CIBC Private Wealth Group
WEN icon

CIBC Private Wealth Group’s Wendy's WEN Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$135K Sell
16,203
-8,191
-34% -$70.7K ﹤0.01% 1376
2025
Q3 		$223K Buy
24,394
+2,205
+10% +$22.6K ﹤0.01% 1136
2025
Q2 		$253K Buy
22,189
+5,181
+30% +$63.2K ﹤0.01% 1028
2025
Q1 		$211K Sell
17,008
-582
-3% -$8.75K ﹤0.01% 1060
2024
Q4 		$267K Sell
17,590
-2,349
-12% -$42.9K ﹤0.01% 1054
2024
Q3 		$349K Buy
19,939
+1,045
+6% +$17.8K ﹤0.01% 983
2024
Q2 		$299K Buy
18,894
+8,606
+84% +$156K ﹤0.01% 952
2024
Q1 		$191K Buy
+10,288
New +$193K ﹤0.01% 1138
2021
Q2 		– Sell
-16,473
Closed -$333K – 1072
2021
Q1 		$333K Sell
16,473
-72
-0.4% -$1.5K ﹤0.01% 885
2020
Q4 		$363K Hold
16,545
– – ﹤0.01% 833
2020
Q3 		$369K Buy
16,545
+72
+0.4% +$1.59K ﹤0.01% 736
2020
Q2 		$359K Hold
16,473
– – ﹤0.01% 549
2020
Q1 		$245K Sell
16,473
-20,000
-55% -$393K ﹤0.01% 763
2019
Q4 		$810K Sell
36,473
-1,330
-4% -$28.2K ﹤0.01% 615
2019
Q3 		$755K Buy
37,803
+21,667
+134% +$432K ﹤0.01% 617
2019
Q2 		$316K Buy
+16,136
New +$304K ﹤0.01% 800
2018
Q3 		– Sell
-462
Closed -$8K – 1736
2018
Q2 		$8K Sell
462
-150
-25% -$2.55K ﹤0.01% 1629
2018
Q1 		$11K Buy
612
+150
+32% +$2.49K ﹤0.01% 1515
2017
Q4 		$8K Buy
+462
New +$7.02K ﹤0.01% 1604

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CIBC Private Wealth Group's WEN Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Wendy's (WEN) stake by 34% in Q4 2025, selling an estimated $70.7K and leaving 16,203 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

CIBC Private Wealth Group first reported a position in WEN in Q4 2017 and has held it in 19 quarters since. The position peaked at $810K in Q4 2019. 428 funds tracked by Wall St. Rank hold WEN as of Q4 2025.

  • CIBC Private Wealth Group held 16,203 shares of Wendy's worth $135K as of Q4 2025.
  • CIBC Private Wealth Group sold 8,191 Wendy's shares in Q4 2025, an estimated $70.7K.
  • Wendy's made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1376 holding.
  • CIBC Private Wealth Group first reported a position in Wendy's in Q4 2017 and has held it in 19 quarters since.
  • CIBC Private Wealth Group's Wendy's position peaked at $810K in Q4 2019.
  • 428 funds tracked by Wall St. Rank held Wendy's as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.