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GW Henssler & Associates’s Wendy's WEN Stock Holding History

GW Henssler & Associates’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
-10,703
Closed -$122K – 250
2025
Q2 		$122K Buy
10,703
+5
+0% +$61 0.01% 184
2025
Q1 		$157K Hold
10,698
– – 0.01% 174
2024
Q4 		$187K Hold
10,698
– – 0.01% 172
2024
Q3 		$187K Buy
+10,698
New +$182K 0.01% 177

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AQR Capital Management
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Charles Schwab
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Morgan Stanley
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State Street
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return