Bartlett & Co Wealth Management’s Wendy's WEN Stock Holding History

Bartlett & Co Wealth 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	$20.3K	Hold	3,107	–	–	﹤0.01%	820
2025 Q4	$25.9K	Hold	3,107	–	–	﹤0.01%	775
2025 Q3	$28.5K	Hold	3,107	–	–	﹤0.01%	764
2025 Q2	$35.5K	Hold	3,107	–	–	﹤0.01%	717
2025 Q1	$45.5K	Hold	3,107	–	–	﹤0.01%	666
2024 Q4	$50.6K	Buy	3,107 +985	+46%	+$18K	﹤0.01%	651
2024 Q3	$37.2K	Hold	2,122	–	–	﹤0.01%	712
2024 Q2	$36K	Hold	2,122	–	–	﹤0.01%	718
2024 Q1	$40K	Hold	2,122	–	–	﹤0.01%	698
2023 Q4	$41.4K	Hold	2,122	–	–	﹤0.01%	742
2023 Q3	$43.3K	Buy	2,122 +422	+25%	+$8.81K	﹤0.01%	686
2023 Q2	$37K	Hold	1,700	–	–	﹤0.01%	713
2023 Q1	$37K	Hold	1,700	–	–	﹤0.01%	610
2022 Q4	$38.5K	Hold	1,700	–	–	﹤0.01%	615
2022 Q3	$31.8K	Hold	1,700	–	–	﹤0.01%	638
2022 Q2	$32.1K	Hold	1,700	–	–	﹤0.01%	656
2022 Q1	$37.3K	Buy	+1,700	New	+$38.3K	﹤0.01%	634

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

Bartlett & Co Wealth Management's WEN Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its Wendy's (WEN) position steady in Q1 2026 at 3,107 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Bartlett & Co Wealth Management first reported a position in WEN in Q1 2022 and has held it in 17 quarters since. The position peaked at $50.6K in Q4 2024. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

Bartlett & Co Wealth Management held 3,107 shares of Wendy's worth $20.3K as of Q1 2026.
Bartlett & Co Wealth Management left its Wendy's share count unchanged in Q1 2026.
Wendy's made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #820 holding.
Bartlett & Co Wealth Management first reported a position in Wendy's in Q1 2022 and has held it in 17 quarters since.
Bartlett & Co Wealth Management's Wendy's position peaked at $50.6K in Q4 2024.
407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.