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Oasis Management Company’s Wendy's WEN Stock Holding History

Oasis Management Company’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 		$10.5M Buy
1,511,903
+1,500,000
+12,602% +$11.5M 0.61% 22
2025
Q4 		$99.2K Buy
+11,903
New +$103K 0.01% 92

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

Oasis Management Company's WEN Position: Q1 2026 in Review

Oasis Management Company increased its Wendy's (WEN) stake by 12,602% in Q1 2026, buying an estimated $11.5M and bringing the position to 1,511,903 shares worth $10.5M. The position accounts for 0.61% of the portfolio, ranked #22.

Oasis Management Company first reported a position in WEN in Q4 2025 and has held it in 2 quarters since. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Oasis Management Company held 1,511,903 shares of Wendy's worth $10.5M as of Q1 2026.
  • Oasis Management Company bought 1,500,000 Wendy's shares in Q1 2026, an estimated $11.5M.
  • Wendy's made up 0.61% of Oasis Management Company's portfolio in Q1 2026, its #22 holding.
  • Oasis Management Company first reported a position in Wendy's in Q4 2025 and has held it in 2 quarters since.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Oasis Management Company's 13F filing for Q1 2026, filed 15 May 2026.