Fund 1 Investments’s Wendy's WEN Stock Holding History

Fund 1 Investments’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 Q2	–	Sell	-2,500,000	Closed	-$36.6M	–	89
2025 Q1	$36.6M	Buy	+2,500,000	New	+$37.6M	1.64%	11

Other funds holding WEN

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fund 1 Investments's WEN Position: Q2 2025 in Review

Fund 1 Investments sold out of Wendy's (WEN) in Q2 2025, closing a stake of 215,000 shares — an estimated $3.15M sold.

Fund 1 Investments first reported a position in WEN in Q1 2025 and held it in 1 quarter. The position peaked at $3.15M in Q1 2025. 401 funds tracked by Wall St. Rank hold WEN as of Q2 2025.

Fund 1 Investments reported no remaining Wendy's position as of Q2 2025 after selling out during the quarter.
Fund 1 Investments sold 215,000 Wendy's shares in Q2 2025, an estimated $3.15M.
Fund 1 Investments first reported a position in Wendy's in Q1 2025 and held it in 1 quarter.
Fund 1 Investments's Wendy's position peaked at $3.15M in Q1 2025.
401 funds tracked by Wall St. Rank held Wendy's as of Q2 2025.

Based on Fund 1 Investments's 13F filing for Q2 2025, filed 14 Aug 2025.