Kilter Group’s Wendy's WEN Stock Holding History

Kilter 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 Q1	$1.31K	Buy	189 +68	+56%	+$523	﹤0.01%	1118
2025 Q4	$1.01K	Buy	+121	New	+$1.04K	﹤0.01%	1062

Other funds holding WEN

TFM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kilter Group's WEN Position: Q1 2026 in Review

Kilter Group increased its Wendy's (WEN) stake by 56% in Q1 2026, buying an estimated $523 and bringing the position to 189 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

Kilter Group first reported a position in WEN in Q4 2025 and has held it in 2 quarters since. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

Kilter Group held 189 shares of Wendy's worth $1.31K as of Q1 2026.
Kilter Group bought 68 Wendy's shares in Q1 2026, an estimated $523.
Wendy's made up ﹤0.01% of Kilter Group's portfolio in Q1 2026, its #1118 holding.
Kilter Group first reported a position in Wendy's in Q4 2025 and has held it in 2 quarters since.
407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Kilter Group's 13F filing for Q1 2026, filed 14 May 2026.