Dmitry Balyasny’s Wendy's WEN Stock Holding History

Dmitry Balyasny’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	$3.32M	Buy	+400,000	New	+$2.86M	﹤0.01%	1574
2025 Q3	–	Sell	-122,500	Closed	-$1.4M	–	3514
2025 Q2	$1.4M	Buy	+122,500	New	+$1.49M	﹤0.01%	1909

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

Dmitry Balyasny's WEN Position: Q1 2026 in Review

Dmitry Balyasny sold out of Wendy's (WEN) in Q1 2026, closing a stake of 17,437 shares — an estimated $145K sold.

Dmitry Balyasny first reported a position in WEN in Q3 2015 and held it in 26 quarters. The position peaked at $68.2M in Q1 2018. 410 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

Dmitry Balyasny reported no remaining Wendy's position as of Q1 2026 after selling out during the quarter.
Dmitry Balyasny sold 17,437 Wendy's shares in Q1 2026, an estimated $145K.
Dmitry Balyasny first reported a position in Wendy's in Q3 2015 and held it in 26 quarters.
Dmitry Balyasny's Wendy's position peaked at $68.2M in Q1 2018.
410 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.