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EP Wealth Advisors’s Wendy's WEN Stock Holding History

EP Wealth Advisors’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
Q1 		– Sell
-16,256
Closed -$135K – 1604
2025
Q4 		$135K Buy
+16,256
New +$140K ﹤0.01% 1430

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EP Wealth Advisors's WEN Position: Q1 2026 in Review

EP Wealth Advisors sold out of Wendy's (WEN) in Q1 2026, closing a stake of 16,256 shares — an estimated $135K sold.

EP Wealth Advisors first reported a position in WEN in Q4 2025 and held it in 1 quarter. The position peaked at $135K in Q4 2025. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • EP Wealth Advisors reported no remaining Wendy's position as of Q1 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 16,256 Wendy's shares in Q1 2026, an estimated $135K.
  • EP Wealth Advisors first reported a position in Wendy's in Q4 2025 and held it in 1 quarter.
  • EP Wealth Advisors's Wendy's position peaked at $135K in Q4 2025.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.