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HUB Investment Partners’s Wendy's WEN Stock Holding History

HUB Investment Partners’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 		$109K Buy
15,682
+3,894
+33% +$30K ﹤0.01% 1054
2025
Q4 		$98.2K Sell
11,788
-9,047
-43% -$78.1K ﹤0.01% 900
2025
Q3 		$191K Buy
+20,835
New +$214K 0.01% 709

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

HUB Investment Partners's WEN Position: Q1 2026 in Review

HUB Investment Partners increased its Wendy's (WEN) stake by 33% in Q1 2026, buying an estimated $30K and bringing the position to 15,682 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

HUB Investment Partners first reported a position in WEN in Q3 2025 and has held it in 3 quarters since. The position peaked at $191K in Q3 2025. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • HUB Investment Partners held 15,682 shares of Wendy's worth $109K as of Q1 2026.
  • HUB Investment Partners bought 3,894 Wendy's shares in Q1 2026, an estimated $30K.
  • Wendy's made up ﹤0.01% of HUB Investment Partners's portfolio in Q1 2026, its #1054 holding.
  • HUB Investment Partners first reported a position in Wendy's in Q3 2025 and has held it in 3 quarters since.
  • HUB Investment Partners's Wendy's position peaked at $191K in Q3 2025.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.