Mercer Global Advisors
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Mercer Global Advisors’s Wendy's WEN Stock Holding History

Mercer Global 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
Q1 		$548K Sell
78,851
-20,060
-20% -$154K ﹤0.01% 1921
2025
Q4 		$824K Buy
98,911
+16,725
+20% +$144K ﹤0.01% 1565
2025
Q3 		$753K Buy
82,186
+21,059
+34% +$216K ﹤0.01% 1519
2025
Q2 		$698K Sell
61,127
-17,037
-22% -$208K ﹤0.01% 1391
2025
Q1 		$1.14M Buy
78,164
+25,735
+49% +$387K ﹤0.01% 1075
2024
Q4 		$855K Buy
52,429
+2,339
+5% +$42.7K ﹤0.01% 1187
2024
Q3 		$883K Buy
50,090
+3,145
+7% +$53.5K ﹤0.01% 1065
2024
Q2 		$796K Buy
46,945
+953
+2% +$17.3K ﹤0.01% 1076
2024
Q1 		$866K Buy
45,992
+4,159
+10% +$78.2K ﹤0.01% 1029
2023
Q4 		$815K Buy
41,833
+972
+2% +$18.7K ﹤0.01% 1069
2023
Q3 		$834K Sell
40,861
-1,354
-3% -$28.3K ﹤0.01% 1017
2023
Q2 		$918K Buy
42,215
+10,907
+35% +$243K ﹤0.01% 970
2023
Q1 		$682K Sell
31,308
-1,450
-4% -$31.8K ﹤0.01% 1061
2022
Q4 		$741K Buy
32,758
+2,096
+7% +$44.8K ﹤0.01% 1041
2022
Q3 		$573K Sell
30,662
-12
-0% -$242 ﹤0.01% 1070
2022
Q2 		$579K Sell
30,674
-9
-0% -$171 ﹤0.01% 1072
2022
Q1 		$674K Buy
30,683
+285
+0.9% +$6.42K ﹤0.01% 1081
2021
Q4 		$725K Buy
30,398
+105
+0.3% +$2.33K ﹤0.01% 1029
2021
Q3 		$657K Buy
30,293
+5,900
+24% +$134K ﹤0.01% 1038
2021
Q2 		$571K Buy
24,393
+689
+3% +$15.8K ﹤0.01% 1086
2021
Q1 		$480K Sell
23,704
-24
-0.1% -$498 ﹤0.01% 1097
2020
Q4 		$520K Buy
23,728
+37
+0.2% +$843 0.01% 844
2020
Q3 		$528K Sell
23,691
-2,975
-11% -$65.5K 0.01% 764
2020
Q2 		$581K Sell
26,666
-242
-0.9% -$4.81K 0.01% 628
2020
Q1 		$400K Sell
26,908
-324
-1% -$6.37K 0.01% 729
2019
Q4 		$605K Buy
27,232
+13,675
+101% +$290K 0.01% 672
2019
Q3 		$270K Sell
13,557
-18
-0.1% -$359 0.01% 926
2019
Q2 		$266K Sell
13,575
-2
-0% -$38 0.01% 924
2019
Q1 		$243K Buy
+13,577
New +$231K 0.01% 909

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

Mercer Global Advisors's WEN Position: Q1 2026 in Review

Mercer Global Advisors reduced its Wendy's (WEN) stake by 20% in Q1 2026, selling an estimated $154K and leaving 78,851 shares worth $548K. The position accounts for ﹤0.01% of the portfolio, ranked #1921.

Mercer Global Advisors first reported a position in WEN in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.14M in Q1 2025. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Mercer Global Advisors held 78,851 shares of Wendy's worth $548K as of Q1 2026.
  • Mercer Global Advisors sold 20,060 Wendy's shares in Q1 2026, an estimated $154K.
  • Wendy's made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1921 holding.
  • Mercer Global Advisors first reported a position in Wendy's in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's Wendy's position peaked at $1.14M in Q1 2025.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.