Brooklyn Investment Group’s Wendy's WEN Stock Holding History

Brooklyn Investment Group’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
2026 Q1	$256K	Buy	36,824 +14,595	+66%	+$112K	0.01%	1541
2025 Q4	$185K	Buy	+22,229	New	+$192K	0.01%	1392
2025 Q3	–	Sell	-1,085	Closed	-$12.4K	–	2684
2025 Q2	$12.4K	Buy	1,085 +44	+4%	+$537	﹤0.01%	2060
2025 Q1	$15.2K	Buy	1,041 +1,038	+34,600%	+$15.6K	﹤0.01%	1312
2024 Q4	$49	Sell	3 -79	-96%	-$1.44K	﹤0.01%	1835
2024 Q3	$1.44K	Buy	+82	New	+$1.4K	﹤0.01%	946

Other funds holding WEN

TFM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

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

Brooklyn Investment Group's WEN Position: Q1 2026 in Review

Brooklyn Investment Group increased its Wendy's (WEN) stake by 66% in Q1 2026, buying an estimated $112K and bringing the position to 36,824 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #1541.

Brooklyn Investment Group first reported a position in WEN in Q3 2024 and has held it in 6 quarters since. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

Brooklyn Investment Group held 36,824 shares of Wendy's worth $256K as of Q1 2026.
Brooklyn Investment Group bought 14,595 Wendy's shares in Q1 2026, an estimated $112K.
Wendy's made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1541 holding.
Brooklyn Investment Group first reported a position in Wendy's in Q3 2024 and has held it in 6 quarters since.
407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.