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Financial Advocates Investment Management’s Wendy's WEN Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-10,936
Closed -$125K – 596
2025
Q2 		$125K Sell
10,936
-502
-4% -$6.12K 0.01% 599
2025
Q1 		$167K Buy
11,438
+25
+0.2% +$376 0.01% 689
2024
Q4 		$186K Sell
11,413
-250
-2% -$4.56K 0.01% 703
2024
Q3 		$204K Sell
11,663
-219
-2% -$3.73K 0.01% 716
2024
Q2 		$202K Sell
11,882
-3,528
-23% -$64.1K 0.01% 672
2024
Q1 		$290K Buy
15,410
+654
+4% +$12.3K 0.02% 604
2023
Q4 		$287K Buy
14,756
+293
+2% +$5.64K 0.02% 570
2023
Q3 		$295K Buy
14,463
+227
+2% +$4.74K 0.02% 525
2023
Q2 		$310K Buy
14,236
+165
+1% +$3.68K 0.02% 514
2023
Q1 		$306K Buy
14,071
+3,646
+35% +$80.1K 0.02% 550
2022
Q4 		$236K Sell
10,425
-139
-1% -$2.97K 0.02% 629
2022
Q3 		$197K Sell
10,564
-143
-1% -$2.88K 0.02% 695
2022
Q2 		$202K Sell
10,707
-446
-4% -$8.45K 0.02% 626
2022
Q1 		$245K Sell
11,153
-3,456
-24% -$77.9K 0.02% 632
2021
Q4 		$348K Sell
14,609
-1,086
-7% -$24.2K 0.02% 592
2021
Q3 		$340K Sell
15,695
-670
-4% -$15.3K 0.02% 581
2021
Q2 		$383K Buy
16,365
+21
+0.1% +$482 0.03% 544
2021
Q1 		$331K Sell
16,344
-1,385
-8% -$28.8K 0.02% 576
2020
Q4 		$389K Sell
17,729
-547
-3% -$12.5K 0.03% 499
2020
Q3 		$407K Buy
18,276
+3,246
+22% +$71.5K 0.03% 413
2020
Q2 		$327K Buy
15,030
+598
+4% +$11.9K 0.03% 447
2020
Q1 		$215K Buy
+14,432
New +$284K 0.03% 427

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Financial Advocates Investment Management's WEN Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Wendy's (WEN) in Q3 2025, closing a stake of 10,936 shares — an estimated $125K sold.

Financial Advocates Investment Management first reported a position in WEN in Q1 2020 and held it in 22 quarters. The position peaked at $407K in Q3 2020. 403 funds tracked by Wall St. Rank hold WEN as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Wendy's position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 10,936 Wendy's shares in Q3 2025, an estimated $125K.
  • Financial Advocates Investment Management first reported a position in Wendy's in Q1 2020 and held it in 22 quarters.
  • Financial Advocates Investment Management's Wendy's position peaked at $407K in Q3 2020.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.