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Mather Group’s Wendy's WEN Stock Holding History

Mather Group’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 		$15.7K Buy
+2,263
New +$17.4K ﹤0.01% 1342
2025
Q4 		– Sell
-2,263
Closed -$20.7K – 1642
2025
Q3 		$20.7K Buy
+2,263
New +$23.2K ﹤0.01% 1112
2025
Q2 		– Sell
-2,263
Closed -$33.1K – 1711
2025
Q1 		$33.1K Hold
2,263
– – ﹤0.01% 971
2024
Q4 		$36.9K Hold
2,263
– – ﹤0.01% 933
2024
Q3 		$39.6K Sell
2,263
-100
-4% -$1.7K ﹤0.01% 923
2024
Q2 		$44.5K Buy
2,363
+100
+4% +$1.82K ﹤0.01% 1031
2024
Q1 		$44.1K Buy
+2,263
New +$42.5K ﹤0.01% 897

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

Mather Group's WEN Position: Q1 2026 in Review

Mather Group opened a new position in Wendy's (WEN) in Q1 2026: 2,263 shares worth $15.7K. The stake represents ﹤0.01% of the portfolio and ranks #1342 among its holdings. This is a return to the name: Mather Group previously reported a position in WEN as recently as Q3 2025.

Mather Group first reported a position in WEN in Q1 2024 and has held it in 7 quarters since. The position peaked at $44.5K in Q2 2024. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Mather Group held 2,263 shares of Wendy's worth $15.7K as of Q1 2026.
  • Wendy's was a new Mather Group position in Q1 2026.
  • Wendy's made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1342 holding.
  • Mather Group first reported a position in Wendy's in Q1 2024 and has held it in 7 quarters since.
  • Mather Group's Wendy's position peaked at $44.5K in Q2 2024.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.