GI
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Gradient Investments’s Wendy's WEN Stock Holding History

Gradient 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
Q3 		– Sell
-836,626
Closed -$9.55M – 397
2025
Q2 		$9.55M Buy
836,626
+48,736
+6% +$595K 0.17% 146
2025
Q1 		$11.5M Buy
787,890
+15,315
+2% +$230K 0.23% 129
2024
Q4 		$12.6M Buy
772,575
+80,055
+12% +$1.46M 0.26% 120
2024
Q3 		$12.1M Sell
692,520
-133,174
-16% -$2.27M 0.25% 125
2024
Q2 		$14M Sell
825,694
-12,986
-2% -$236K 0.31% 111
2024
Q1 		$15.8M Buy
838,680
+74,007
+10% +$1.39M 0.37% 103
2023
Q4 		$14.9M Buy
764,673
+23,973
+3% +$461K 0.36% 106
2023
Q3 		$15.1M Sell
740,700
-2,989
-0.4% -$62.4K 0.4% 86
2023
Q2 		$16.2M Buy
+743,689
New +$16.6M 0.42% 83
2023
Q1 		– Sell
-76
Closed -$1.72K – 1653
2022
Q4 		$1.72K Buy
+76
New +$1.62K ﹤0.01% 1119

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Gradient Investments's WEN Position: Q3 2025 in Review

Gradient Investments sold out of Wendy's (WEN) in Q3 2025, closing a stake of 836,626 shares — an estimated $9.55M sold.

Gradient Investments first reported a position in WEN in Q4 2022 and held it in 10 quarters. The position peaked at $16.2M in Q2 2023. 403 funds tracked by Wall St. Rank hold WEN as of Q3 2025.

  • Gradient Investments reported no remaining Wendy's position as of Q3 2025 after selling out during the quarter.
  • Gradient Investments sold 836,626 Wendy's shares in Q3 2025, an estimated $9.55M.
  • Gradient Investments first reported a position in Wendy's in Q4 2022 and held it in 10 quarters.
  • Gradient Investments's Wendy's position peaked at $16.2M in Q2 2023.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q3 2025.

Based on Gradient Investments's 13F filing for Q3 2025, filed 6 Oct 2025.