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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 		$100 Buy
+2,500
New +$21.6K ﹤0.01% 4149

Other funds holding WEN

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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 $3.38T AUM 44.17% 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

Global Retirement Partners's WEN Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Wendy's (WEN) in Q2 2026: 3,273 shares worth $27.1K. The stake represents ﹤0.01% of the portfolio and ranks #2885 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in WEN as recently as Q4 2025.

Global Retirement Partners first reported a position in WEN in Q4 2017 and has held it in 29 quarters since. The position peaked at $52.3K in Q4 2023. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Global Retirement Partners held 3,273 shares of Wendy's worth $27.1K as of Q2 2026.
  • Wendy's was a new Global Retirement Partners position in Q2 2026.
  • Wendy's made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2885 holding.
  • Global Retirement Partners first reported a position in Wendy's in Q4 2017 and has held it in 29 quarters since.
  • Global Retirement Partners's Wendy's position peaked at $52.3K in Q4 2023.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.