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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
2013
Q3 		– Sell
-85,600
Closed -$499K – 3190
2013
Q2 		$499K Buy
+85,600
New +$496K ﹤0.01% 2437

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 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

Guggenheim Capital's WEN Position: Q2 2026 in Review

Guggenheim Capital increased its Wendy's (WEN) stake by 0.81% in Q2 2026, buying an estimated $11.5K and bringing the position to 200,412 shares worth $1.66M. The position accounts for 0.01% of the portfolio, ranked #806.

Guggenheim Capital first reported a position in WEN in Q2 2013 and has held it in 53 quarters since. The position peaked at $33.7M in Q3 2014. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Guggenheim Capital held 200,412 shares of Wendy's worth $1.66M as of Q2 2026.
  • Guggenheim Capital bought 1,613 Wendy's shares in Q2 2026, an estimated $11.5K.
  • Wendy's made up 0.01% of Guggenheim Capital's portfolio in Q2 2026, its #806 holding.
  • Guggenheim Capital first reported a position in Wendy's in Q2 2013 and has held it in 53 quarters since.
  • Guggenheim Capital's Wendy's position peaked at $33.7M in Q3 2014.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.