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Essential Partners’s Wendy's WEN Stock Holding History

Essential Partners’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 		$497 Sell
60
-15,613
-100% -$112K ﹤0.01% 2477
2026
Q1 		$109K Sell
15,673
-47,238
-75% -$364K 0.04% 407
2025
Q4 		$524K Sell
62,911
-9,739
-13% -$84K 0.16% 177
2025
Q3 		$665K Hold
72,650
– – 0.22% 125
2025
Q2 		$830K Buy
+72,650
New +$886K 0.33% 87

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Essential Partners's WEN Position: Q2 2026 in Review

Essential Partners reduced its Wendy's (WEN) stake by 100% in Q2 2026, selling an estimated $112K and leaving 60 shares worth $497. The position accounts for ﹤0.01% of the portfolio, ranked #2477.

Essential Partners first reported a position in WEN in Q2 2025 and has held it in 5 quarters since. The position peaked at $830K in Q2 2025. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Essential Partners held 60 shares of Wendy's worth $497 as of Q2 2026.
  • Essential Partners sold 15,613 Wendy's shares in Q2 2026, an estimated $112K.
  • Wendy's made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2477 holding.
  • Essential Partners first reported a position in Wendy's in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Wendy's position peaked at $830K in Q2 2025.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.