Centerpoint Advisors’s Wendy's WEN Stock Holding History

Centerpoint 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 Q2	–	Sell	-1,000	Closed	-$15K	–	443
2025 Q1	$15K	Buy	+1,000	New	+$15K	0.01%	286

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Centerpoint Advisors's WEN Position: Q2 2025 in Review

Centerpoint Advisors sold out of Wendy's (WEN) in Q2 2025, closing a stake of 1,000 shares — an estimated $15K sold.

Centerpoint Advisors first reported a position in WEN in Q1 2025 and held it in 1 quarter. The position peaked at $15K in Q1 2025. 402 funds tracked by Wall St. Rank hold WEN as of Q2 2025.

Centerpoint Advisors reported no remaining Wendy's position as of Q2 2025 after selling out during the quarter.
Centerpoint Advisors sold 1,000 Wendy's shares in Q2 2025, an estimated $15K.
Centerpoint Advisors first reported a position in Wendy's in Q1 2025 and held it in 1 quarter.
Centerpoint Advisors's Wendy's position peaked at $15K in Q1 2025.
402 funds tracked by Wall St. Rank held Wendy's as of Q2 2025.

Based on Centerpoint Advisors's 13F filing for Q2 2025, filed 1 Aug 2025.