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Journey Strategic Wealth’s Wendy's WEN Stock Holding History

Journey Strategic Wealth’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 		$101K Buy
+14,589
New +$112K ﹤0.01% 805

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

Journey Strategic Wealth's WEN Position: Q1 2026 in Review

Journey Strategic Wealth opened a new position in Wendy's (WEN) in Q1 2026: 14,589 shares worth $101K. The stake represents ﹤0.01% of the portfolio and ranks #805 among its holdings.

407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Journey Strategic Wealth held 14,589 shares of Wendy's worth $101K as of Q1 2026.
  • Wendy's was a new Journey Strategic Wealth position in Q1 2026.
  • Wendy's made up ﹤0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #805 holding.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.