Empowered Funds’s Wendy's WEN Stock Holding History

Empowered Funds’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	$750K	Buy	90,499 +13,709	+18%	+$98K	﹤0.01%	1538
2026 Q1	$534K	Buy	76,790 +14,438	+23%	+$111K	﹤0.01%	1627
2025 Q4	$519K	Buy	62,352 +5,280	+9%	+$45.6K	0.01%	745
2025 Q3	$523K	Sell	57,072 -7,911	-12%	-$81.3K	0.01%	1392
2025 Q2	$742K	Buy	+64,983	New	+$793K	0.01%	1188
2025 Q1	–	Sell	-30,137	Closed	-$491K	–	1808
2024 Q4	$491K	Sell	30,137 -5,589	-16%	-$102K	0.01%	1186
2024 Q3	$626K	Buy	35,726 +13,747	+63%	+$234K	0.01%	1037
2024 Q2	$373K	Buy	+21,979	New	+$399K	0.01%	1141
2023 Q4	–	Sell	-24,068	Closed	-$491K	–	1332
2023 Q3	$491K	Buy	+24,068	New	+$503K	0.01%	925
2017 Q4	–	Sell	-50,116	Closed	-$778K	–	123
2017 Q3	$778K	Buy	+50,116	New	+$768K	0.5%	76

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

Empowered Funds's WEN Position: Q2 2026 in Review

Empowered Funds increased its Wendy's (WEN) stake by 18% in Q2 2026, buying an estimated $98K and bringing the position to 90,499 shares worth $750K. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

Empowered Funds first reported a position in WEN in Q3 2017 and has held it in 10 quarters since. The position peaked at $778K in Q3 2017. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

Empowered Funds held 90,499 shares of Wendy's worth $750K as of Q2 2026.
Empowered Funds bought 13,709 Wendy's shares in Q2 2026, an estimated $98K.
Wendy's made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1538 holding.
Empowered Funds first reported a position in Wendy's in Q3 2017 and has held it in 10 quarters since.
Empowered Funds's Wendy's position peaked at $778K in Q3 2017.
403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.