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 Q2	$8.29K	Buy	+1,000	New	+$7.15K	﹤0.01%	3395

Other funds holding WEN

TFM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cerity Partners's WEN Position: Q2 2026 in Review

Cerity Partners reduced its Wendy's (WEN) stake by 76% in Q2 2026, selling an estimated $790K and leaving 34,749 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #2826.

Cerity Partners first reported a position in WEN in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.52M in Q2 2025. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

Cerity Partners held 34,749 shares of Wendy's worth $288K as of Q2 2026.
Cerity Partners sold 110,451 Wendy's shares in Q2 2026, an estimated $790K.
Wendy's made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2826 holding.
Cerity Partners first reported a position in Wendy's in Q1 2024 and has held it in 10 quarters since.
Cerity Partners's Wendy's position peaked at $5.52M in Q2 2025.
403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.