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

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HighTower Advisors's WEN Position: Q2 2026 in Review

HighTower Advisors reduced its Wendy's (WEN) stake by 23% in Q2 2026, selling an estimated $82K and leaving 39,011 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #3153.

HighTower Advisors first reported a position in WEN in Q2 2013 and has held it in 48 quarters since. The position peaked at $1.58M in Q1 2024. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • HighTower Advisors held 39,011 shares of Wendy's worth $323K as of Q2 2026.
  • HighTower Advisors sold 11,475 Wendy's shares in Q2 2026, an estimated $82K.
  • Wendy's made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3153 holding.
  • HighTower Advisors first reported a position in Wendy's in Q2 2013 and has held it in 48 quarters since.
  • HighTower Advisors's Wendy's position peaked at $1.58M in Q1 2024.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.