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Caitong International Asset Management’s Wendy's WEN Stock Holding History

Caitong International Asset Management’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 		$51.6K Buy
7,424
+7,423
+742,300% +$57.1K 0.01% 774
2025
Q4 		$8 Sell
1
-705
-100% -$6.08K ﹤0.01% 1813
2025
Q3 		$6.47K Buy
706
+688
+3,822% +$7.07K ﹤0.01% 1155
2025
Q2 		$206 Sell
18
-3,404
-99% -$41.5K ﹤0.01% 1796
2025
Q1 		$50.1K Buy
3,422
+3,375
+7,181% +$50.8K 0.04% 498
2024
Q4 		$766 Buy
+47
New +$858 ﹤0.01% 1382

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Caitong International Asset Management's WEN Position: Q1 2026 in Review

Caitong International Asset Management increased its Wendy's (WEN) stake by 742,300% in Q1 2026, buying an estimated $57.1K and bringing the position to 7,424 shares worth $51.6K. The position accounts for 0.01% of the portfolio, ranked #774.

Caitong International Asset Management first reported a position in WEN in Q4 2024 and has held it in 6 quarters since. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Caitong International Asset Management held 7,424 shares of Wendy's worth $51.6K as of Q1 2026.
  • Caitong International Asset Management bought 7,423 Wendy's shares in Q1 2026, an estimated $57.1K.
  • Wendy's made up 0.01% of Caitong International Asset Management's portfolio in Q1 2026, its #774 holding.
  • Caitong International Asset Management first reported a position in Wendy's in Q4 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 Caitong International Asset Management's 13F filing for Q1 2026, filed 11 May 2026.