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 Q2	$184K	Sell	22,159 -4,919	-18%	-$35.2K	﹤0.01%	2021
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 $4.23B AUM 31.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pictet Asset Management's WEN Position: Q2 2026 in Review

Pictet Asset Management reduced its Wendy's (WEN) stake by 18% in Q2 2026, selling an estimated $35.2K and leaving 22,159 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #2021.

Pictet Asset Management first reported a position in WEN in Q3 2023 and has held it in 12 quarters since. The position peaked at $428K in Q3 2023. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

Pictet Asset Management held 22,159 shares of Wendy's worth $184K as of Q2 2026.
Pictet Asset Management sold 4,919 Wendy's shares in Q2 2026, an estimated $35.2K.
Wendy's made up ﹤0.01% of Pictet Asset Management's portfolio in Q2 2026, its #2021 holding.
Pictet Asset Management first reported a position in Wendy's in Q3 2023 and has held it in 12 quarters since.
Pictet Asset Management's Wendy's position peaked at $428K in Q3 2023.
403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Pictet Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.