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Copley Financial Group’s Wendy's WEN Stock Holding History

Copley Financial 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
Q3 		– Sell
-26,194
Closed -$299K – 128
2025
Q2 		$299K Sell
26,194
-384
-1% -$4.68K 0.22% 86
2025
Q1 		$389K Buy
26,578
+525
+2% +$7.9K 0.3% 80
2024
Q4 		$425K Buy
26,053
+304
+1% +$5.55K 0.33% 74
2024
Q3 		$451K Buy
+25,749
New +$438K 0.41% 71

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Copley Financial Group's WEN Position: Q3 2025 in Review

Copley Financial Group sold out of Wendy's (WEN) in Q3 2025, closing a stake of 26,194 shares — an estimated $299K sold.

Copley Financial Group first reported a position in WEN in Q3 2024 and held it in 4 quarters. The position peaked at $451K in Q3 2024. 403 funds tracked by Wall St. Rank hold WEN as of Q3 2025.

  • Copley Financial Group reported no remaining Wendy's position as of Q3 2025 after selling out during the quarter.
  • Copley Financial Group sold 26,194 Wendy's shares in Q3 2025, an estimated $299K.
  • Copley Financial Group first reported a position in Wendy's in Q3 2024 and held it in 4 quarters.
  • Copley Financial Group's Wendy's position peaked at $451K in Q3 2024.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q3 2025.

Based on Copley Financial Group's 13F filing for Q3 2025, filed 18 Nov 2025.