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 $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $218B AUM 29.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return