Prasad Wealth Partners’s Wendy's WEN Stock Holding History

Prasad Wealth 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
2025 Q1	–	Sell	-39,573	Closed	-$645K	–	124
2024 Q4	$645K	Buy	+39,573	New	+$722K	0.21%	55

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Prasad Wealth Partners's WEN Position: Q1 2025 in Review

Prasad Wealth Partners sold out of Wendy's (WEN) in Q1 2025, closing a stake of 39,573 shares — an estimated $645K sold.

Prasad Wealth Partners first reported a position in WEN in Q4 2024 and held it in 1 quarter. The position peaked at $645K in Q4 2024. 423 funds tracked by Wall St. Rank hold WEN as of Q1 2025.

Prasad Wealth Partners reported no remaining Wendy's position as of Q1 2025 after selling out during the quarter.
Prasad Wealth Partners sold 39,573 Wendy's shares in Q1 2025, an estimated $645K.
Prasad Wealth Partners first reported a position in Wendy's in Q4 2024 and held it in 1 quarter.
Prasad Wealth Partners's Wendy's position peaked at $645K in Q4 2024.
423 funds tracked by Wall St. Rank held Wendy's as of Q1 2025.

Based on Prasad Wealth Partners's 13F filing for Q1 2025, filed 12 May 2025.