Handelsbanken Fonder’s Wendy's WEN Stock Holding History

Handelsbanken Fonder’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 Q2	–	Sell	-30,857	Closed	-$214K	–	1562
2026 Q1	$214K	Hold	30,857	–	–	﹤0.01%	1452
2025 Q4	$257K	Buy	30,857 +3,400	+12%	+$29.3K	﹤0.01%	1456
2025 Q3	$252K	Hold	27,457	–	–	﹤0.01%	1454
2025 Q2	$314K	Sell	27,457 -2,800	-9%	-$34.2K	﹤0.01%	1415
2025 Q1	$443K	Hold	30,257	–	–	﹤0.01%	1283
2024 Q4	$493K	Sell	30,257 -3,200	-10%	-$58.4K	﹤0.01%	1299
2024 Q3	$586K	Hold	33,457	–	–	﹤0.01%	1184
2024 Q2	$567K	Buy	33,457 +2,700	+9%	+$49.1K	﹤0.01%	1106
2024 Q1	$579K	Hold	30,757	–	–	﹤0.01%	1091
2023 Q4	$599K	Hold	30,757	–	–	﹤0.01%	1059
2023 Q3	$628K	Hold	30,757	–	–	﹤0.01%	941
2023 Q2	$669K	Hold	30,757	–	–	﹤0.01%	919
2023 Q1	$670K	Hold	30,757	–	–	﹤0.01%	860
2022 Q4	$696K	Sell	30,757 -3,000	-9%	-$64.1K	﹤0.01%	785
2022 Q3	$631K	Hold	33,757	–	–	﹤0.01%	840
2022 Q2	$637K	Hold	33,757	–	–	﹤0.01%	884
2022 Q1	$742K	Hold	33,757	–	–	﹤0.01%	941
2021 Q4	$805K	Hold	33,757	–	–	﹤0.01%	1017
2021 Q3	$732K	Hold	33,757	–	–	﹤0.01%	1089
2021 Q2	$791K	Sell	33,757 -7,200	-18%	-$165K	﹤0.01%	1051
2021 Q1	$830K	Hold	40,957	–	–	﹤0.01%	927
2020 Q4	$898K	Buy	40,957 +10,100	+33%	+$230K	0.01%	875
2020 Q3	$688K	Hold	30,857	–	–	0.01%	844
2020 Q2	$672K	Buy	+30,857	New	+$613K	0.01%	827

Other funds holding WEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

CIAM

Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

Handelsbanken Fonder's WEN Position: Q2 2026 in Review

Handelsbanken Fonder sold out of Wendy's (WEN) in Q2 2026, closing a stake of 30,857 shares — an estimated $214K sold.

Handelsbanken Fonder first reported a position in WEN in Q2 2020 and held it in 24 quarters. The position peaked at $898K in Q4 2020. 229 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

Handelsbanken Fonder reported no remaining Wendy's position as of Q2 2026 after selling out during the quarter.
Handelsbanken Fonder sold 30,857 Wendy's shares in Q2 2026, an estimated $214K.
Handelsbanken Fonder first reported a position in Wendy's in Q2 2020 and held it in 24 quarters.
Handelsbanken Fonder's Wendy's position peaked at $898K in Q4 2020.
229 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Handelsbanken Fonder's 13F filing for Q2 2026, filed 10 Jul 2026.