Chicago Partners Investment Group’s Wendy's WEN Stock Holding History

Chicago Partners Investment Group’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	$78.6K	Buy	+10,964	New	+$78.4K	﹤0.01%	1498
2026 Q1	–	Sell	-21,357	Closed	-$180K	–	1549
2025 Q4	$180K	Sell	21,357 -12,955	-38%	-$112K	﹤0.01%	1241
2025 Q3	$300K	Buy	34,312 +14,244	+71%	+$146K	0.01%	950
2025 Q2	$227K	Buy	20,068 +7,224	+56%	+$88.1K	0.01%	982
2025 Q1	$151K	Sell	12,844 -5,119	-28%	-$77K	0.01%	881
2024 Q4	$273K	Buy	17,963 +7,831	+77%	+$143K	0.01%	694
2024 Q3	$194K	Buy	+10,132	New	+$172K	0.01%	767
2018 Q4	–	Sell	-1,050	Closed	-$18K	–	922
2018 Q3	$18K	Hold	1,050	–	–	﹤0.01%	707
2018 Q2	$18K	Hold	1,050	–	–	﹤0.01%	686
2018 Q1	$18K	Hold	1,050	–	–	﹤0.01%	667
2017 Q4	$17K	Hold	1,050	–	–	﹤0.01%	655
2017 Q3	$16K	Buy	+1,050	New	+$16.1K	﹤0.01%	688
2017 Q2	–	Sell	-1,050	Closed	-$14K	–	798
2017 Q1	$14K	Buy	+1,050	New	+$14.3K	﹤0.01%	430

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

Chicago Partners Investment Group's WEN Position: Q2 2026 in Review

Chicago Partners Investment Group opened a new position in Wendy's (WEN) in Q2 2026: 10,964 shares worth $78.6K. The stake represents ﹤0.01% of the portfolio and ranks #1498 among its holdings. This is a return to the name: Chicago Partners Investment Group previously reported a position in WEN as recently as Q4 2025.

Chicago Partners Investment Group first reported a position in WEN in Q1 2017 and has held it in 13 quarters since. The position peaked at $300K in Q3 2025. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

Chicago Partners Investment Group held 10,964 shares of Wendy's worth $78.6K as of Q2 2026.
Wendy's was a new Chicago Partners Investment Group position in Q2 2026.
Wendy's made up ﹤0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1498 holding.
Chicago Partners Investment Group first reported a position in Wendy's in Q1 2017 and has held it in 13 quarters since.
Chicago Partners Investment Group's Wendy's position peaked at $300K in Q3 2025.
403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.