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

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return