Bayforest Capital’s Wendy's WEN Stock Holding History

Bayforest Capital’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
2025 Q3	–	Sell	-662	Closed	-$7.56K	–	938
2025 Q2	$7.56K	Sell	662 -7,374	-92%	-$90K	﹤0.01%	646
2025 Q1	$118K	Sell	8,036 -8,526	-51%	-$128K	0.05%	466
2024 Q4	$270K	Buy	+16,562	New	+$302K	0.34%	58

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bayforest Capital's WEN Position: Q3 2025 in Review

Bayforest Capital sold out of Wendy's (WEN) in Q3 2025, closing a stake of 662 shares — an estimated $7.56K sold.

Bayforest Capital first reported a position in WEN in Q4 2024 and held it in 3 quarters. The position peaked at $270K in Q4 2024. 403 funds tracked by Wall St. Rank hold WEN as of Q3 2025.

Bayforest Capital reported no remaining Wendy's position as of Q3 2025 after selling out during the quarter.
Bayforest Capital sold 662 Wendy's shares in Q3 2025, an estimated $7.56K.
Bayforest Capital first reported a position in Wendy's in Q4 2024 and held it in 3 quarters.
Bayforest Capital's Wendy's position peaked at $270K in Q4 2024.
403 funds tracked by Wall St. Rank held Wendy's as of Q3 2025.

Based on Bayforest Capital's 13F filing for Q3 2025, filed 24 Oct 2025.