HighTower Advisors’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $351K | Buy |
50,486
+350
| +0.7% | +$2.69K | ﹤0.01% | 3020 |
|
|
2025
Q4 | $418K | Sell |
50,136
-47,398
| -49% | -$409K | ﹤0.01% | 2774 |
|
|
2025
Q3 | $893K | Buy |
97,534
+33,726
| +53% | +$346K | ﹤0.01% | 2184 |
|
|
2025
Q2 | $729K | Buy |
63,808
+26
| +0% | +$317 | ﹤0.01% | 2234 |
|
|
2025
Q1 | $933K | Sell |
63,782
-5,355
| -8% | -$80.5K | ﹤0.01% | 2014 |
|
|
2024
Q4 | $1.13M | Buy |
69,137
+2,431
| +4% | +$44.4K | ﹤0.01% | 1881 |
|
|
2024
Q3 | $1.18M | Buy |
66,706
+1,289
| +2% | +$21.9K | ﹤0.01% | 1829 |
|
|
2024
Q2 | $1.11M | Sell |
65,417
-18,023
| -22% | -$328K | ﹤0.01% | 1785 |
|
|
2024
Q1 | $1.58M | Buy |
83,440
+24,077
| +41% | +$452K | ﹤0.01% | 1549 |
|
|
2023
Q4 | $1.16M | Buy |
59,363
+47
| +0.1% | +$905 | ﹤0.01% | 1770 |
|
|
2023
Q3 | $1.21M | Sell |
59,316
-273
| -0.5% | -$5.7K | ﹤0.01% | 1659 |
|
|
2023
Q2 | $1.3M | Buy |
59,589
+2,751
| +5% | +$61.3K | ﹤0.01% | 1603 |
|
|
2023
Q1 | $1.25M | Buy |
56,838
+9,136
| +19% | +$201K | ﹤0.01% | 1551 |
|
|
2022
Q4 | $1.07M | Sell |
47,702
-1,024
| -2% | -$21.9K | ﹤0.01% | 1633 |
|
|
2022
Q3 | $909K | Sell |
48,726
-1,055
| -2% | -$21.2K | ﹤0.01% | 1664 |
|
|
2022
Q2 | $937K | Sell |
49,781
-5,150
| -9% | -$97.6K | ﹤0.01% | 1680 |
|
|
2022
Q1 | $1.2M | Sell |
54,931
-1,452
| -3% | -$32.7K | ﹤0.01% | 1650 |
|
|
2021
Q4 | $1.34M | Sell |
56,383
-1,756
| -3% | -$39.1K | ﹤0.01% | 1599 |
|
|
2021
Q3 | $1.26M | Sell |
58,139
-437
| -0.7% | -$9.96K | ﹤0.01% | 1524 |
|
|
2021
Q2 | $1.37M | Sell |
58,576
-2,106
| -3% | -$48.3K | ﹤0.01% | 1462 |
|
|
2021
Q1 | $1.23M | Sell |
60,682
-1,560
| -3% | -$32.4K | ﹤0.01% | 1460 |
|
|
2020
Q4 | $1.36M | Buy |
62,242
+2,225
| +4% | +$50.7K | 0.01% | 1099 |
|
|
2020
Q3 | $1.34M | Buy |
60,017
+4,115
| +7% | +$90.7K | 0.01% | 1065 |
|
|
2020
Q2 | $1.22M | Buy |
55,902
+14,381
| +35% | +$286K | 0.01% | 1026 |
|
|
2020
Q1 | $618K | Buy |
41,521
+3,829
| +10% | +$75.3K | ﹤0.01% | 1237 |
|
|
2019
Q4 | $835K | Sell |
37,692
-32,033
| -46% | -$679K | ﹤0.01% | 1229 |
|
|
2019
Q3 | $1.39M | Buy |
69,725
+37,422
| +116% | +$746K | 0.01% | 1023 |
|
|
2019
Q2 | $631K | Buy |
32,303
+1,610
| +5% | +$30.3K | ﹤0.01% | 1402 |
|
|
2019
Q1 | $551K | Sell |
30,693
-181
| -0.6% | -$3.08K | ﹤0.01% | 1411 |
|
|
2018
Q4 | $485K | Sell |
30,874
-287
| -0.9% | -$4.89K | ﹤0.01% | 1369 |
|
|
2018
Q3 | $537K | Sell |
31,161
-722
| -2% | -$12.6K | ﹤0.01% | 1427 |
|
|
2018
Q2 | $550K | Sell |
31,883
-2,316
| -7% | -$39.4K | ﹤0.01% | 1399 |
|
|
2018
Q1 | $602K | Buy |
34,199
+611
| +2% | +$10.1K | 0.01% | 1326 |
|
|
2017
Q4 | $550K | Sell |
33,588
-1,974
| -6% | -$30K | ﹤0.01% | 1401 |
|
|
2017
Q3 | $555K | Buy |
35,562
+962
| +3% | +$14.7K | ﹤0.01% | 1380 |
|
|
2017
Q2 | $538K | Buy |
34,600
+22
| +0.1% | +$333 | ﹤0.01% | 1326 |
|
|
2017
Q1 | $473K | Buy |
34,578
+733
| +2% | +$10K | ﹤0.01% | 1350 |
|
|
2016
Q4 | $459K | Buy |
33,845
+1,025
| +3% | +$12.4K | 0.01% | 1294 |
|
|
2016
Q3 | $353K | Sell |
32,820
-1,398
| -4% | -$14.1K | ﹤0.01% | 1390 |
|
|
2016
Q2 | $328K | Buy |
34,218
+1,031
| +3% | +$10.8K | ﹤0.01% | 1289 |
|
|
2016
Q1 | $360K | Sell |
33,187
-619
| -2% | -$6.13K | ﹤0.01% | 1524 |
|
|
2015
Q4 | $364K | Buy |
33,806
+5,709
| +20% | +$56.2K | ﹤0.01% | 1483 |
|
|
2015
Q3 | $241K | Buy |
28,097
+1,581
| +6% | +$15.3K | ﹤0.01% | 1555 |
|
|
2015
Q2 | $299K | Buy |
+26,516
| New | +$292K | ﹤0.01% | 1198 |
|
|
2014
Q1 | – | Sell |
-26,737
| Closed | -$233K | – | 1695 |
|
|
2013
Q4 | $233K | Buy |
26,737
+2,019
| +8% | +$17.3K | ﹤0.01% | 1248 |
|
|
2013
Q3 | $210K | Buy |
24,718
+5,528
| +29% | +$41.4K | 0.01% | 1150 |
|
|
2013
Q2 | $112K | Buy |
+19,190
| New | +$111K | ﹤0.01% | 1176 |
|
Other funds holding WEN
TFM
VPM
VCM
HighTower Advisors's WEN Position: Q1 2026 in Review
HighTower Advisors increased its Wendy's (WEN) stake by 0.7% in Q1 2026, buying an estimated $2.69K and bringing the position to 50,486 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #3020.
HighTower Advisors first reported a position in WEN in Q2 2013 and has held it in 47 quarters since. The position peaked at $1.58M in Q1 2024. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.
- HighTower Advisors held 50,486 shares of Wendy's worth $351K as of Q1 2026.
- HighTower Advisors bought 350 Wendy's shares in Q1 2026, an estimated $2.69K.
- Wendy's made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #3020 holding.
- HighTower Advisors first reported a position in Wendy's in Q2 2013 and has held it in 47 quarters since.
- HighTower Advisors's Wendy's position peaked at $1.58M in Q1 2024.
- 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.
Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.