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JPL Wealth Management’s Wendy's WEN Stock Holding History

JPL Wealth 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
2026
Q1 		$2.95K Buy
+425
New +$3.27K ﹤0.01% 845
2025
Q4 		– Sell
-425
Closed -$3.89K – 1125
2025
Q3 		$3.89K Buy
+425
New +$4.37K ﹤0.01% 713

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

JPL Wealth Management's WEN Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Wendy's (WEN) in Q1 2026: 425 shares worth $2.95K. The stake represents ﹤0.01% of the portfolio and ranks #845 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in WEN as recently as Q3 2025.

JPL Wealth Management first reported a position in WEN in Q3 2025 and has held it in 2 quarters since. The position peaked at $3.89K in Q3 2025. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • JPL Wealth Management held 425 shares of Wendy's worth $2.95K as of Q1 2026.
  • Wendy's was a new JPL Wealth Management position in Q1 2026.
  • Wendy's made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #845 holding.
  • JPL Wealth Management first reported a position in Wendy's in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Wendy's position peaked at $3.89K in Q3 2025.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.