EW
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Evoke Wealth’s Wendy's WEN Stock Holding History

Evoke Wealth’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
-22,174
Closed -$185K – 762
2025
Q4 		$185K Sell
22,174
-7,481
-25% -$64.6K ﹤0.01% 646
2025
Q3 		$272K Sell
29,655
-1,550
-5% -$15.9K 0.01% 528
2025
Q2 		$356K Buy
31,205
+17,323
+125% +$211K 0.01% 418
2025
Q1 		$203K Buy
13,882
+3,253
+31% +$48.9K 0.01% 425
2024
Q4 		$173K Sell
10,629
-1,078
-9% -$19.7K ﹤0.01% 414
2024
Q3 		$205K Buy
+11,707
New +$199K 0.01% 392
2023
Q1 		– Sell
-9,121
Closed -$206K – 379
2022
Q4 		$206K Buy
9,121
+114
+1% +$2.43K 0.01% 330
2022
Q3 		$168K Sell
9,007
-36
-0.4% -$725 0.01% 348
2022
Q2 		$171K Buy
9,043
+14
+0.2% +$265 0.01% 333
2022
Q1 		$198K Sell
9,029
-20
-0.2% -$451 0.01% 357
2021
Q4 		$216K Buy
9,049
+49
+0.5% +$1.09K 0.01% 350
2021
Q3 		$195K Buy
+9,000
New +$205K 0.01% 340

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

Evoke Wealth's WEN Position: Q1 2026 in Review

Evoke Wealth sold out of Wendy's (WEN) in Q1 2026, closing a stake of 22,174 shares — an estimated $185K sold.

Evoke Wealth first reported a position in WEN in Q3 2021 and held it in 12 quarters. The position peaked at $356K in Q2 2025. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Evoke Wealth reported no remaining Wendy's position as of Q1 2026 after selling out during the quarter.
  • Evoke Wealth sold 22,174 Wendy's shares in Q1 2026, an estimated $185K.
  • Evoke Wealth first reported a position in Wendy's in Q3 2021 and held it in 12 quarters.
  • Evoke Wealth's Wendy's position peaked at $356K in Q2 2025.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.