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HFM Investment Advisors’s Wendy's WEN Stock Holding History

HFM Investment 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
-6
Closed -$55 – 1339
2025
Q3 		$55 Sell
6
-5
-45% -$51 ﹤0.01% 1211
2025
Q2 		$126 Buy
11
+7
+175% +$85 ﹤0.01% 1107
2025
Q1 		$59 Buy
+4
New +$60 ﹤0.01% 1015

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HFM Investment Advisors's WEN Position: Q4 2025 in Review

HFM Investment Advisors sold out of Wendy's (WEN) in Q4 2025, closing a stake of 6 shares — an estimated $55 sold.

HFM Investment Advisors first reported a position in WEN in Q1 2025 and held it in 3 quarters. The position peaked at $126 in Q2 2025. 429 funds tracked by Wall St. Rank hold WEN as of Q4 2025.

  • HFM Investment Advisors reported no remaining Wendy's position as of Q4 2025 after selling out during the quarter.
  • HFM Investment Advisors sold 6 Wendy's shares in Q4 2025, an estimated $55.
  • HFM Investment Advisors first reported a position in Wendy's in Q1 2025 and held it in 3 quarters.
  • HFM Investment Advisors's Wendy's position peaked at $126 in Q2 2025.
  • 429 funds tracked by Wall St. Rank held Wendy's as of Q4 2025.

Based on HFM Investment Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.