Jump Financial’s Wendy's WEN Stock Holding History

Jump Financial’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	–	Sell	-90,346	Closed	-$753K	–	2457
2025 Q4	$753K	Sell	90,346 -3,651	-4%	-$31.5K	0.01%	1104
2025 Q3	$861K	Sell	93,997 -73,624	-44%	-$756K	0.01%	1084
2025 Q2	$1.91M	Buy	167,621 +149,158	+808%	+$1.82M	0.02%	734
2025 Q1	$270K	Buy	18,463 +5,192	+39%	+$78.1K	﹤0.01%	1334
2024 Q4	$216K	Buy	+13,271	New	+$242K	﹤0.01%	1457
2024 Q2	–	Sell	-30,000	Closed	-$565K	–	2322
2024 Q1	$565K	Sell	30,000 -53,742	-64%	-$1.01M	0.02%	1116
2023 Q4	$1.63M	Buy	+83,742	New	+$1.61M	0.05%	472
2022 Q2	–	Sell	-14,485	Closed	-$318K	–	2059
2022 Q1	$318K	Buy	+14,485	New	+$326K	0.01%	1040

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jump Financial's WEN Position: Q1 2026 in Review

Jump Financial sold out of Wendy's (WEN) in Q1 2026, closing a stake of 90,346 shares — an estimated $753K sold.

Jump Financial first reported a position in WEN in Q1 2022 and held it in 8 quarters. The position peaked at $1.91M in Q2 2025. 410 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

Jump Financial reported no remaining Wendy's position as of Q1 2026 after selling out during the quarter.
Jump Financial sold 90,346 Wendy's shares in Q1 2026, an estimated $753K.
Jump Financial first reported a position in Wendy's in Q1 2022 and held it in 8 quarters.
Jump Financial's Wendy's position peaked at $1.91M in Q2 2025.
410 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Jump Financial's 13F filing for Q1 2026, filed 14 May 2026.