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Prosperity Consulting Group’s Wendy's WEN Stock Holding History

Prosperity Consulting Group’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
Q2 		– Sell
-16,856
Closed -$247K – 482
2025
Q1 		$247K Sell
16,856
-218
-1% -$3.28K 0.02% 399
2024
Q4 		$278K Sell
17,074
-17,034
-50% -$311K 0.02% 394
2024
Q3 		$598K Buy
34,108
+7,709
+29% +$131K 0.05% 289
2024
Q2 		$448K Buy
26,399
+6,273
+31% +$114K 0.06% 201
2024
Q1 		$379K Buy
+20,126
New +$378K 0.05% 247

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Prosperity Consulting Group's WEN Position: Q2 2025 in Review

Prosperity Consulting Group sold out of Wendy's (WEN) in Q2 2025, closing a stake of 16,856 shares — an estimated $247K sold.

Prosperity Consulting Group first reported a position in WEN in Q1 2024 and held it in 5 quarters. The position peaked at $598K in Q3 2024. 402 funds tracked by Wall St. Rank hold WEN as of Q2 2025.

  • Prosperity Consulting Group reported no remaining Wendy's position as of Q2 2025 after selling out during the quarter.
  • Prosperity Consulting Group sold 16,856 Wendy's shares in Q2 2025, an estimated $247K.
  • Prosperity Consulting Group first reported a position in Wendy's in Q1 2024 and held it in 5 quarters.
  • Prosperity Consulting Group's Wendy's position peaked at $598K in Q3 2024.
  • 402 funds tracked by Wall St. Rank held Wendy's as of Q2 2025.

Based on Prosperity Consulting Group's 13F filing for Q2 2025, filed 5 Aug 2025.