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Krilogy Financial’s Wendy's WEN Stock Holding History

Krilogy 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
-22,263
Closed -$180K – 1062
2025
Q4 		$180K Sell
22,263
-2,712
-11% -$23.4K 0.01% 887
2025
Q3 		$227K Buy
+24,975
New +$257K 0.01% 782
2025
Q1 		– Sell
-13,003
Closed -$212K – 242
2024
Q4 		$212K Buy
+13,003
New +$237K 0.01% 219
2018
Q4 		– Sell
-1
Closed – – 682
2018
Q3 		$0 Buy
+1
New +$17 ﹤0.01% 836

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

Krilogy Financial's WEN Position: Q1 2026 in Review

Krilogy Financial sold out of Wendy's (WEN) in Q1 2026, closing a stake of 22,263 shares — an estimated $180K sold.

Krilogy Financial first reported a position in WEN in Q3 2018 and held it in 4 quarters. The position peaked at $227K in Q3 2025. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Krilogy Financial reported no remaining Wendy's position as of Q1 2026 after selling out during the quarter.
  • Krilogy Financial sold 22,263 Wendy's shares in Q1 2026, an estimated $180K.
  • Krilogy Financial first reported a position in Wendy's in Q3 2018 and held it in 4 quarters.
  • Krilogy Financial's Wendy's position peaked at $227K in Q3 2025.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.