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Crewe Advisors’s Wendy's WEN Stock Holding History

Crewe Advisors’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 		– Sell
-440
Closed -$4.03K – 1133
2025
Q3 		$4.03K Buy
440
+206
+88% +$2.12K ﹤0.01% 755
2025
Q2 		$2.67K Buy
234
+3
+1% +$37 ﹤0.01% 566
2025
Q1 		$3.38K Buy
231
+4
+2% +$60 ﹤0.01% 512
2024
Q4 		$3.7K Buy
+227
New +$4.14K ﹤0.01% 497
2022
Q4 		– Sell
-152
Closed -$3K – 1298
2022
Q3 		$3K Hold
152
– – ﹤0.01% 999
2022
Q2 		$3K Buy
+152
New +$2.88K ﹤0.01% 934

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

Crewe Advisors's WEN Position: Q4 2025 in Review

Crewe Advisors sold out of Wendy's (WEN) in Q4 2025, closing a stake of 440 shares — an estimated $4.03K sold.

Crewe Advisors first reported a position in WEN in Q2 2022 and held it in 6 quarters. The position peaked at $4.03K in Q3 2025. 427 funds tracked by Wall St. Rank hold WEN as of Q4 2025.

  • Crewe Advisors reported no remaining Wendy's position as of Q4 2025 after selling out during the quarter.
  • Crewe Advisors sold 440 Wendy's shares in Q4 2025, an estimated $4.03K.
  • Crewe Advisors first reported a position in Wendy's in Q2 2022 and held it in 6 quarters.
  • Crewe Advisors's Wendy's position peaked at $4.03K in Q3 2025.
  • 427 funds tracked by Wall St. Rank held Wendy's as of Q4 2025.

Based on Crewe Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.