LIP
WEN icon

Lighthouse Investment Partners’s Wendy's WEN Stock Holding History

Lighthouse Investment Partners’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 		$381K Buy
+45,950
New +$328K 0.01% 587
2023
Q3 		– Sell
-100,000
Closed -$2.17M – 431
2023
Q2 		$2.17M Buy
+100,000
New +$2.23M 0.12% 160

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 Portfolio Management
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lighthouse Investment Partners's WEN Position: Q2 2026 in Review

Lighthouse Investment Partners opened a new position in Wendy's (WEN) in Q2 2026: 45,950 shares worth $381K. The stake represents 0.01% of the portfolio and ranks #587 among its holdings. This is a return to the name: Lighthouse Investment Partners previously reported a position in WEN as recently as Q2 2023.

Lighthouse Investment Partners first reported a position in WEN in Q2 2023 and has held it in 2 quarters since. The position peaked at $2.17M in Q2 2023. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Lighthouse Investment Partners held 45,950 shares of Wendy's worth $381K as of Q2 2026.
  • Wendy's was a new Lighthouse Investment Partners position in Q2 2026.
  • Wendy's made up 0.01% of Lighthouse Investment Partners's portfolio in Q2 2026, its #587 holding.
  • Lighthouse Investment Partners first reported a position in Wendy's in Q2 2023 and has held it in 2 quarters since.
  • Lighthouse Investment Partners's Wendy's position peaked at $2.17M in Q2 2023.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Lighthouse Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.