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Atria Investments’s Wendy's WEN Stock Holding History

Atria Investments’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
2025
Q1 		– Sell
-83,544
Closed -$1.36M – 2010
2024
Q4 		$1.36M Sell
83,544
-10,898
-12% -$199K 0.02% 838
2024
Q3 		$1.65M Buy
94,442
+41,586
+79% +$708K 0.02% 736
2024
Q2 		$896K Buy
+52,856
New +$961K 0.01% 995
2017
Q2 		– Sell
-10,122
Closed -$138K – 800
2017
Q1 		$138K Sell
10,122
-348
-3% -$4.75K 0.01% 667
2016
Q4 		$142K Buy
+10,470
New +$126K 0.01% 619
2014
Q2 		– Sell
-158,431
Closed -$1.45M – 467
2014
Q1 		$1.45M Buy
+158,431
New +$1.45M 0.15% 128
2013
Q4 		– Sell
-148,359
Closed -$1.26M – 474
2013
Q3 		$1.26M Buy
+148,359
New +$1.11M 0.13% 125

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atria Investments's WEN Position: Q1 2025 in Review

Atria Investments sold out of Wendy's (WEN) in Q1 2025, closing a stake of 83,544 shares — an estimated $1.36M sold.

Atria Investments first reported a position in WEN in Q3 2013 and held it in 7 quarters. The position peaked at $1.65M in Q3 2024. 423 funds tracked by Wall St. Rank hold WEN as of Q1 2025.

  • Atria Investments reported no remaining Wendy's position as of Q1 2025 after selling out during the quarter.
  • Atria Investments sold 83,544 Wendy's shares in Q1 2025, an estimated $1.36M.
  • Atria Investments first reported a position in Wendy's in Q3 2013 and held it in 7 quarters.
  • Atria Investments's Wendy's position peaked at $1.65M in Q3 2024.
  • 423 funds tracked by Wall St. Rank held Wendy's as of Q1 2025.

Based on Atria Investments's 13F filing for Q1 2025, filed 6 May 2025.