Neuberger Berman Group
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Neuberger Berman Group’s Wendy's WEN Stock Holding History

Neuberger Berman 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
Q2 		$466K Buy
56,192
+5,093
+10% +$36.4K ﹤0.01% 1828
2026
Q1 		$355K Buy
51,099
+12,562
+33% +$96.7K ﹤0.01% 1770
2025
Q4 		$321K Sell
38,537
-9,707
-20% -$83.8K ﹤0.01% 1777
2025
Q3 		$442K Sell
48,244
-9,450
-16% -$97.1K ﹤0.01% 1631
2025
Q2 		$659K Sell
57,694
-466
-0.8% -$5.68K ﹤0.01% 1497
2025
Q1 		$851K Buy
58,160
+6,464
+13% +$97.2K ﹤0.01% 1373
2024
Q4 		$843K Sell
51,696
-627
-1% -$11.4K ﹤0.01% 1358
2024
Q3 		$917K Sell
52,323
-23,558
-31% -$401K ﹤0.01% 1325
2024
Q2 		$1.29M Sell
75,881
-12,257
-14% -$223K ﹤0.01% 1203
2024
Q1 		$1.66M Sell
88,138
-94,102
-52% -$1.77M ﹤0.01% 1154
2023
Q4 		$3.55M Buy
182,240
+88,520
+94% +$1.7M ﹤0.01% 1129
2023
Q3 		$1.91M Sell
93,720
-5,746
-6% -$120K ﹤0.01% 1089
2023
Q2 		$2.16M Sell
99,466
-14,732
-13% -$328K ﹤0.01% 1069
2023
Q1 		$2.49M Sell
114,198
-14,031
-11% -$308K ﹤0.01% 1035
2022
Q4 		$2.9M Buy
128,229
+20,997
+20% +$448K ﹤0.01% 984
2022
Q3 		$2M Sell
107,232
-2,221
-2% -$44.7K ﹤0.01% 1079
2022
Q2 		$2.07M Sell
109,453
-45,114
-29% -$855K ﹤0.01% 1099
2022
Q1 		$3.4M Sell
154,567
-1,360
-0.9% -$30.6K ﹤0.01% 1056
2021
Q4 		$3.72M Sell
155,927
-51,569
-25% -$1.15M ﹤0.01% 1053
2021
Q3 		$4.5M Sell
207,496
-17,542
-8% -$400K ﹤0.01% 975
2021
Q2 		$5.27M Sell
225,038
-225,849
-50% -$5.18M ﹤0.01% 944
2021
Q1 		$9.13M Sell
450,887
-45,191
-9% -$939K 0.01% 837
2020
Q4 		$10.9M Buy
496,078
+3,011
+0.6% +$68.6K 0.01% 767
2020
Q3 		$11M Sell
493,067
-25,073
-5% -$552K 0.01% 715
2020
Q2 		$11.3M Buy
518,140
+9,755
+2% +$194K 0.01% 693
2020
Q1 		$7.57M Buy
508,385
+5,429
+1% +$107K 0.01% 717
2019
Q4 		$11.2M Buy
502,956
+3,276
+0.7% +$69.5K 0.01% 721
2019
Q3 		$9.98M Buy
499,680
+1,743
+0.4% +$34.7K 0.01% 716
2019
Q2 		$9.75M Sell
497,937
-9,611
-2% -$181K 0.01% 761
2019
Q1 		$9.08M Sell
507,548
-16,900
-3% -$287K 0.01% 761
2018
Q4 		$8.19M Buy
524,448
+600
+0.1% +$10.2K 0.01% 762
2018
Q3 		$8.98M Hold
523,848
– – 0.01% 819
2018
Q2 		$9M Sell
523,848
-48,070
-8% -$818K 0.01% 826
2018
Q1 		$10M Buy
571,918
+4,346
+0.8% +$72.1K 0.01% 781
2017
Q4 		$9.32M Sell
567,572
-49,946
-8% -$759K 0.01% 784
2017
Q3 		$9.59M Sell
617,518
-9,336
-1% -$143K 0.01% 757
2017
Q2 		$9.72M Buy
626,854
+20,402
+3% +$309K 0.01% 762
2017
Q1 		$8.25M Buy
606,452
+8,106
+1% +$111K 0.01% 779
2016
Q4 		$8.09M Buy
598,346
+5,446
+0.9% +$65.7K 0.01% 780
2016
Q3 		$6.4M Buy
592,900
+2,989
+0.5% +$30.1K 0.01% 813
2016
Q2 		$5.67M Sell
589,911
-5,500
-0.9% -$57.7K 0.01% 838
2016
Q1 		$6.48M Sell
595,411
-4,311
-0.7% -$42.7K 0.01% 816
2015
Q4 		$6.46M Buy
599,722
+31,449
+6% +$310K 0.01% 841
2015
Q3 		$4.92M Sell
568,273
-98,343
-15% -$953K 0.01% 887
2015
Q2 		$7.52M Sell
666,616
-1,820
-0.3% -$20.1K 0.01% 869
2015
Q1 		$7.29M Sell
668,436
-963,118
-59% -$10.3M 0.01% 881
2014
Q4 		$14.7M Buy
1,631,554
+1,011
+0.1% +$8.54K 0.02% 751
2014
Q3 		$13.5M Sell
1,630,543
-48,574
-3% -$398K 0.01% 782
2014
Q2 		$14.3M Sell
1,679,117
-295,299
-15% -$2.49M 0.01% 746
2014
Q1 		$18M Sell
1,974,416
-454,793
-19% -$4.17M 0.02% 682
2013
Q4 		$21.2M Sell
2,429,209
-553,660
-19% -$4.76M 0.02% 622
2013
Q3 		$25.3M Sell
2,982,869
-292,726
-9% -$2.19M 0.03% 565
2013
Q2 		$19.1M Buy
+3,275,595
New +$19M 0.02% 619

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Neuberger Berman Group's WEN Position: Q2 2026 in Review

Neuberger Berman Group increased its Wendy's (WEN) stake by 10% in Q2 2026, buying an estimated $36.4K and bringing the position to 56,192 shares worth $466K. The position accounts for ﹤0.01% of the portfolio, ranked #1828.

Neuberger Berman Group first reported a position in WEN in Q2 2013 and has held it in 53 quarters since. The position peaked at $25.3M in Q3 2013. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Neuberger Berman Group held 56,192 shares of Wendy's worth $466K as of Q2 2026.
  • Neuberger Berman Group bought 5,093 Wendy's shares in Q2 2026, an estimated $36.4K.
  • Wendy's made up ﹤0.01% of Neuberger Berman Group's portfolio in Q2 2026, its #1828 holding.
  • Neuberger Berman Group first reported a position in Wendy's in Q2 2013 and has held it in 53 quarters since.
  • Neuberger Berman Group's Wendy's position peaked at $25.3M in Q3 2013.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.