Diligent Investors’s Wendy's WEN Stock Holding History

Diligent Investors’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	-18,298	Closed	-$168K	–	356
2025 Q3	$168K	Buy	+18,298	New	+$188K	0.04%	323

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 Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Diligent Investors's WEN Position: Q4 2025 in Review

Diligent Investors sold out of Wendy's (WEN) in Q4 2025, closing a stake of 18,298 shares — an estimated $168K sold.

Diligent Investors first reported a position in WEN in Q3 2025 and held it in 1 quarter. The position peaked at $168K in Q3 2025. 429 funds tracked by Wall St. Rank hold WEN as of Q4 2025.

Diligent Investors reported no remaining Wendy's position as of Q4 2025 after selling out during the quarter.
Diligent Investors sold 18,298 Wendy's shares in Q4 2025, an estimated $168K.
Diligent Investors first reported a position in Wendy's in Q3 2025 and held it in 1 quarter.
Diligent Investors's Wendy's position peaked at $168K in Q3 2025.
429 funds tracked by Wall St. Rank held Wendy's as of Q4 2025.

Based on Diligent Investors's 13F filing for Q4 2025, filed 23 Jan 2026.