New Wave Wealth Advisors’s Wendy's WEN Stock Holding History

New Wave Wealth 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 Q1	–	Sell	-425	Closed	-$6.93K	–	676
2024 Q4	$6.93K	Buy	+425	New	+$7.76K	﹤0.01%	394

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

New Wave Wealth Advisors's WEN Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Wendy's (WEN) in Q1 2025, closing a stake of 425 shares — an estimated $6.93K sold.

New Wave Wealth Advisors first reported a position in WEN in Q4 2024 and held it in 1 quarter. The position peaked at $6.93K in Q4 2024. 423 funds tracked by Wall St. Rank hold WEN as of Q1 2025.

New Wave Wealth Advisors reported no remaining Wendy's position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 425 Wendy's shares in Q1 2025, an estimated $6.93K.
New Wave Wealth Advisors first reported a position in Wendy's in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's Wendy's position peaked at $6.93K in Q4 2024.
423 funds tracked by Wall St. Rank held Wendy's as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.