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 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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIBC Asset Management's WEN Position: Q1 2026 in Review

CIBC Asset Management reduced its Wendy's (WEN) stake by 2.4% in Q1 2026, selling an estimated $3.15K and leaving 16,474 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

CIBC Asset Management first reported a position in WEN in Q2 2013 and has held it in 16 quarters since. The position peaked at $227K in Q4 2021. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

CIBC Asset Management held 16,474 shares of Wendy's worth $114K as of Q1 2026.
CIBC Asset Management sold 409 Wendy's shares in Q1 2026, an estimated $3.15K.
Wendy's made up ﹤0.01% of CIBC Asset Management's portfolio in Q1 2026, its #1296 holding.
CIBC Asset Management first reported a position in Wendy's in Q2 2013 and has held it in 16 quarters since.
CIBC Asset Management's Wendy's position peaked at $227K in Q4 2021.
407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on CIBC Asset Management's 13F filing for Q1 2026, filed 12 May 2026.