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DIA
Dean Investment Associates’s
Wendy's
WEN
Stock Holding History
Dean Investment Associates’s Portfolio
WEN Stock Details
WEN Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
–
Sell
-90,821
Closed
-$1.48M
–
219
2024
Q4
$1.48M
Sell
90,821
-138,033
-60%
-$2.52M
0.21%
175
2024
Q3
$4.01M
Sell
228,854
-61,722
-21%
-$1.05M
0.54%
67
2024
Q2
$4.93M
Sell
290,576
-2,953
-1%
-$53.7K
0.7%
44
2024
Q1
$5.53M
Buy
293,529
+32,071
+12%
+$603K
0.76%
34
2023
Q4
$5.09M
Buy
261,458
+79,715
+44%
+$1.53M
0.73%
43
2023
Q3
$3.71M
Buy
181,743
+65,010
+56%
+$1.36M
0.61%
63
2023
Q2
$2.54M
Buy
116,733
+17,572
+18%
+$392K
0.41%
90
2023
Q1
$2.16M
Buy
99,161
+4,677
+5%
+$103K
0.35%
109
2022
Q4
$2.14M
Buy
94,484
+9,409
+11%
+$201K
0.36%
102
2022
Q3
$1.59M
Buy
85,075
+38,225
+82%
+$770K
0.32%
113
2022
Q2
$885K
Buy
+46,850
New
+$888K
0.17%
196
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1-Year Est. Return
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$1.56T AUM
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1-Year Est. Return
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$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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