Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
MAM
Meeder Asset Management’s
Wendy's
WEN
Stock Holding History
Meeder Asset Management’s Portfolio
WEN Stock Details
WEN Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
–
Sell
-623
Closed
-$12K
–
2027
2022
Q3
$12K
Sell
623
-234
-27%
-$4.71K
﹤0.01%
1283
2022
Q2
$16K
Buy
857
+499
+139%
+$9.45K
﹤0.01%
1223
2022
Q1
$8K
Buy
+358
New
+$8.07K
﹤0.01%
1649
2021
Q4
–
Sell
-484
Closed
-$10K
–
2348
2021
Q3
$10K
Sell
484
-9
-2%
-$205
﹤0.01%
1675
2021
Q2
$12K
Buy
493
+182
+59%
+$4.18K
﹤0.01%
1641
2021
Q1
$6K
Buy
311
+188
+153%
+$3.9K
﹤0.01%
1826
2020
Q4
$3K
Sell
123
-16,474
-99%
-$375K
﹤0.01%
1402
2020
Q3
$370K
Buy
16,597
+13,787
+491%
+$304K
0.02%
451
2020
Q2
$61K
Buy
2,810
+1,186
+73%
+$23.6K
﹤0.01%
884
2020
Q1
$25K
Buy
1,624
+34
+2%
+$669
﹤0.01%
1164
2019
Q4
$35K
Hold
1,590
–
–
﹤0.01%
1158
2019
Q3
$32K
Hold
1,590
–
–
﹤0.01%
1167
2019
Q2
$31K
Hold
1,590
–
–
﹤0.01%
1095
2019
Q1
$28K
Sell
1,590
-17,183
-92%
-$292K
﹤0.01%
991
2018
Q4
$292K
Buy
+18,773
New
+$320K
0.03%
423
Other funds holding WEN
TFM
Trian Fund Management
New York
$3.86B AUM
26.59%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Allspring Global Investments
Charlotte, North Carolina
$59.7B AUM
29.08%
1-Year Est. Return
Harris Associates
Chicago, Illinois
$75B AUM
11.27%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Janus Henderson Group
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close