GRP
WEN icon

Global Retirement Partners’s Wendy's WEN Stock Holding History

Global Retirement Partners’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
Q4 		$22.9K Buy
2,748
+513
+23% +$4.43K ﹤0.01% 2810
2025
Q3 		$20.5K Buy
2,235
+92
+4% +$945 ﹤0.01% 2389
2025
Q2 		$24.5K Buy
+2,143
New +$26.1K ﹤0.01% 2183
2024
Q4 		$41K Buy
2,514
+21
+0.8% +$383 ﹤0.01% 1716
2024
Q3 		$43.7K Sell
2,493
-63
-2% -$1.07K ﹤0.01% 1619
2024
Q2 		$43.3K Buy
2,556
+4
+0.2% +$73 ﹤0.01% 1615
2024
Q1 		$48.1K Sell
2,552
-199
-7% -$3.74K ﹤0.01% 1434
2023
Q4 		$52.3K Buy
2,751
+55
+2% +$1.06K ﹤0.01% 1345
2023
Q3 		$52.1K Buy
2,696
+499
+23% +$10.4K ﹤0.01% 1252
2023
Q2 		$47.8K Buy
2,197
+1
+0% +$22 ﹤0.01% 1301
2023
Q1 		$48.1K Buy
2,196
+61
+3% +$1.34K ﹤0.01% 1259
2022
Q4 		$48.3K Buy
2,135
+1,270
+147% +$27.1K ﹤0.01% 1103
2022
Q3 		$18K Buy
865
+630
+268% +$12.7K ﹤0.01% 1455
2022
Q2 		$4K Buy
235
+16
+7% +$303 ﹤0.01% 2010
2022
Q1 		$4K Buy
+219
New +$4.93K ﹤0.01% 2004
2021
Q4 		– Sell
-201
Closed -$4K – 1807
2021
Q3 		$4K Buy
201
+1
+0.5% +$23 ﹤0.01% 1719
2021
Q2 		$5K Buy
+200
New +$4.59K ﹤0.01% 1597
2020
Q4 		– Sell
-280
Closed -$6K – 1814
2020
Q3 		$6K Buy
+280
New +$6.17K ﹤0.01% 1291
2020
Q2 		– Sell
-57
Closed -$1K – 1736
2020
Q1 		$1K Hold
57
– – ﹤0.01% 1536
2019
Q4 		$1K Buy
57
+1
+2% +$21 ﹤0.01% 1574
2019
Q3 		$1K Hold
56
– – ﹤0.01% 1557
2019
Q2 		$1K Hold
56
– – ﹤0.01% 1552
2019
Q1 		$1K Hold
56
– – ﹤0.01% 1490
2018
Q4 		$1K Buy
56
+1
+2% +$17 ﹤0.01% 1423
2018
Q3 		$1K Hold
55
– – ﹤0.01% 1503
2018
Q2 		$1K Hold
55
– – ﹤0.01% 1497
2018
Q1 		$1K Hold
55
– – ﹤0.01% 1449
2017
Q4 		$1K Buy
+55
New +$836 ﹤0.01% 1398

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Global Retirement Partners's WEN Position: Q4 2025 in Review

Global Retirement Partners increased its Wendy's (WEN) stake by 23% in Q4 2025, buying an estimated $4.43K and bringing the position to 2,748 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2810.

Global Retirement Partners first reported a position in WEN in Q4 2017 and has held it in 28 quarters since. The position peaked at $52.3K in Q4 2023. 426 funds tracked by Wall St. Rank hold WEN as of Q4 2025.

  • Global Retirement Partners held 2,748 shares of Wendy's worth $22.9K as of Q4 2025.
  • Global Retirement Partners bought 513 Wendy's shares in Q4 2025, an estimated $4.43K.
  • Wendy's made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2810 holding.
  • Global Retirement Partners first reported a position in Wendy's in Q4 2017 and has held it in 28 quarters since.
  • Global Retirement Partners's Wendy's position peaked at $52.3K in Q4 2023.
  • 426 funds tracked by Wall St. Rank held Wendy's as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.