Balyasny Asset Management
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Balyasny Asset Management’s Wendy's WEN Stock Holding History

Balyasny Asset Management’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
-100,000
Closed -$833K – 3600
2025
Q4 		$833K Hold
100,000
– – ﹤0.01% 2277
2025
Q3 		$916K Buy
+100,000
New +$1.03M ﹤0.01% 2154
2018
Q1 		– Sell
-500,000
Closed -$8.21M – 2347
2017
Q4 		$8.21M Buy
+500,000
New +$7.6M 0.03% 697

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Balyasny Asset Management's WEN Position: Q1 2026 in Review

Balyasny Asset Management sold out of Wendy's (WEN) in Q1 2026, closing a stake of 17,437 shares — an estimated $145K sold.

Balyasny Asset Management first reported a position in WEN in Q3 2015 and held it in 26 quarters. The position peaked at $68.2M in Q1 2018. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Balyasny Asset Management reported no remaining Wendy's position as of Q1 2026 after selling out during the quarter.
  • Balyasny Asset Management sold 17,437 Wendy's shares in Q1 2026, an estimated $145K.
  • Balyasny Asset Management first reported a position in Wendy's in Q3 2015 and held it in 26 quarters.
  • Balyasny Asset Management's Wendy's position peaked at $68.2M in Q1 2018.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.