Brighton Jones LLC’s Wendy's WEN Stock Holding History

Brighton Jones LLC’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	-49,378	Closed	-$452K	–	970
2025 Q3	$452K	Sell	49,378 -470	-0.9%	-$4.83K	0.01%	661
2025 Q2	$569K	Buy	+49,848	New	+$608K	0.02%	491

Other funds holding WEN

TFM

Trian Fund Management New York $3.86B AUM 26.59% 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

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

Harris Associates Chicago, Illinois $75B 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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Brighton Jones LLC's WEN Position: Q4 2025 in Review

Brighton Jones LLC sold out of Wendy's (WEN) in Q4 2025, closing a stake of 49,378 shares — an estimated $452K sold.

Brighton Jones LLC first reported a position in WEN in Q2 2025 and held it in 2 quarters. The position peaked at $569K in Q2 2025. 426 funds tracked by Wall St. Rank hold WEN as of Q4 2025.

Brighton Jones LLC reported no remaining Wendy's position as of Q4 2025 after selling out during the quarter.
Brighton Jones LLC sold 49,378 Wendy's shares in Q4 2025, an estimated $452K.
Brighton Jones LLC first reported a position in Wendy's in Q2 2025 and held it in 2 quarters.
Brighton Jones LLC's Wendy's position peaked at $569K in Q2 2025.
426 funds tracked by Wall St. Rank held Wendy's as of Q4 2025.

Based on Brighton Jones LLC's 13F filing for Q4 2025, filed 27 Jan 2026.