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Foundations Investment Advisors’s Wendy's WEN Stock Holding History

Foundations Investment Advisors’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
-11,329
Closed -$129K – 1100
2025
Q2 		$129K Buy
11,329
+80
+0.7% +$976 ﹤0.01% 894
2025
Q1 		$165K Buy
11,249
+69
+0.6% +$1.04K ﹤0.01% 825
2024
Q4 		$182K Sell
11,180
-126
-1% -$2.3K ﹤0.01% 807
2024
Q3 		$198K Sell
11,306
-672
-6% -$11.4K ﹤0.01% 780
2024
Q2 		$203K Buy
+11,978
New +$218K ﹤0.01% 723

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

Foundations Investment Advisors's WEN Position: Q3 2025 in Review

Foundations Investment Advisors sold out of Wendy's (WEN) in Q3 2025, closing a stake of 11,329 shares — an estimated $129K sold.

Foundations Investment Advisors first reported a position in WEN in Q2 2024 and held it in 5 quarters. The position peaked at $203K in Q2 2024. 403 funds tracked by Wall St. Rank hold WEN as of Q3 2025.

  • Foundations Investment Advisors reported no remaining Wendy's position as of Q3 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 11,329 Wendy's shares in Q3 2025, an estimated $129K.
  • Foundations Investment Advisors first reported a position in Wendy's in Q2 2024 and held it in 5 quarters.
  • Foundations Investment Advisors's Wendy's position peaked at $203K in Q2 2024.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q3 2025.

Based on Foundations Investment Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.