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Global Financial Private Client’s Wendy's WEN Stock Holding History

Global Financial Private Client’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
-32
Closed -$468 – 1590
2025
Q1 		$468 Buy
32
+23
+256% +$346 ﹤0.01% 1300
2024
Q4 		$147 Buy
+9
New +$164 ﹤0.01% 1384

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Global Financial Private Client's WEN Position: Q2 2025 in Review

Global Financial Private Client sold out of Wendy's (WEN) in Q2 2025, closing a stake of 32 shares — an estimated $468 sold.

Global Financial Private Client first reported a position in WEN in Q4 2024 and held it in 2 quarters. The position peaked at $468 in Q1 2025. 402 funds tracked by Wall St. Rank hold WEN as of Q2 2025.

  • Global Financial Private Client reported no remaining Wendy's position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 32 Wendy's shares in Q2 2025, an estimated $468.
  • Global Financial Private Client first reported a position in Wendy's in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Wendy's position peaked at $468 in Q1 2025.
  • 402 funds tracked by Wall St. Rank held Wendy's as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.