Janney Montgomery Scott
WEN icon

Janney Montgomery Scott’s Wendy's WEN Stock Holding History

Janney Montgomery Scott’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 		$547K Buy
78,670
+4,583
+6% +$35.3K ﹤0.01% 1987
2025
Q4 		$617K Sell
74,087
-7,063
-9% -$60.9K ﹤0.01% 2058
2025
Q3 		$743K Buy
81,150
+8,514
+12% +$87.4K ﹤0.01% 1911
2025
Q2 		$830K Buy
72,636
+32,792
+82% +$400K ﹤0.01% 1705
2025
Q1 		$583K Buy
39,844
+29,768
+295% +$448K ﹤0.01% 1886
2024
Q4 		$164K Sell
10,076
-4,374
-30% -$79.8K ﹤0.01% 2582
2024
Q3 		$253K Buy
14,450
+318
+2% +$5.41K ﹤0.01% 2391
2024
Q2 		$240K Sell
14,132
-1,038
-7% -$18.9K ﹤0.01% 2341
2024
Q1 		$286K Buy
15,170
+801
+6% +$15.1K ﹤0.01% 2373
2023
Q4 		$280K Buy
14,369
+978
+7% +$18.8K ﹤0.01% 2258
2023
Q3 		$273K Sell
13,391
-941
-7% -$19.7K ﹤0.01% 2192
2023
Q2 		$312K Buy
14,332
+1,987
+16% +$44.3K ﹤0.01% 2202
2023
Q1 		$269K Buy
12,345
+975
+9% +$21.4K ﹤0.01% 2116
2022
Q4 		$257K Buy
11,370
+431
+4% +$9.2K ﹤0.01% 2227
2022
Q3 		$204K Sell
10,939
-92
-0.8% -$1.85K ﹤0.01% 2282
2022
Q2 		$207K Buy
11,031
+1,312
+13% +$24.9K ﹤0.01% 2133
2022
Q1 		$214K Sell
9,719
-216,386
-96% -$4.88M ﹤0.01% 2049
2021
Q4 		$5.39M Buy
226,105
+216,346
+2,217% +$4.81M 0.02% 603
2021
Q3 		$212K Sell
9,759
-345
-3% -$7.86K ﹤0.01% 2139
2021
Q2 		$237K Sell
10,104
-643
-6% -$14.8K ﹤0.01% 2044
2021
Q1 		$218K Sell
10,747
-10,859
-50% -$226K ﹤0.01% 2018
2020
Q4 		$474K Buy
21,606
+1,007
+5% +$22.9K ﹤0.01% 1601
2020
Q3 		$459K Sell
20,599
-52
-0.3% -$1.15K ﹤0.01% 1466
2020
Q2 		$450K Sell
20,651
-19,818
-49% -$394K ﹤0.01% 1416
2020
Q1 		$602K Sell
40,469
-58,019
-59% -$1.14M ﹤0.01% 1133
2019
Q4 		$2.19M Sell
98,488
-3,695
-4% -$78.4K 0.01% 756
2019
Q3 		$2.04M Buy
102,183
+7,457
+8% +$149K 0.01% 754
2019
Q2 		$1.85M Sell
94,726
-4,303
-4% -$81K 0.01% 767
2019
Q1 		$1.77M Buy
99,029
+36,382
+58% +$619K 0.01% 764
2018
Q4 		$978K Sell
62,647
-189
-0.3% -$3.22K 0.01% 946
2018
Q3 		$1.08M Buy
62,836
+30
+0% +$524 0.01% 988
2018
Q2 		$1.08M Buy
62,806
+7,679
+14% +$131K 0.01% 947
2018
Q1 		$967K Buy
55,127
+304
+0.6% +$5.04K 0.01% 977
2017
Q4 		$900K Sell
54,823
-37,616
-41% -$572K 0.01% 993
2017
Q3 		$1.44M Sell
92,439
-2,380
-3% -$36.4K 0.02% 760
2017
Q2 		$1.47M Buy
94,819
+40,460
+74% +$613K 0.02% 696
2017
Q1 		$740K Sell
54,359
-251
-0.5% -$3.42K 0.01% 975
2016
Q4 		$738K Buy
+54,610
New +$659K 0.01% 915
2015
Q1 		– Sell
-25,983
Closed -$235K – 2444
2014
Q4 		$235K Sell
25,983
-8,626
-25% -$72.8K ﹤0.01% 1884
2014
Q3 		$286K Sell
34,609
-2,114
-6% -$17.3K 0.01% 1700
2014
Q2 		$313K Buy
+36,723
New +$309K 0.01% 1588

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

Janney Montgomery Scott's WEN Position: Q1 2026 in Review

Janney Montgomery Scott increased its Wendy's (WEN) stake by 6.2% in Q1 2026, buying an estimated $35.3K and bringing the position to 78,670 shares worth $547K. The position accounts for ﹤0.01% of the portfolio, ranked #1987.

Janney Montgomery Scott first reported a position in WEN in Q2 2014 and has held it in 41 quarters since. The position peaked at $5.39M in Q4 2021. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Janney Montgomery Scott held 78,670 shares of Wendy's worth $547K as of Q1 2026.
  • Janney Montgomery Scott bought 4,583 Wendy's shares in Q1 2026, an estimated $35.3K.
  • Wendy's made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1987 holding.
  • Janney Montgomery Scott first reported a position in Wendy's in Q2 2014 and has held it in 41 quarters since.
  • Janney Montgomery Scott's Wendy's position peaked at $5.39M in Q4 2021.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.