Capstone Investment Advisors
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Capstone Investment Advisors’s Wendy's WEN Stock Holding History

Capstone Investment 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
2018
Q4 		– Sell
-35,900
Closed -$615K – 1375
2018
Q3 		$615K Buy
+35,900
New +$627K 0.01% 737

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Harris Associates
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AQR Capital Management
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Charles Schwab
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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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

Capstone Investment Advisors's WEN Position: Q3 2025 in Review

Capstone Investment Advisors sold out of Wendy's (WEN) in Q3 2025, closing a stake of 249,277 shares — an estimated $2.85M sold.

Capstone Investment Advisors first reported a position in WEN in Q4 2015 and held it in 10 quarters. The position peaked at $4.81M in Q1 2024. 402 funds tracked by Wall St. Rank hold WEN as of Q3 2025.

  • Capstone Investment Advisors reported no remaining Wendy's position as of Q3 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 249,277 Wendy's shares in Q3 2025, an estimated $2.85M.
  • Capstone Investment Advisors first reported a position in Wendy's in Q4 2015 and held it in 10 quarters.
  • Capstone Investment Advisors's Wendy's position peaked at $4.81M in Q1 2024.
  • 402 funds tracked by Wall St. Rank held Wendy's as of Q3 2025.

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