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Optimum Investment Advisors’s Wendy's WEN Stock Holding History

Optimum Investment 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
2019
Q4 		– Sell
-500
Closed -$2K – 1022
2019
Q3 		$2K Hold
500
– – ﹤0.01% 944
2019
Q2 		$2K Hold
500
– – ﹤0.01% 898
2019
Q1 		$1K Buy
+500
New +$8.5K ﹤0.01% 984

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Optimum Investment Advisors's WEN Position: Q2 2025 in Review

Optimum Investment Advisors sold out of Wendy's (WEN) in Q2 2025, closing a stake of 800 shares — an estimated $11.7K sold.

Optimum Investment Advisors first reported a position in WEN in Q1 2018 and held it in 29 quarters. The position peaked at $19K in Q4 2021. 401 funds tracked by Wall St. Rank hold WEN as of Q2 2025.

  • Optimum Investment Advisors reported no remaining Wendy's position as of Q2 2025 after selling out during the quarter.
  • Optimum Investment Advisors sold 800 Wendy's shares in Q2 2025, an estimated $11.7K.
  • Optimum Investment Advisors first reported a position in Wendy's in Q1 2018 and held it in 29 quarters.
  • Optimum Investment Advisors's Wendy's position peaked at $19K in Q4 2021.
  • 401 funds tracked by Wall St. Rank held Wendy's as of Q2 2025.

Based on Optimum Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.