HighTower Advisors
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HighTower Advisors’s Wendy's WEN Stock Holding History

HighTower 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
Q1 		– Sell
-100
Closed -$17 – 4076
2024
Q4 		$17 Buy
+100
New +$1.82K ﹤0.01% 3791

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

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.