Baird Financial Group’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.68M | Buy |
384,946
+374,716
| +3,663% | +$2.88M | ﹤0.01% | 945 |
|
|
2025
Q4 | $85.2K | Sell |
10,230
-293,102
| -97% | -$2.53M | ﹤0.01% | 1777 |
|
|
2025
Q3 | $2.78M | Buy |
303,332
+8,353
| +3% | +$85.8K | ﹤0.01% | 936 |
|
|
2025
Q2 | $3.37M | Buy |
+294,979
| New | +$3.6M | 0.01% | 849 |
|
|
2024
Q2 | – | Sell |
-346,005
| Closed | -$6.52M | – | 1838 |
|
|
2024
Q1 | $6.52M | Buy |
346,005
+57,247
| +20% | +$1.08M | 0.01% | 595 |
|
|
2023
Q4 | $5.63M | Buy |
288,758
+21,312
| +8% | +$410K | 0.01% | 633 |
|
|
2023
Q3 | $5.46M | Buy |
267,446
+21,855
| +9% | +$456K | 0.01% | 605 |
|
|
2023
Q2 | $5.34M | Buy |
245,591
+234,658
| +2,146% | +$5.23M | 0.01% | 597 |
|
|
2023
Q1 | $238K | Sell |
10,933
-430
| -4% | -$9.45K | ﹤0.01% | 1570 |
|
|
2022
Q4 | $257K | Buy |
11,363
+78
| +0.7% | +$1.67K | ﹤0.01% | 1509 |
|
|
2022
Q3 | $211K | Buy |
+11,285
| New | +$227K | ﹤0.01% | 1593 |
|
|
2022
Q2 | – | Sell |
-46,742
| Closed | -$1.03M | – | 1872 |
|
|
2022
Q1 | $1.03M | Sell |
46,742
-2,626
| -5% | -$59.2K | ﹤0.01% | 1138 |
|
|
2021
Q4 | $1.18M | Sell |
49,368
-2,861
| -5% | -$63.6K | ﹤0.01% | 1141 |
|
|
2021
Q3 | $1.13M | Sell |
52,229
-868
| -2% | -$19.8K | ﹤0.01% | 1156 |
|
|
2021
Q2 | $1.24M | Sell |
53,097
-6,807
| -11% | -$156K | ﹤0.01% | 1102 |
|
|
2021
Q1 | $1.21M | Sell |
59,904
-3,572
| -6% | -$74.2K | ﹤0.01% | 1054 |
|
|
2020
Q4 | $1.39M | Buy |
63,476
+43,879
| +224% | +$1,000K | ﹤0.01% | 904 |
|
|
2020
Q3 | $437K | Buy |
19,597
+1,079
| +6% | +$23.8K | ﹤0.01% | 1204 |
|
|
2020
Q2 | $403K | Sell |
18,518
-7,258
| -28% | -$144K | ﹤0.01% | 1201 |
|
|
2020
Q1 | $384K | Sell |
25,776
-5,934
| -19% | -$117K | ﹤0.01% | 1134 |
|
|
2019
Q4 | $704K | Sell |
31,710
-169,860
| -84% | -$3.6M | ﹤0.01% | 1080 |
|
|
2019
Q3 | $4.03M | Buy |
201,570
+3,911
| +2% | +$78K | 0.02% | 570 |
|
|
2019
Q2 | $3.87M | Buy |
+197,659
| New | +$3.72M | 0.02% | 589 |
|
|
2016
Q3 | – | Sell |
-252,271
| Closed | -$2.47M | – | 1228 |
|
|
2016
Q2 | $2.47M | Sell |
252,271
-187,672
| -43% | -$1.97M | 0.02% | 506 |
|
|
2016
Q1 | $4.79M | Sell |
439,943
-20,694
| -4% | -$205K | 0.05% | 359 |
|
|
2015
Q4 | $4.96M | Sell |
460,637
-13,349
| -3% | -$132K | 0.05% | 339 |
|
|
2015
Q3 | $4.1M | Sell |
473,986
-18,444
| -4% | -$179K | 0.04% | 370 |
|
|
2015
Q2 | $5.55M | Buy |
+492,430
| New | +$5.43M | 0.05% | 313 |
|
Other funds holding WEN
TFM
VPM
VCM
Baird Financial Group's WEN Position: Q1 2026 in Review
Baird Financial Group increased its Wendy's (WEN) stake by 3,663% in Q1 2026, buying an estimated $2.88M and bringing the position to 384,946 shares worth $2.68M. The position accounts for ﹤0.01% of the portfolio, ranked #945.
Baird Financial Group first reported a position in WEN in Q2 2015 and has held it in 28 quarters since. The position peaked at $6.52M in Q1 2024. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.
- Baird Financial Group held 384,946 shares of Wendy's worth $2.68M as of Q1 2026.
- Baird Financial Group bought 374,716 Wendy's shares in Q1 2026, an estimated $2.88M.
- Wendy's made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #945 holding.
- Baird Financial Group first reported a position in Wendy's in Q2 2015 and has held it in 28 quarters since.
- Baird Financial Group's Wendy's position peaked at $6.52M in Q1 2024.
- 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.
Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.