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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
Q2 		$106K Buy
12,832
+12,058
+1,558% +$86.2K ﹤0.01% 2934
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 $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

NewEdge Advisors's WEN Position: Q2 2026 in Review

NewEdge Advisors increased its Wendy's (WEN) stake by 1,558% in Q2 2026, buying an estimated $86.2K and bringing the position to 12,832 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #2934.

NewEdge Advisors first reported a position in WEN in Q4 2022 and has held it in 15 quarters since. The position peaked at $218K in Q4 2024. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • NewEdge Advisors held 12,832 shares of Wendy's worth $106K as of Q2 2026.
  • NewEdge Advisors bought 12,058 Wendy's shares in Q2 2026, an estimated $86.2K.
  • Wendy's made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2934 holding.
  • NewEdge Advisors first reported a position in Wendy's in Q4 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's Wendy's position peaked at $218K in Q4 2024.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.