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InceptionR’s Wendy's WEN Stock Holding History

InceptionR’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 		– Sell
-35,284
Closed -$294K – 932
2025
Q4 		$294K Buy
35,284
+15,971
+83% +$138K 0.08% 437
2025
Q3 		$177K Buy
+19,313
New +$198K 0.04% 616
2025
Q2 		– Sell
-22,427
Closed -$328K – 869
2025
Q1 		$328K Buy
+22,427
New +$337K 0.1% 363
2024
Q4 		– Sell
-32,130
Closed -$563K – 893
2024
Q3 		$563K Buy
+32,130
New +$547K 0.14% 288

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

InceptionR's WEN Position: Q1 2026 in Review

InceptionR sold out of Wendy's (WEN) in Q1 2026, closing a stake of 35,284 shares — an estimated $294K sold.

InceptionR first reported a position in WEN in Q3 2024 and held it in 4 quarters. The position peaked at $563K in Q3 2024. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • InceptionR reported no remaining Wendy's position as of Q1 2026 after selling out during the quarter.
  • InceptionR sold 35,284 Wendy's shares in Q1 2026, an estimated $294K.
  • InceptionR first reported a position in Wendy's in Q3 2024 and held it in 4 quarters.
  • InceptionR's Wendy's position peaked at $563K in Q3 2024.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.