Legacy Wealth Management (Idaho)’s Wendy's WEN Stock Holding History

Legacy Wealth Management (Idaho)’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
2024 Q4	–	Sell	-706	Closed	-$13K	–	816
2024 Q3	$13K	Buy	+706	New	+$12K	0.01%	270

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s WEN Position: Q4 2024 in Review

Legacy Wealth Management (Idaho) sold out of Wendy's (WEN) in Q4 2024, closing a stake of 706 shares — an estimated $13K sold.

Legacy Wealth Management (Idaho) first reported a position in WEN in Q3 2024 and held it in 1 quarter. The position peaked at $13K in Q3 2024. 424 funds tracked by Wall St. Rank hold WEN as of Q4 2024.

Legacy Wealth Management (Idaho) reported no remaining Wendy's position as of Q4 2024 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 706 Wendy's shares in Q4 2024, an estimated $13K.
Legacy Wealth Management (Idaho) first reported a position in Wendy's in Q3 2024 and held it in 1 quarter.
Legacy Wealth Management (Idaho)'s Wendy's position peaked at $13K in Q3 2024.
424 funds tracked by Wall St. Rank held Wendy's as of Q4 2024.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q4 2024, filed 13 Feb 2025.