HIP
WEN icon

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
Q2 		$119K Sell
14,400
-1,282
-8% -$9.16K ﹤0.01% 1272
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 $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 $3.38T AUM 44.17% 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

HUB Investment Partners's WEN Position: Q2 2026 in Review

HUB Investment Partners reduced its Wendy's (WEN) stake by 8.2% in Q2 2026, selling an estimated $9.16K and leaving 14,400 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

HUB Investment Partners first reported a position in WEN in Q3 2025 and has held it in 4 quarters since. The position peaked at $191K in Q3 2025. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • HUB Investment Partners held 14,400 shares of Wendy's worth $119K as of Q2 2026.
  • HUB Investment Partners sold 1,282 Wendy's shares in Q2 2026, an estimated $9.16K.
  • Wendy's made up ﹤0.01% of HUB Investment Partners's portfolio in Q2 2026, its #1272 holding.
  • HUB Investment Partners first reported a position in Wendy's in Q3 2025 and has held it in 4 quarters since.
  • HUB Investment Partners's Wendy's position peaked at $191K in Q3 2025.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.