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INTECH Investment Management’s Wendy's WEN Stock Holding History

INTECH Investment Management’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
2025
Q4 		– Sell
-11,100
Closed -$102K – 2461
2025
Q3 		$102K Sell
11,100
-337,145
-97% -$3.46M ﹤0.01% 2259
2025
Q2 		$3.98M Buy
348,245
+156,068
+81% +$1.9M 0.04% 419
2025
Q1 		$2.81M Buy
192,177
+153,604
+398% +$2.31M 0.03% 564
2024
Q4 		$629K Buy
+38,573
New +$704K 0.01% 1427
2024
Q3 		– Sell
-14,820
Closed -$251K – 2081
2024
Q2 		$251K Buy
+14,820
New +$269K ﹤0.01% 1004
2024
Q1 		– Sell
-48,531
Closed -$945K – 767
2023
Q4 		$945K Buy
48,531
+20,561
+74% +$396K 0.01% 436
2023
Q3 		$571K Sell
27,970
-11,046
-28% -$231K 0.01% 553
2023
Q2 		$849K Buy
+39,016
New +$869K 0.01% 505

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

INTECH Investment Management's WEN Position: Q4 2025 in Review

INTECH Investment Management sold out of Wendy's (WEN) in Q4 2025, closing a stake of 11,100 shares — an estimated $102K sold.

INTECH Investment Management first reported a position in WEN in Q2 2023 and held it in 8 quarters. The position peaked at $3.98M in Q2 2025. 426 funds tracked by Wall St. Rank hold WEN as of Q4 2025.

  • INTECH Investment Management reported no remaining Wendy's position as of Q4 2025 after selling out during the quarter.
  • INTECH Investment Management sold 11,100 Wendy's shares in Q4 2025, an estimated $102K.
  • INTECH Investment Management first reported a position in Wendy's in Q2 2023 and held it in 8 quarters.
  • INTECH Investment Management's Wendy's position peaked at $3.98M in Q2 2025.
  • 426 funds tracked by Wall St. Rank held Wendy's as of Q4 2025.

Based on INTECH Investment Management's 13F filing for Q4 2025, filed 10 Feb 2026.