Kestra Investment Management’s Wendy's WEN Stock Holding History

Kestra Investment 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
2025 Q1	–	Sell	-231	Closed	-$3.77K	–	1417
2024 Q4	$3.77K	Buy	+231	New	+$4.22K	﹤0.01%	949

Other funds holding WEN

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kestra Investment Management's WEN Position: Q1 2025 in Review

Kestra Investment Management sold out of Wendy's (WEN) in Q1 2025, closing a stake of 231 shares — an estimated $3.77K sold.

Kestra Investment Management first reported a position in WEN in Q4 2024 and held it in 1 quarter. The position peaked at $3.77K in Q4 2024. 422 funds tracked by Wall St. Rank hold WEN as of Q1 2025.

Kestra Investment Management reported no remaining Wendy's position as of Q1 2025 after selling out during the quarter.
Kestra Investment Management sold 231 Wendy's shares in Q1 2025, an estimated $3.77K.
Kestra Investment Management first reported a position in Wendy's in Q4 2024 and held it in 1 quarter.
Kestra Investment Management's Wendy's position peaked at $3.77K in Q4 2024.
422 funds tracked by Wall St. Rank held Wendy's as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.