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 Q1	$12.8K	Sell	1,848 -1,406	-43%	-$10.8K	﹤0.01%	2315
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

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

Arax Advisory Partners's WEN Position: Q1 2026 in Review

Arax Advisory Partners reduced its Wendy's (WEN) stake by 43% in Q1 2026, selling an estimated $10.8K and leaving 1,848 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2315.

Arax Advisory Partners first reported a position in WEN in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.18M in Q3 2025. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

Arax Advisory Partners held 1,848 shares of Wendy's worth $12.8K as of Q1 2026.
Arax Advisory Partners sold 1,406 Wendy's shares in Q1 2026, an estimated $10.8K.
Wendy's made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #2315 holding.
Arax Advisory Partners first reported a position in Wendy's in Q3 2023 and has held it in 11 quarters since.
Arax Advisory Partners's Wendy's position peaked at $2.18M in Q3 2025.
407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.