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Barnett & Company’s Wendy's WEN Stock Holding History

Barnett & Company’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 		$115K Buy
16,600
+1,600
+11% +$12.3K 0.09% 88
2025
Q4 		$125K Hold
15,000
– – 0.1% 81
2025
Q3 		$137K Buy
+15,000
New +$154K 0.11% 80

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

Barnett & Company's WEN Position: Q1 2026 in Review

Barnett & Company increased its Wendy's (WEN) stake by 11% in Q1 2026, buying an estimated $12.3K and bringing the position to 16,600 shares worth $115K. The position accounts for 0.09% of the portfolio, ranked #88.

Barnett & Company first reported a position in WEN in Q3 2025 and has held it in 3 quarters since. The position peaked at $137K in Q3 2025. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Barnett & Company held 16,600 shares of Wendy's worth $115K as of Q1 2026.
  • Barnett & Company bought 1,600 Wendy's shares in Q1 2026, an estimated $12.3K.
  • Wendy's made up 0.09% of Barnett & Company's portfolio in Q1 2026, its #88 holding.
  • Barnett & Company first reported a position in Wendy's in Q3 2025 and has held it in 3 quarters since.
  • Barnett & Company's Wendy's position peaked at $137K in Q3 2025.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Barnett & Company's 13F filing for Q1 2026, filed 30 Apr 2026.