Pictet Asset Management’s Wendy's WEN Stock Holding History

Pictet Asset Management’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	$188K	Sell	27,078 -838	-3%	-$6.45K	﹤0.01%	1953
2025 Q4	$233K	Hold	27,916	–	–	﹤0.01%	1841
2025 Q3	$256K	Hold	27,916	–	–	﹤0.01%	1740
2025 Q2	$319K	Buy	27,916 +817	+3%	+$9.97K	﹤0.01%	1596
2025 Q1	$396K	Buy	27,099 +4,849	+22%	+$72.9K	﹤0.01%	1466
2024 Q4	$363K	Buy	22,250 +1,805	+9%	+$32.9K	﹤0.01%	1544
2024 Q3	$358K	Sell	20,445 -2,088	-9%	-$35.5K	﹤0.01%	1501
2024 Q2	$382K	Hold	22,533	–	–	﹤0.01%	1393
2024 Q1	$425K	Buy	22,533 +1,573	+8%	+$29.6K	﹤0.01%	1369
2023 Q4	$408K	Hold	20,960	–	–	﹤0.01%	1367
2023 Q3	$428K	Buy	+20,960	New	+$438K	﹤0.01%	1306

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

Pictet Asset Management's WEN Position: Q1 2026 in Review

Pictet Asset Management reduced its Wendy's (WEN) stake by 3% in Q1 2026, selling an estimated $6.45K and leaving 27,078 shares worth $188K. The position accounts for ﹤0.01% of the portfolio, ranked #1953.

Pictet Asset Management first reported a position in WEN in Q3 2023 and has held it in 11 quarters since. The position peaked at $428K in Q3 2023. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

Pictet Asset Management held 27,078 shares of Wendy's worth $188K as of Q1 2026.
Pictet Asset Management sold 838 Wendy's shares in Q1 2026, an estimated $6.45K.
Wendy's made up ﹤0.01% of Pictet Asset Management's portfolio in Q1 2026, its #1953 holding.
Pictet Asset Management first reported a position in Wendy's in Q3 2023 and has held it in 11 quarters since.
Pictet Asset Management's Wendy's position peaked at $428K in Q3 2023.
407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Pictet Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.