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Binnacle Investments’s Wendy's WEN Stock Holding History

Binnacle Investments’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 		$202 Buy
+22
New +$226 ﹤0.01% 917
2025
Q2 		– Sell
-22
Closed -$322 – 857
2025
Q1 		$322 Buy
+22
New +$331 ﹤0.01% 745

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Binnacle Investments's WEN Position: Q3 2025 in Review

Binnacle Investments opened a new position in Wendy's (WEN) in Q3 2025: 22 shares worth $202. The stake represents ﹤0.01% of the portfolio and ranks #917 among its holdings. This is a return to the name: Binnacle Investments previously reported a position in WEN as recently as Q1 2025.

Binnacle Investments first reported a position in WEN in Q1 2025 and has held it in 2 quarters since. The position peaked at $322 in Q1 2025. 402 funds tracked by Wall St. Rank hold WEN as of Q3 2025.

  • Binnacle Investments held 22 shares of Wendy's worth $202 as of Q3 2025.
  • Wendy's was a new Binnacle Investments position in Q3 2025.
  • Wendy's made up ﹤0.01% of Binnacle Investments's portfolio in Q3 2025, its #917 holding.
  • Binnacle Investments first reported a position in Wendy's in Q1 2025 and has held it in 2 quarters since.
  • Binnacle Investments's Wendy's position peaked at $322 in Q1 2025.
  • 402 funds tracked by Wall St. Rank held Wendy's as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.