BIA
WEN icon

Bell Investment Advisors’s Wendy's WEN Stock Holding History

Bell Investment Advisors’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
Q4 		– Sell
-188
Closed -$1.72K – 1956
2025
Q3 		$1.72K Buy
188
+106
+129% +$1.09K ﹤0.01% 1382
2025
Q2 		$937 Buy
+82
New +$1K ﹤0.01% 1606
2025
Q1 		– Sell
-62
Closed -$1.01K – 1953
2024
Q4 		$1.01K Hold
62
– – ﹤0.01% 1577
2024
Q3 		$1.09K Hold
62
– – ﹤0.01% 1565
2024
Q2 		$1.05K Hold
62
– – ﹤0.01% 1602
2024
Q1 		$1.17K Hold
62
– – ﹤0.01% 1557
2023
Q4 		$1.21K Sell
62
-8
-11% -$154 ﹤0.01% 1530
2023
Q3 		$1.43K Sell
70
-43
-38% -$898 ﹤0.01% 1433
2023
Q2 		$2.46K Sell
113
-1
-0.9% -$22 ﹤0.01% 1194
2023
Q1 		$2.48K Buy
114
+24
+27% +$527 ﹤0.01% 1137
2022
Q4 		$2.04K Hold
90
– – ﹤0.01% 1285
2022
Q3 		$2K Sell
90
-82
-48% -$1.65K ﹤0.01% 1247
2022
Q2 		$3K Buy
+172
New +$3.26K ﹤0.01% 1042
2021
Q4 		$4K Sell
166
-44
-21% -$979 ﹤0.01% 912
2021
Q3 		$5K Buy
+210
New +$4.79K ﹤0.01% 749

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bell Investment Advisors's WEN Position: Q4 2025 in Review

Bell Investment Advisors sold out of Wendy's (WEN) in Q4 2025, closing a stake of 188 shares — an estimated $1.72K sold.

Bell Investment Advisors first reported a position in WEN in Q3 2021 and held it in 15 quarters. The position peaked at $5K in Q3 2021. 429 funds tracked by Wall St. Rank hold WEN as of Q4 2025.

  • Bell Investment Advisors reported no remaining Wendy's position as of Q4 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 188 Wendy's shares in Q4 2025, an estimated $1.72K.
  • Bell Investment Advisors first reported a position in Wendy's in Q3 2021 and held it in 15 quarters.
  • Bell Investment Advisors's Wendy's position peaked at $5K in Q3 2021.
  • 429 funds tracked by Wall St. Rank held Wendy's as of Q4 2025.

Based on Bell Investment Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.