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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 $4.23B AUM 31.93% 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 $75.4B AUM 14.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FORA Capital's WEN Position: Q3 2025 in Review

FORA Capital sold out of Wendy's (WEN) in Q3 2025, closing a stake of 25,437 shares — an estimated $290K sold.

FORA Capital first reported a position in WEN in Q4 2019 and held it in 5 quarters. The position peaked at $1.2M in Q2 2021. 403 funds tracked by Wall St. Rank hold WEN as of Q3 2025.

  • FORA Capital reported no remaining Wendy's position as of Q3 2025 after selling out during the quarter.
  • FORA Capital sold 25,437 Wendy's shares in Q3 2025, an estimated $290K.
  • FORA Capital first reported a position in Wendy's in Q4 2019 and held it in 5 quarters.
  • FORA Capital's Wendy's position peaked at $1.2M in Q2 2021.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q3 2025.

Based on FORA Capital's 13F filing for Q3 2025, filed 13 Nov 2025.