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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
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 $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

Chicago Partners Investment Group's WEN Position: Q1 2026 in Review

Chicago Partners Investment Group sold out of Wendy's (WEN) in Q1 2026, closing a stake of 21,357 shares — an estimated $180K sold.

Chicago Partners Investment Group first reported a position in WEN in Q1 2017 and held it in 12 quarters. The position peaked at $300K in Q3 2025. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Chicago Partners Investment Group reported no remaining Wendy's position as of Q1 2026 after selling out during the quarter.
  • Chicago Partners Investment Group sold 21,357 Wendy's shares in Q1 2026, an estimated $180K.
  • Chicago Partners Investment Group first reported a position in Wendy's in Q1 2017 and held it in 12 quarters.
  • Chicago Partners Investment Group's Wendy's position peaked at $300K in Q3 2025.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.