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Brown Financial Advisors’s Wendy's WEN Stock Holding History

Brown Financial 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
Q3 		– Sell
-29,908
Closed -$342K – 168
2025
Q2 		$342K Buy
29,908
+1,339
+5% +$16.3K 0.13% 131
2025
Q1 		$418K Buy
28,569
+1,585
+6% +$23.8K 0.17% 122
2024
Q4 		$440K Buy
26,984
+1,135
+4% +$20.7K 0.18% 110
2024
Q3 		$453K Sell
25,849
-14,094
-35% -$240K 0.19% 114
2024
Q2 		$677K Buy
+39,943
New +$726K 0.3% 112

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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 $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Brown Financial Advisors's WEN Position: Q3 2025 in Review

Brown Financial Advisors sold out of Wendy's (WEN) in Q3 2025, closing a stake of 29,908 shares — an estimated $342K sold.

Brown Financial Advisors first reported a position in WEN in Q2 2024 and held it in 5 quarters. The position peaked at $677K in Q2 2024. 403 funds tracked by Wall St. Rank hold WEN as of Q3 2025.

  • Brown Financial Advisors reported no remaining Wendy's position as of Q3 2025 after selling out during the quarter.
  • Brown Financial Advisors sold 29,908 Wendy's shares in Q3 2025, an estimated $342K.
  • Brown Financial Advisors first reported a position in Wendy's in Q2 2024 and held it in 5 quarters.
  • Brown Financial Advisors's Wendy's position peaked at $677K in Q2 2024.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q3 2025.

Based on Brown Financial Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.