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New Age Alpha Advisors’s Wendy's WEN Stock Holding History

New Age Alpha 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
Q2 		$426K Buy
+51,409
New +$367K 0.02% 646
2025
Q1 		– Sell
-4,131
Closed -$67.3K – 1039
2024
Q4 		$67.3K Buy
+4,131
New +$75.4K ﹤0.01% 774

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

New Age Alpha Advisors's WEN Position: Q2 2026 in Review

New Age Alpha Advisors opened a new position in Wendy's (WEN) in Q2 2026: 51,409 shares worth $426K. The stake represents 0.02% of the portfolio and ranks #646 among its holdings. This is a return to the name: New Age Alpha Advisors previously reported a position in WEN as recently as Q4 2024.

New Age Alpha Advisors first reported a position in WEN in Q4 2024 and has held it in 2 quarters since. 404 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • New Age Alpha Advisors held 51,409 shares of Wendy's worth $426K as of Q2 2026.
  • Wendy's was a new New Age Alpha Advisors position in Q2 2026.
  • Wendy's made up 0.02% of New Age Alpha Advisors's portfolio in Q2 2026, its #646 holding.
  • New Age Alpha Advisors first reported a position in Wendy's in Q4 2024 and has held it in 2 quarters since.
  • 404 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.