Heartwood Wealth Advisors’s Wendy's WEN Stock Holding History

Heartwood Wealth Advisors’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 Q4	–	Sell	-108	Closed	-$989	–	598
2025 Q3	$989	Buy	+108	New	+$1.11K	﹤0.01%	552

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heartwood Wealth Advisors's WEN Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Wendy's (WEN) in Q4 2025, closing a stake of 108 shares — an estimated $989 sold.

Heartwood Wealth Advisors first reported a position in WEN in Q3 2025 and held it in 1 quarter. The position peaked at $989 in Q3 2025. 429 funds tracked by Wall St. Rank hold WEN as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Wendy's position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 108 Wendy's shares in Q4 2025, an estimated $989.
Heartwood Wealth Advisors first reported a position in Wendy's in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Wendy's position peaked at $989 in Q3 2025.
429 funds tracked by Wall St. Rank held Wendy's as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.