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Guggenheim Capital’s Wendy's WEN Stock Holding History

Guggenheim Capital’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
2014
Q3 		– Sell
-181,500
Closed -$1.56M – 3127
2014
Q2 		$1.56M Buy
+181,500
New +$1.53M ﹤0.01% 1994

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

Guggenheim Capital's WEN Position: Q1 2026 in Review

Guggenheim Capital reduced its Wendy's (WEN) stake by 8.5% in Q1 2026, selling an estimated $142K and leaving 198,799 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #853.

Guggenheim Capital first reported a position in WEN in Q2 2013 and has held it in 52 quarters since. The position peaked at $33.7M in Q3 2014. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Guggenheim Capital held 198,799 shares of Wendy's worth $1.38M as of Q1 2026.
  • Guggenheim Capital sold 18,459 Wendy's shares in Q1 2026, an estimated $142K.
  • Wendy's made up 0.01% of Guggenheim Capital's portfolio in Q1 2026, its #853 holding.
  • Guggenheim Capital first reported a position in Wendy's in Q2 2013 and has held it in 52 quarters since.
  • Guggenheim Capital's Wendy's position peaked at $33.7M in Q3 2014.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Guggenheim Capital's 13F filing for Q1 2026, filed 15 May 2026.