Lotus Technology Management’s Wendy's WEN Stock Holding History

Lotus Technology 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	–	Sell	-88,272	Closed	-$735K	–	158
2025 Q4	$735K	Buy	+88,272	New	+$762K	0.41%	74

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lotus Technology Management's WEN Position: Q1 2026 in Review

Lotus Technology Management sold out of Wendy's (WEN) in Q1 2026, closing a stake of 88,272 shares — an estimated $735K sold.

Lotus Technology Management first reported a position in WEN in Q4 2025 and held it in 1 quarter. The position peaked at $735K in Q4 2025. 410 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

Lotus Technology Management reported no remaining Wendy's position as of Q1 2026 after selling out during the quarter.
Lotus Technology Management sold 88,272 Wendy's shares in Q1 2026, an estimated $735K.
Lotus Technology Management first reported a position in Wendy's in Q4 2025 and held it in 1 quarter.
Lotus Technology Management's Wendy's position peaked at $735K in Q4 2025.
410 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Lotus Technology Management's 13F filing for Q1 2026, filed 15 May 2026.