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Everence Capital Management’s Wendy's WEN Stock Holding History

Everence Capital Management’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 		$140K Sell
16,928
-2,535
-13% -$18.1K 0.01% 850
2026
Q1 		$135K Buy
+19,463
New +$150K 0.01% 775

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

Everence Capital Management's WEN Position: Q2 2026 in Review

Everence Capital Management reduced its Wendy's (WEN) stake by 13% in Q2 2026, selling an estimated $18.1K and leaving 16,928 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #850.

Everence Capital Management first reported a position in WEN in Q1 2026 and has held it in 2 quarters since. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Everence Capital Management held 16,928 shares of Wendy's worth $140K as of Q2 2026.
  • Everence Capital Management sold 2,535 Wendy's shares in Q2 2026, an estimated $18.1K.
  • Wendy's made up 0.01% of Everence Capital Management's portfolio in Q2 2026, its #850 holding.
  • Everence Capital Management first reported a position in Wendy's in Q1 2026 and has held it in 2 quarters since.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.