Hotchkis & Wiley Capital Management
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Hotchkis & Wiley Capital Management’s Wendy's WEN Stock Holding History

Hotchkis & Wiley Capital 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
2026
Q2 		$15.9M Buy
1,911,960
+251,060
+15% +$1.79M 0.05% 137
2026
Q1 		$11.5M Buy
+1,660,900
New +$12.8M 0.04% 201

Other funds holding WEN

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Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Hotchkis & Wiley Capital Management's WEN Position: Q2 2026 in Review

Hotchkis & Wiley Capital Management increased its Wendy's (WEN) stake by 15% in Q2 2026, buying an estimated $1.79M and bringing the position to 1,911,960 shares worth $15.9M. The position accounts for 0.05% of the portfolio, ranked #137.

Hotchkis & Wiley Capital Management first reported a position in WEN in Q1 2026 and has held it in 2 quarters since. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Hotchkis & Wiley Capital Management held 1,911,960 shares of Wendy's worth $15.9M as of Q2 2026.
  • Hotchkis & Wiley Capital Management bought 251,060 Wendy's shares in Q2 2026, an estimated $1.79M.
  • Wendy's made up 0.05% of Hotchkis & Wiley Capital Management's portfolio in Q2 2026, its #137 holding.
  • Hotchkis & Wiley Capital Management first reported a position in Wendy's in Q1 2026 and has held it in 2 quarters since.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.