Oarsman Capital’s Wendy's WEN Stock Holding History

Oarsman Capital’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	-1,000	Closed	-$16.3K	–	852
2024 Q4	$16.3K	Hold	1,000	–	–	﹤0.01%	630
2024 Q3	$17.5K	Buy	+1,000	New	+$17K	﹤0.01%	617

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

Oarsman Capital's WEN Position: Q1 2025 in Review

Oarsman Capital sold out of Wendy's (WEN) in Q1 2025, closing a stake of 1,000 shares — an estimated $16.3K sold.

Oarsman Capital first reported a position in WEN in Q3 2024 and held it in 2 quarters. The position peaked at $17.5K in Q3 2024. 423 funds tracked by Wall St. Rank hold WEN as of Q1 2025.

Oarsman Capital reported no remaining Wendy's position as of Q1 2025 after selling out during the quarter.
Oarsman Capital sold 1,000 Wendy's shares in Q1 2025, an estimated $16.3K.
Oarsman Capital first reported a position in Wendy's in Q3 2024 and held it in 2 quarters.
Oarsman Capital's Wendy's position peaked at $17.5K in Q3 2024.
423 funds tracked by Wall St. Rank held Wendy's as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.