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Catalyst Funds Management’s Wendy's WEN Stock Holding History

Catalyst Funds 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 		$163K Buy
23,500
+7,900
+51% +$60.8K 0.03% 469
2025
Q4 		$130K Hold
15,600
– – 0.03% 307
2025
Q3 		$143K Buy
+15,600
New +$160K 0.02% 446
2025
Q2 		– Sell
-13,604
Closed -$199K – 717
2025
Q1 		$199K Buy
+13,604
New +$205K 0.05% 348

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

Catalyst Funds Management's WEN Position: Q1 2026 in Review

Catalyst Funds Management increased its Wendy's (WEN) stake by 51% in Q1 2026, buying an estimated $60.8K and bringing the position to 23,500 shares worth $163K. The position accounts for 0.03% of the portfolio, ranked #469.

Catalyst Funds Management first reported a position in WEN in Q1 2025 and has held it in 4 quarters since. The position peaked at $199K in Q1 2025. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Catalyst Funds Management held 23,500 shares of Wendy's worth $163K as of Q1 2026.
  • Catalyst Funds Management bought 7,900 Wendy's shares in Q1 2026, an estimated $60.8K.
  • Wendy's made up 0.03% of Catalyst Funds Management's portfolio in Q1 2026, its #469 holding.
  • Catalyst Funds Management first reported a position in Wendy's in Q1 2025 and has held it in 4 quarters since.
  • Catalyst Funds Management's Wendy's position peaked at $199K in Q1 2025.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Catalyst Funds Management's 13F filing for Q1 2026, filed 11 May 2026.