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Harvest Fund Management’s Wendy's WEN Stock Holding History

Harvest Fund Management’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
Q1 		– Sell
-1,075
Closed -$16K – 643
2025
Q4 		$16K Hold
1,075
– – ﹤0.01% 481
2025
Q3 		$16K Hold
1,075
– – ﹤0.01% 506
2025
Q2 		$16K Hold
1,075
– – ﹤0.01% 501
2025
Q1 		$16K Buy
+1,075
New +$16.2K ﹤0.01% 562
2020
Q3 		– Sell
-4,583
Closed -$102K – 614
2020
Q2 		$102K Hold
4,583
– – 0.01% 229
2020
Q1 		$68K Buy
4,583
+796
+21% +$15.7K 0.01% 256
2019
Q4 		$82K Sell
3,787
-27
-0.7% -$573 0.01% 219
2019
Q3 		$76K Buy
+3,814
New +$76K 0.01% 226

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

Harvest Fund Management's WEN Position: Q1 2026 in Review

Harvest Fund Management sold out of Wendy's (WEN) in Q1 2026, closing a stake of 1,075 shares — an estimated $16K sold.

Harvest Fund Management first reported a position in WEN in Q3 2019 and held it in 8 quarters. The position peaked at $102K in Q2 2020. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Harvest Fund Management reported no remaining Wendy's position as of Q1 2026 after selling out during the quarter.
  • Harvest Fund Management sold 1,075 Wendy's shares in Q1 2026, an estimated $16K.
  • Harvest Fund Management first reported a position in Wendy's in Q3 2019 and held it in 8 quarters.
  • Harvest Fund Management's Wendy's position peaked at $102K in Q2 2020.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Harvest Fund Management's 13F filing for Q1 2026, filed 14 May 2026.