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

LECAP 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
2026
Q1 		$206K Buy
29,697
+7,206
+32% +$55.5K 0.08% 265
2025
Q4 		$187K Buy
+22,491
New +$194K 0.07% 275
2025
Q1 		– Sell
-21,451
Closed -$350K – 403
2024
Q4 		$350K Buy
+21,451
New +$391K 0.09% 253

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

LECAP Asset Management's WEN Position: Q1 2026 in Review

LECAP Asset Management increased its Wendy's (WEN) stake by 32% in Q1 2026, buying an estimated $55.5K and bringing the position to 29,697 shares worth $206K. The position accounts for 0.08% of the portfolio, ranked #265.

LECAP Asset Management first reported a position in WEN in Q4 2024 and has held it in 3 quarters since. The position peaked at $350K in Q4 2024. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • LECAP Asset Management held 29,697 shares of Wendy's worth $206K as of Q1 2026.
  • LECAP Asset Management bought 7,206 Wendy's shares in Q1 2026, an estimated $55.5K.
  • Wendy's made up 0.08% of LECAP Asset Management's portfolio in Q1 2026, its #265 holding.
  • LECAP Asset Management first reported a position in Wendy's in Q4 2024 and has held it in 3 quarters since.
  • LECAP Asset Management's Wendy's position peaked at $350K in Q4 2024.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on LECAP Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.