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Hillsdale Investment Management’s Wendy's WEN Stock Holding History

Hillsdale Investment 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
Q4 		– Sell
-1,100
Closed -$10.1K – 767
2025
Q3 		$10.1K Hold
1,100
– – ﹤0.01% 546
2025
Q2 		$12.6K Sell
1,100
-4,200
-79% -$51.2K ﹤0.01% 515
2025
Q1 		$77.5K Buy
5,300
+2,500
+89% +$37.6K ﹤0.01% 458
2024
Q4 		$45.6K Buy
+2,800
New +$51.1K ﹤0.01% 454

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hillsdale Investment Management's WEN Position: Q4 2025 in Review

Hillsdale Investment Management sold out of Wendy's (WEN) in Q4 2025, closing a stake of 1,100 shares — an estimated $10.1K sold.

Hillsdale Investment Management first reported a position in WEN in Q4 2024 and held it in 4 quarters. The position peaked at $77.5K in Q1 2025. 426 funds tracked by Wall St. Rank hold WEN as of Q4 2025.

  • Hillsdale Investment Management reported no remaining Wendy's position as of Q4 2025 after selling out during the quarter.
  • Hillsdale Investment Management sold 1,100 Wendy's shares in Q4 2025, an estimated $10.1K.
  • Hillsdale Investment Management first reported a position in Wendy's in Q4 2024 and held it in 4 quarters.
  • Hillsdale Investment Management's Wendy's position peaked at $77.5K in Q1 2025.
  • 426 funds tracked by Wall St. Rank held Wendy's as of Q4 2025.

Based on Hillsdale Investment Management's 13F filing for Q4 2025, filed 10 Feb 2026.