B. Riley Wealth Advisors’s Wendy's WEN Stock Holding History

B. Riley Wealth Advisors’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	–	Sell	-33,147	Closed	-$276K	–	1126
2025 Q4	$276K	Buy	+33,147	New	+$286K	0.01%	736
2015 Q1	–	Sell	-3,073	Closed	-$28	–	1975
2014 Q4	$28	Buy	+3,073	New	+$25.9K	﹤0.01%	2400
2014 Q3	–	Sell	-5,067	Closed	-$43.2K	–	1882
2014 Q2	$43.2K	Buy	5,067 +81	+2%	+$682	0.01%	1099
2014 Q1	$45K	Buy	+4,986	New	+$45.7K	0.01%	736
2013 Q3	–	Sell	-7,836	Closed	-$46K	–	753
2013 Q2	$46K	Buy	+7,836	New	+$45.4K	0.02%	669

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

B. Riley Wealth Advisors's WEN Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Wendy's (WEN) in Q1 2026, closing a stake of 33,147 shares — an estimated $276K sold.

B. Riley Wealth Advisors first reported a position in WEN in Q2 2013 and held it in 5 quarters. The position peaked at $276K in Q4 2025. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

B. Riley Wealth Advisors reported no remaining Wendy's position as of Q1 2026 after selling out during the quarter.
B. Riley Wealth Advisors sold 33,147 Wendy's shares in Q1 2026, an estimated $276K.
B. Riley Wealth Advisors first reported a position in Wendy's in Q2 2013 and held it in 5 quarters.
B. Riley Wealth Advisors's Wendy's position peaked at $276K in Q4 2025.
407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.