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Hemington Wealth Management’s Wendy's WEN Stock Holding History

Hemington Wealth 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
2025
Q3 		$0 Sell
47
-110
-70% -$1.13K ﹤0.01% 1746
2025
Q2 		$1K Sell
157
-118
-43% -$1.44K ﹤0.01% 1474
2025
Q1 		$4K Buy
275
+70
+34% +$1.05K ﹤0.01% 1151
2024
Q4 		$3K Buy
205
+17
+9% +$310 ﹤0.01% 1215
2024
Q3 		$3K Buy
+188
New +$3.2K ﹤0.01% 1122

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 $3.37T AUM 44.26% 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

Hemington Wealth Management's WEN Position: Q3 2025 in Review

Hemington Wealth Management reduced its Wendy's (WEN) stake by 70% in Q3 2025, selling an estimated $1.13K and leaving 47 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1746.

Hemington Wealth Management first reported a position in WEN in Q3 2024 and has held it in 5 quarters since. The position peaked at $4K in Q1 2025. 403 funds tracked by Wall St. Rank hold WEN as of Q3 2025.

  • Hemington Wealth Management held 47 shares of Wendy's worth $0 as of Q3 2025.
  • Hemington Wealth Management sold 110 Wendy's shares in Q3 2025, an estimated $1.13K.
  • Wendy's made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1746 holding.
  • Hemington Wealth Management first reported a position in Wendy's in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Wendy's position peaked at $4K in Q1 2025.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.