CIBC Asset Management
WEN icon

CIBC Asset Management’s Wendy's WEN Stock Holding History

CIBC Asset Management’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
Q3 		$104K Buy
16,255
+153
+1% +$1.18K ﹤0.01% 1345
2026
Q2 		$133K Sell
16,102
-372
-2% -$2.66K ﹤0.01% 1362
2026
Q1 		$114K Sell
16,474
-409
-2% -$3.15K ﹤0.01% 1296
2025
Q4 		$141K Buy
16,883
+4,960
+42% +$42.8K ﹤0.01% 1269
2025
Q3 		$109K Buy
+11,923
New +$122K ﹤0.01% 1209
2022
Q2 		– Sell
-9,526
Closed -$209K – 1485
2022
Q1 		$209K Hold
9,526
– – ﹤0.01% 1357
2021
Q4 		$227K Buy
+9,526
New +$212K ﹤0.01% 1295
2016
Q1 		– Sell
-11,076
Closed -$119K – 964
2015
Q4 		$119K Hold
11,076
– – ﹤0.01% 889
2015
Q3 		$96K Hold
11,076
– – ﹤0.01% 902
2015
Q2 		$125K Sell
11,076
-216
-2% -$2.38K ﹤0.01% 942
2015
Q1 		$123K Sell
11,292
-53
-0.5% -$567 ﹤0.01% 935
2014
Q4 		$102K Sell
11,345
-1,527
-12% -$12.9K ﹤0.01% 919
2014
Q3 		$106K Hold
12,872
– – ﹤0.01% 946
2014
Q2 		$110K Hold
12,872
– – ﹤0.01% 764
2014
Q1 		$117K Sell
12,872
-4,433
-26% -$40.6K ﹤0.01% 974
2013
Q4 		$151K Hold
17,305
– – ﹤0.01% 884
2013
Q3 		$147K Buy
17,305
+560
+3% +$4.2K ﹤0.01% 809
2013
Q2 		$98K Buy
+16,745
New +$97K ﹤0.01% 836

Other funds holding WEN

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return

CIBC Asset Management's WEN Position: Q3 2026 in Review

CIBC Asset Management increased its Wendy's (WEN) stake by 0.95% in Q3 2026, buying an estimated $1.18K and bringing the position to 16,255 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

CIBC Asset Management first reported a position in WEN in Q2 2013 and has held it in 18 quarters since. The position peaked at $227K in Q4 2021. 230 funds tracked by Wall St. Rank hold WEN as of Q3 2026.

  • CIBC Asset Management held 16,255 shares of Wendy's worth $104K as of Q3 2026.
  • CIBC Asset Management bought 153 Wendy's shares in Q3 2026, an estimated $1.18K.
  • Wendy's made up ﹤0.01% of CIBC Asset Management's portfolio in Q3 2026, its #1345 holding.
  • CIBC Asset Management first reported a position in Wendy's in Q2 2013 and has held it in 18 quarters since.
  • CIBC Asset Management's Wendy's position peaked at $227K in Q4 2021.
  • 230 funds tracked by Wall St. Rank held Wendy's as of Q3 2026.

Based on CIBC Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.