Lazard Asset Management
WEN icon

Lazard Asset Management’s Wendy's WEN Stock Holding History

Lazard Asset 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
Q4 		– Sell
-17,267
Closed -$158K – 2058
2025
Q3 		$158K Buy
17,267
+10,368
+150% +$106K ﹤0.01% 1632
2025
Q2 		$78K Sell
6,899
-3,321
-32% -$40.5K ﹤0.01% 1924
2025
Q1 		$149K Buy
10,220
+2,022
+25% +$30.4K ﹤0.01% 1709
2024
Q4 		$133K Sell
8,198
-5,987
-42% -$109K ﹤0.01% 1724
2024
Q3 		$246K Sell
14,185
-5
-0% -$85 ﹤0.01% 1559
2024
Q2 		$240K Buy
+14,190
New +$258K ﹤0.01% 1504
2024
Q1 		– Sell
-10,861
Closed -$210K – 2404
2023
Q4 		$210K Buy
10,861
+3,638
+50% +$70K ﹤0.01% 1366
2023
Q3 		$147K Buy
7,223
+3,906
+118% +$81.6K ﹤0.01% 1492
2023
Q2 		$72K Buy
+3,317
New +$73.9K ﹤0.01% 1704
2022
Q4 		– Sell
-3,703
Closed -$69K – 2582
2022
Q3 		$69K Hold
3,703
– – ﹤0.01% 1649
2022
Q2 		$69K Sell
3,703
-14,905
-80% -$282K ﹤0.01% 1668
2022
Q1 		$408K Sell
18,608
-19
-0.1% -$428 ﹤0.01% 1136
2021
Q4 		$444K Buy
18,627
+347
+2% +$7.72K ﹤0.01% 1123
2021
Q3 		$396K Buy
18,280
+16,512
+934% +$376K ﹤0.01% 1200
2021
Q2 		$41K Buy
+1,768
New +$40.6K ﹤0.01% 1672
2020
Q2 		– Sell
-3,388
Closed -$50K – 1798
2020
Q1 		$50K Buy
+3,388
New +$66.7K ﹤0.01% 1171
2019
Q3 		– Sell
-156,644
Closed -$3.07M – 1585
2019
Q2 		$3.07M Sell
156,644
-16,807
-10% -$316K 0.01% 684
2019
Q1 		$3.1M Buy
+173,451
New +$2.95M 0.01% 671

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lazard Asset Management's WEN Position: Q4 2025 in Review

Lazard Asset Management sold out of Wendy's (WEN) in Q4 2025, closing a stake of 17,267 shares — an estimated $158K sold.

Lazard Asset Management first reported a position in WEN in Q1 2019 and held it in 18 quarters. The position peaked at $3.1M in Q1 2019. 429 funds tracked by Wall St. Rank hold WEN as of Q4 2025.

  • Lazard Asset Management reported no remaining Wendy's position as of Q4 2025 after selling out during the quarter.
  • Lazard Asset Management sold 17,267 Wendy's shares in Q4 2025, an estimated $158K.
  • Lazard Asset Management first reported a position in Wendy's in Q1 2019 and held it in 18 quarters.
  • Lazard Asset Management's Wendy's position peaked at $3.1M in Q1 2019.
  • 429 funds tracked by Wall St. Rank held Wendy's as of Q4 2025.

Based on Lazard Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.