GI
WEN icon

GAMMA Investing’s Wendy's WEN Stock Holding History

GAMMA Investing’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
2026
Q2 		$73.7K Sell
8,889
-4,788
-35% -$34.2K ﹤0.01% 2041
2026
Q1 		$95.1K Buy
13,677
+3,130
+30% +$24.1K ﹤0.01% 1713
2025
Q4 		$87.9K Buy
10,547
+9,984
+1,773% +$86.2K ﹤0.01% 1677
2025
Q3 		$5.16K Sell
563
-981
-64% -$10.1K ﹤0.01% 3169
2025
Q2 		$17.6K Sell
1,544
-2,722
-64% -$33.2K ﹤0.01% 2523
2025
Q1 		$62.4K Buy
4,266
+2,033
+91% +$30.6K ﹤0.01% 1632
2024
Q4 		$36.4K Buy
2,233
+1,400
+168% +$25.6K ﹤0.01% 1913
2024
Q3 		$14.6K Buy
833
+150
+22% +$2.55K ﹤0.01% 2282
2024
Q2 		$11.6K Buy
683
+406
+147% +$7.38K ﹤0.01% 2170
2024
Q1 		$5.22K Sell
277
-4
-1% -$75 ﹤0.01% 2394
2023
Q4 		$5.37K Buy
+281
New +$5.41K ﹤0.01% 2207

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 Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GAMMA Investing's WEN Position: Q2 2026 in Review

GAMMA Investing reduced its Wendy's (WEN) stake by 35% in Q2 2026, selling an estimated $34.2K and leaving 8,889 shares worth $73.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2041.

GAMMA Investing first reported a position in WEN in Q4 2023 and has held it in 11 quarters since. The position peaked at $95.1K in Q1 2026. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • GAMMA Investing held 8,889 shares of Wendy's worth $73.7K as of Q2 2026.
  • GAMMA Investing sold 4,788 Wendy's shares in Q2 2026, an estimated $34.2K.
  • Wendy's made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #2041 holding.
  • GAMMA Investing first reported a position in Wendy's in Q4 2023 and has held it in 11 quarters since.
  • GAMMA Investing's Wendy's position peaked at $95.1K in Q1 2026.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.