Horizon Investments’s Wendy's WEN Stock Holding History

Horizon Investments’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
2026 Q1	$931	Buy	134 +58	+76%	+$446	﹤0.01%	1320
2025 Q4	$633	Buy	+76	New	+$656	﹤0.01%	1249

Other funds holding WEN

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Horizon Investments's WEN Position: Q1 2026 in Review

Horizon Investments increased its Wendy's (WEN) stake by 76% in Q1 2026, buying an estimated $446 and bringing the position to 134 shares worth $931. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

Horizon Investments first reported a position in WEN in Q4 2025 and has held it in 2 quarters since. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

Horizon Investments held 134 shares of Wendy's worth $931 as of Q1 2026.
Horizon Investments bought 58 Wendy's shares in Q1 2026, an estimated $446.
Wendy's made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #1320 holding.
Horizon Investments first reported a position in Wendy's in Q4 2025 and has held it in 2 quarters since.
407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.