&Partners’s Wendy's WEN Stock Holding History

&Partners’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	$148K	Buy	21,172 +2,616	+14%	+$20.1K	﹤0.01%	2292
2025 Q4	$155K	Buy	+18,556	New	+$160K	﹤0.01%	2168

Other funds holding WEN

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

&Partners's WEN Position: Q1 2026 in Review

&Partners increased its Wendy's (WEN) stake by 14% in Q1 2026, buying an estimated $20.1K and bringing the position to 21,172 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #2292.

&Partners first reported a position in WEN in Q4 2025 and has held it in 2 quarters since. The position peaked at $155K in Q4 2025. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

&Partners held 21,172 shares of Wendy's worth $148K as of Q1 2026.
&Partners bought 2,616 Wendy's shares in Q1 2026, an estimated $20.1K.
Wendy's made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2292 holding.
&Partners first reported a position in Wendy's in Q4 2025 and has held it in 2 quarters since.
&Partners's Wendy's position peaked at $155K in Q4 2025.
407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.