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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 $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return