Atom Investors’s Wendy's WEN Stock Holding History

Atom Investors’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	$1.34M	Buy	193,270 +15,705	+9%	+$121K	0.1%	309
2025 Q4	$1.48M	Buy	177,565 +114,689	+182%	+$990K	0.12%	248
2025 Q3	$576K	Buy	62,876 +37,001	+143%	+$380K	0.04%	340
2025 Q2	$295K	Buy	+25,875	New	+$316K	0.03%	441
2023 Q4	–	Sell	-9,985	Closed	-$204K	–	562
2023 Q3	$204K	Sell	9,985 -4,083	-29%	-$85.3K	0.05%	377
2023 Q2	$306K	Buy	+14,068	New	+$313K	0.12%	186
2023 Q1	–	Sell	-14,898	Closed	-$337K	–	327
2022 Q4	$337K	Buy	+14,898	New	+$318K	0.17%	124
2021 Q4	–	Sell	-79,560	Closed	-$1.73M	–	420
2021 Q3	$1.73M	Buy	+79,560	New	+$1.81M	0.14%	81

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

Atom Investors's WEN Position: Q1 2026 in Review

Atom Investors increased its Wendy's (WEN) stake by 8.8% in Q1 2026, buying an estimated $121K and bringing the position to 193,270 shares worth $1.34M. The position accounts for 0.1% of the portfolio, ranked #309.

Atom Investors first reported a position in WEN in Q3 2021 and has held it in 8 quarters since. The position peaked at $1.73M in Q3 2021. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

Atom Investors held 193,270 shares of Wendy's worth $1.34M as of Q1 2026.
Atom Investors bought 15,705 Wendy's shares in Q1 2026, an estimated $121K.
Wendy's made up 0.1% of Atom Investors's portfolio in Q1 2026, its #309 holding.
Atom Investors first reported a position in Wendy's in Q3 2021 and has held it in 8 quarters since.
Atom Investors's Wendy's position peaked at $1.73M in Q3 2021.
407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.