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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 $4.23B AUM 31.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Inspire Investing's WEN Position: Q1 2024 in Review

Inspire Investing sold out of Wendy's (WEN) in Q1 2024, closing a stake of 19,702 shares — an estimated $384K sold.

Inspire Investing first reported a position in WEN in Q4 2017 and held it in 11 quarters. The position peaked at $384K in Q4 2023. 363 funds tracked by Wall St. Rank hold WEN as of Q1 2024.

  • Inspire Investing reported no remaining Wendy's position as of Q1 2024 after selling out during the quarter.
  • Inspire Investing sold 19,702 Wendy's shares in Q1 2024, an estimated $384K.
  • Inspire Investing first reported a position in Wendy's in Q4 2017 and held it in 11 quarters.
  • Inspire Investing's Wendy's position peaked at $384K in Q4 2023.
  • 363 funds tracked by Wall St. Rank held Wendy's as of Q1 2024.

Based on Inspire Investing's 13F filing for Q1 2024, filed 7 May 2024.