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PTC
Petrus Trust Company’s
Wendy's
WEN
Stock Holding History
Petrus Trust Company’s Portfolio
WEN Stock Details
WEN Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q4
–
Sell
-21,494
Closed
-$197K
–
156
2025
Q3
$197K
Buy
+21,494
New
+$221K
0.02%
112
2025
Q2
–
Sell
-25,468
Closed
-$373K
–
755
2025
Q1
$373K
Buy
+25,468
New
+$383K
0.03%
313
2024
Q3
–
Sell
-18,210
Closed
-$309K
–
766
2024
Q2
$309K
Sell
18,210
-14,951
-45%
-$272K
0.03%
418
2024
Q1
$625K
Hold
33,161
–
–
0.06%
125
2023
Q4
$646K
Buy
33,161
+22,725
+218%
+$437K
0.06%
137
2023
Q3
$213K
Buy
+10,436
New
+$218K
0.02%
512
2023
Q2
–
Sell
-10,601
Closed
-$231K
–
757
2023
Q1
$231K
Buy
+10,601
New
+$233K
0.03%
423
2016
Q4
–
Sell
-13,504
Closed
-$146K
–
231
2016
Q3
$146K
Buy
+13,504
New
+$136K
0.03%
162
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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
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
Harris Associates
Chicago, Illinois
$75B AUM
11.27%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Arrowstreet Capital
Boston, Massachusetts
$185B AUM
39.58%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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