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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

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 $3.38T AUM 44.17% 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

GW Henssler & Associates's WEN Position: Q3 2025 in Review

GW Henssler & Associates sold out of Wendy's (WEN) in Q3 2025, closing a stake of 10,703 shares — an estimated $122K sold.

GW Henssler & Associates first reported a position in WEN in Q3 2024 and held it in 4 quarters. The position peaked at $187K in Q4 2024. 403 funds tracked by Wall St. Rank hold WEN as of Q3 2025.

  • GW Henssler & Associates reported no remaining Wendy's position as of Q3 2025 after selling out during the quarter.
  • GW Henssler & Associates sold 10,703 Wendy's shares in Q3 2025, an estimated $122K.
  • GW Henssler & Associates first reported a position in Wendy's in Q3 2024 and held it in 4 quarters.
  • GW Henssler & Associates's Wendy's position peaked at $187K in Q4 2024.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q3 2025.

Based on GW Henssler & Associates's 13F filing for Q3 2025, filed 23 Jan 2026.