ECM
WEN icon

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

Evergreen 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
Q1 		$428K Buy
61,572
+8,840
+17% +$68K 0.01% 889
2025
Q4 		$439K Buy
52,732
+13,513
+34% +$117K 0.01% 820
2025
Q3 		$359K Buy
+39,219
New +$403K 0.01% 848
2025
Q2 		– Sell
-18,010
Closed -$263K – 1265
2025
Q1 		$263K Buy
18,010
+7,241
+67% +$109K 0.01% 828
2024
Q4 		$176K Buy
+10,769
New +$197K 0.01% 1015

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

Evergreen Capital Management's WEN Position: Q1 2026 in Review

Evergreen Capital Management increased its Wendy's (WEN) stake by 17% in Q1 2026, buying an estimated $68K and bringing the position to 61,572 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #889.

Evergreen Capital Management first reported a position in WEN in Q4 2024 and has held it in 5 quarters since. The position peaked at $439K in Q4 2025. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Evergreen Capital Management held 61,572 shares of Wendy's worth $428K as of Q1 2026.
  • Evergreen Capital Management bought 8,840 Wendy's shares in Q1 2026, an estimated $68K.
  • Wendy's made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #889 holding.
  • Evergreen Capital Management first reported a position in Wendy's in Q4 2024 and has held it in 5 quarters since.
  • Evergreen Capital Management's Wendy's position peaked at $439K in Q4 2025.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.