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Jefferies Financial Group’s Wendy's WEN Stock Holding History

Jefferies Financial Group’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
Q2 		– Sell
-60,180
Closed -$418K – 2083
2026
Q1 		$418K Buy
+60,180
New +$463K ﹤0.01% 1285
2024
Q3 		– Sell
-35,928
Closed -$609K – 1803
2024
Q2 		$609K Buy
35,928
+4,113
+13% +$74.8K 0.01% 904
2024
Q1 		$599K Buy
+31,815
New +$598K 0.01% 1000
2023
Q3 		– Sell
-15,933
Closed -$347K – 2027
2023
Q2 		$347K Buy
+15,933
New +$355K ﹤0.01% 1280

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jefferies Financial Group's WEN Position: Q2 2026 in Review

Jefferies Financial Group sold out of Wendy's (WEN) in Q2 2026, closing a stake of 60,180 shares — an estimated $418K sold.

Jefferies Financial Group first reported a position in WEN in Q2 2023 and held it in 4 quarters. The position peaked at $609K in Q2 2024. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Jefferies Financial Group reported no remaining Wendy's position as of Q2 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 60,180 Wendy's shares in Q2 2026, an estimated $418K.
  • Jefferies Financial Group first reported a position in Wendy's in Q2 2023 and held it in 4 quarters.
  • Jefferies Financial Group's Wendy's position peaked at $609K in Q2 2024.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.