David Shaw’s Wendy's WEN Stock Holding History

David Shaw’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 Q2	$2.32M	Buy	+279,300	New	+$2M	﹤0.01%	3076
2026 Q1	–	Sell	-600,000	Closed	-$5M	–	5115
2025 Q4	$5M	Buy	600,000 +300,000	+100%	+$2.59M	﹤0.01%	2295
2025 Q3	$2.75M	Buy	+300,000	New	+$3.08M	﹤0.01%	2725
2015 Q1	–	Sell	-13,000	Closed	-$117K	–	4065
2014 Q4	$117K	Hold	13,000	–	–	﹤0.01%	3888
2014 Q3	$107K	Hold	13,000	–	–	﹤0.01%	3975
2014 Q2	$111K	Hold	13,000	–	–	﹤0.01%	4074
2014 Q1	$119K	Hold	13,000	–	–	﹤0.01%	4156
2013 Q4	$113K	Hold	13,000	–	–	﹤0.01%	4358
2013 Q3	$110K	Buy	+13,000	New	+$97.5K	﹤0.01%	4180

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

David Shaw's WEN Position: Q2 2026 in Review

David Shaw opened a new position in Wendy's (WEN) in Q2 2026: 43,067 shares worth $357K. The stake represents ﹤0.01% of the portfolio and ranks #4339 among its holdings. This is a return to the name: David Shaw previously reported a position in WEN as recently as Q4 2025.

David Shaw first reported a position in WEN in Q2 2013 and has held it in 44 quarters since. The position peaked at $66.2M in Q1 2021. 401 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

David Shaw held 43,067 shares of Wendy's worth $357K as of Q2 2026.
Wendy's was a new David Shaw position in Q2 2026.
Wendy's made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #4339 holding.
David Shaw first reported a position in Wendy's in Q2 2013 and has held it in 44 quarters since.
David Shaw's Wendy's position peaked at $66.2M in Q1 2021.
401 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.