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WEN icon

Inspire Investing’s Wendy's WEN Stock Holding History

Inspire Investing’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
2024
Q1 		– Sell
-19,702
Closed -$384K – 876
2023
Q4 		$384K Buy
19,702
+4,725
+32% +$90.9K 0.04% 559
2023
Q3 		$306K Buy
14,977
+495
+3% +$10.3K 0.04% 700
2023
Q2 		$315K Buy
14,482
+1,984
+16% +$44.2K 0.04% 493
2023
Q1 		$272K Buy
12,498
+2,112
+20% +$46.4K 0.03% 681
2022
Q4 		$235K Sell
10,386
-701
-6% -$15K 0.03% 636
2022
Q3 		$207K Sell
11,087
-161
-1% -$3.24K 0.03% 564
2022
Q2 		$212K Buy
11,248
+568
+5% +$10.8K 0.03% 602
2022
Q1 		$235K Buy
10,680
+385
+4% +$8.68K 0.03% 645
2021
Q4 		$246K Buy
10,295
+65
+0.6% +$1.45K 0.03% 715
2021
Q3 		$222K Buy
+10,230
New +$233K 0.03% 748
2018
Q1 		– Sell
-3,580
Closed -$59K – 703
2017
Q4 		$59K Buy
+3,580
New +$54.4K 0.05% 362

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return