Lido Advisors’s Wendy's WEN Stock Holding History

Lido Advisors’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 Q2	–	Sell	-18,141	Closed	-$126K	–	2278
2026 Q1	$126K	Sell	18,141 -731	-4%	-$5.63K	﹤0.01%	1833
2025 Q4	$170K	Buy	18,872 +3,157	+20%	+$27.2K	﹤0.01%	1794
2025 Q3	$144K	Sell	15,715 -1,424	-8%	-$14.6K	﹤0.01%	1725
2025 Q2	$196K	Buy	17,139 +55	+0.3%	+$671	﹤0.01%	1528
2025 Q1	$250K	Sell	17,084 -5	-0%	-$75	﹤0.01%	1289
2024 Q4	$279K	Buy	+17,089	New	+$312K	﹤0.01%	1243

Other funds holding WEN

TFM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lido Advisors's WEN Position: Q2 2026 in Review

Lido Advisors sold out of Wendy's (WEN) in Q2 2026, closing a stake of 18,141 shares — an estimated $126K sold.

Lido Advisors first reported a position in WEN in Q4 2024 and held it in 6 quarters. The position peaked at $279K in Q4 2024. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

Lido Advisors reported no remaining Wendy's position as of Q2 2026 after selling out during the quarter.
Lido Advisors sold 18,141 Wendy's shares in Q2 2026, an estimated $126K.
Lido Advisors first reported a position in Wendy's in Q4 2024 and held it in 6 quarters.
Lido Advisors's Wendy's position peaked at $279K in Q4 2024.
403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.