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FORA Capital’s Wendy's WEN Stock Holding History

FORA Capital’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
-25,437
Closed -$290K – 689
2025
Q2 		$290K Buy
+25,437
New +$310K 0.03% 408
2025
Q1 		– Sell
-13,002
Closed -$212K – 658
2024
Q4 		$212K Sell
13,002
-13,523
-51% -$247K 0.02% 347
2024
Q3 		$465K Buy
+26,525
New +$452K 0.05% 295
2021
Q3 		– Sell
-51,160
Closed -$1.2M – 878
2021
Q2 		$1.2M Buy
+51,160
New +$1.17M 0.22% 117
2020
Q1 		– Sell
-22,158
Closed -$492K – 1378
2019
Q4 		$492K Buy
+22,158
New +$470K 0.05% 400

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
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 $2.9T AUM 29.55% 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 $481B AUM 30.42% 1-Year Est. Return