DI
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Disciplined Investments’s Wendy's WEN Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-37
Closed -$805 – 1543
2023
Q2 		$805 Buy
37
+1
+3% +$22 ﹤0.01% 1053
2023
Q1 		$784 Sell
36
-6
-14% -$132 ﹤0.01% 1070
2022
Q4 		$950 Buy
42
+11
+35% +$235 ﹤0.01% 928
2022
Q3 		$1K Buy
31
+8
+35% +$161 ﹤0.01% 1132
2022
Q2 		$0 Sell
23
-9
-28% -$171 ﹤0.01% 1654
2022
Q1 		$1K Buy
+32
New +$721 ﹤0.01% 1236

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return