2026, selling an estimated $64.9K and leaving 21,752 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #2585.

Arax Advisory Partners first reported a position in WEN in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.18M in Q3 2025. 307 funds tracked by Wall St. Rank hold WEN as of Q3 2026.

  • Arax Advisory Partners held 21,752 shares of Wendy's worth $139K as of Q3 2026.
  • Arax Advisory Partners sold 8,416 Wendy's shares in Q3 2026, an estimated $64.9K.
  • Wendy's made up ﹤0.01% of Arax Advisory Partners's portfolio in Q3 2026, its #2585 holding.
  • Arax Advisory Partners first reported a position in Wendy's in Q3 2023 and has held it in 13 quarters since.
  • Arax Advisory Partners's Wendy's position peaked at $2.18M in Q3 2025.
  • 307 funds tracked by Wall St. Rank held Wendy's as of Q3 2026.

Based on Arax Advisory Partners's 13F filing for Q3 2026, filed 12 Nov 2026.