Cerity Partners
WEN icon

Cerity Partners’s Wendy's WEN Stock Holding History

Cerity Partners’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 		$1.01M Sell
145,200
-392,289
-73% -$3.02M ﹤0.01% 1859
2025
Q4 		$4.48M Buy
537,489
+53,549
+11% +$462K 0.01% 966
2025
Q3 		$4.43M Buy
483,940
+805
+0.2% +$8.27K 0.01% 911
2025
Q2 		$5.52M Buy
483,135
+317,647
+192% +$3.87M 0.01% 760
2025
Q1 		$2.42M Sell
165,488
-29,780
-15% -$448K ﹤0.01% 1025
2024
Q4 		$3.21M Sell
195,268
-57,768
-23% -$1.05M 0.01% 899
2024
Q3 		$4.43M Buy
253,036
+169,407
+203% +$2.88M 0.01% 741
2024
Q2 		$1.42M Buy
83,629
+71,592
+595% +$1.3M ﹤0.01% 1073
2024
Q1 		$227K Buy
+12,037
New +$226K ﹤0.01% 2041

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

Cerity Partners's WEN Position: Q1 2026 in Review

Cerity Partners reduced its Wendy's (WEN) stake by 73% in Q1 2026, selling an estimated $3.02M and leaving 145,200 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1859.

Cerity Partners first reported a position in WEN in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.52M in Q2 2025. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Cerity Partners held 145,200 shares of Wendy's worth $1.01M as of Q1 2026.
  • Cerity Partners sold 392,289 Wendy's shares in Q1 2026, an estimated $3.02M.
  • Wendy's made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1859 holding.
  • Cerity Partners first reported a position in Wendy's in Q1 2024 and has held it in 9 quarters since.
  • Cerity Partners's Wendy's position peaked at $5.52M in Q2 2025.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.