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My Legacy Advisors’s Wendy's WEN Stock Holding History

My Legacy 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
2025
Q2 		– Sell
-12,060
Closed -$176K – 223
2025
Q1 		$176K Sell
12,060
-334
-3% -$5.02K 0.07% 205
2024
Q4 		$188K Sell
12,394
-325
-3% -$5.93K 0.07% 197
2024
Q3 		$223K Sell
12,719
-4,763
-27% -$81.1K 0.09% 187
2024
Q2 		$296K Buy
17,482
+364
+2% +$6.62K 0.09% 189
2024
Q1 		$323K Sell
17,118
-120
-0.7% -$2.25K 0.11% 183
2023
Q4 		$335K Sell
17,238
-512
-3% -$9.85K 0.12% 176
2023
Q3 		$342K Buy
17,750
+2,114
+14% +$44.1K 0.14% 164
2023
Q2 		$334K Buy
15,636
+2,698
+21% +$60.1K 0.13% 176
2023
Q1 		$281K Buy
+12,938
New +$284K 0.12% 184

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

My Legacy Advisors's WEN Position: Q2 2025 in Review

My Legacy Advisors sold out of Wendy's (WEN) in Q2 2025, closing a stake of 12,060 shares — an estimated $176K sold.

My Legacy Advisors first reported a position in WEN in Q1 2023 and held it in 9 quarters. The position peaked at $342K in Q3 2023. 402 funds tracked by Wall St. Rank hold WEN as of Q2 2025.

  • My Legacy Advisors reported no remaining Wendy's position as of Q2 2025 after selling out during the quarter.
  • My Legacy Advisors sold 12,060 Wendy's shares in Q2 2025, an estimated $176K.
  • My Legacy Advisors first reported a position in Wendy's in Q1 2023 and held it in 9 quarters.
  • My Legacy Advisors's Wendy's position peaked at $342K in Q3 2023.
  • 402 funds tracked by Wall St. Rank held Wendy's as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.