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WEN icon

NewEdge Advisors’s Wendy's WEN Stock Holding History

NewEdge 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 		$5.38K Sell
774
-12,124
-94% -$93.3K ﹤0.01% 3570
2025
Q4 		$107K Buy
12,898
+1,647
+15% +$14.2K ﹤0.01% 2745
2025
Q3 		$103K Sell
11,251
-550
-5% -$5.65K ﹤0.01% 2596
2025
Q2 		$135K Buy
11,801
+254
+2% +$3.1K ﹤0.01% 2329
2025
Q1 		$169K Sell
11,547
-1,807
-14% -$27.2K ﹤0.01% 2155
2024
Q4 		$218K Buy
13,354
+13,097
+5,096% +$239K ﹤0.01% 2052
2024
Q3 		$4.5K Buy
257
+1
+0.4% +$17 ﹤0.01% 3189
2024
Q2 		$4.34K Sell
256
-1,045
-80% -$19K ﹤0.01% 3137
2024
Q1 		$24.5K Sell
1,301
-523
-29% -$9.83K ﹤0.01% 2562
2023
Q4 		$35.5K Buy
1,824
+260
+17% +$5K ﹤0.01% 2338
2023
Q3 		$31.9K Buy
1,564
+507
+48% +$10.6K ﹤0.01% 2234
2023
Q2 		$23K Buy
1,057
+204
+24% +$4.54K ﹤0.01% 2346
2023
Q1 		$18.6K Sell
853
-197
-19% -$4.33K ﹤0.01% 2365
2022
Q4 		$4.31K Buy
+1,050
New +$22.4K ﹤0.01% 2640

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

NewEdge Advisors's WEN Position: Q1 2026 in Review

NewEdge Advisors reduced its Wendy's (WEN) stake by 94% in Q1 2026, selling an estimated $93.3K and leaving 774 shares worth $5.38K. The position accounts for ﹤0.01% of the portfolio, ranked #3570.

NewEdge Advisors first reported a position in WEN in Q4 2022 and has held it in 14 quarters since. The position peaked at $218K in Q4 2024. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • NewEdge Advisors held 774 shares of Wendy's worth $5.38K as of Q1 2026.
  • NewEdge Advisors sold 12,124 Wendy's shares in Q1 2026, an estimated $93.3K.
  • Wendy's made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3570 holding.
  • NewEdge Advisors first reported a position in Wendy's in Q4 2022 and has held it in 14 quarters since.
  • NewEdge Advisors's Wendy's position peaked at $218K in Q4 2024.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.