Evolve Private Wealth’s Wendy's WEN Stock Holding History

Evolve Private 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 Q2	–	Sell	-11,415	Closed	-$79.3K	–	1244
2026 Q1	$79.3K	Sell	11,415 -9,292	-45%	-$71.5K	﹤0.01%	982
2025 Q4	$172K	Buy	+20,707	New	+$179K	0.01%	882

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evolve Private Wealth's WEN Position: Q2 2026 in Review

Evolve Private Wealth sold out of Wendy's (WEN) in Q2 2026, closing a stake of 11,415 shares — an estimated $79.3K sold.

Evolve Private Wealth first reported a position in WEN in Q4 2025 and held it in 2 quarters. The position peaked at $172K in Q4 2025. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

Evolve Private Wealth reported no remaining Wendy's position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 11,415 Wendy's shares in Q2 2026, an estimated $79.3K.
Evolve Private Wealth first reported a position in Wendy's in Q4 2025 and held it in 2 quarters.
Evolve Private Wealth's Wendy's position peaked at $172K in Q4 2025.
403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.