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Greenleaf Trust’s Wendy's WEN Stock Holding History

Greenleaf Trust’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
Q1 		– Sell
-12,299
Closed -$102K – 860
2025
Q4 		$102K Buy
+12,299
New +$106K ﹤0.01% 809
2020
Q2 		– Sell
-151,125
Closed -$2.25M – 595
2020
Q1 		$2.25M Sell
151,125
-177,203
-54% -$3.49M 0.04% 83
2019
Q4 		$7.29M Buy
328,328
+126
+0% +$2.67K 0.11% 46
2019
Q3 		$6.56M Sell
328,202
-300,000
-48% -$5.98M 0.1% 46
2019
Q2 		$12.3M Buy
+628,202
New +$11.8M 0.19% 25
2019
Q1 		– Sell
-31,678
Closed -$494K – 559
2018
Q4 		$494K Sell
31,678
-210,210
-87% -$3.58M 0.01% 258
2018
Q3 		$4.15M Sell
241,888
-259,859
-52% -$4.54M 0.08% 59
2018
Q2 		$8.62M Buy
+501,747
New +$8.54M 0.16% 28

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Greenleaf Trust's WEN Position: Q1 2026 in Review

Greenleaf Trust sold out of Wendy's (WEN) in Q1 2026, closing a stake of 12,299 shares — an estimated $102K sold.

Greenleaf Trust first reported a position in WEN in Q2 2018 and held it in 8 quarters. The position peaked at $12.3M in Q2 2019. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Greenleaf Trust reported no remaining Wendy's position as of Q1 2026 after selling out during the quarter.
  • Greenleaf Trust sold 12,299 Wendy's shares in Q1 2026, an estimated $102K.
  • Greenleaf Trust first reported a position in Wendy's in Q2 2018 and held it in 8 quarters.
  • Greenleaf Trust's Wendy's position peaked at $12.3M in Q2 2019.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.