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Prosperity Wealth Management’s Wendy's WEN Stock Holding History

Prosperity Wealth 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
2025
Q4 		$207K Buy
+24,875
New +$215K 0.07% 241

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prosperity Wealth Management's WEN Position: Q4 2025 in Review

Prosperity Wealth Management opened a new position in Wendy's (WEN) in Q4 2025: 24,875 shares worth $207K. The stake represents 0.07% of the portfolio and ranks #241 among its holdings.

427 funds tracked by Wall St. Rank hold WEN as of Q4 2025.

  • Prosperity Wealth Management held 24,875 shares of Wendy's worth $207K as of Q4 2025.
  • Wendy's was a new Prosperity Wealth Management position in Q4 2025.
  • Wendy's made up 0.07% of Prosperity Wealth Management's portfolio in Q4 2025, its #241 holding.
  • 427 funds tracked by Wall St. Rank held Wendy's as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.