Ray Dalio
WEN icon

Ray Dalio’s Wendy's WEN Stock Holding History

Ray Dalio’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 		– Sell
-53,949
Closed -$375K – 1187
2026
Q1 		$375K Sell
53,949
-33,582
-38% -$258K ﹤0.01% 928
2025
Q4 		$729K Sell
87,531
-9,674
-10% -$83.5K ﹤0.01% 927
2025
Q3 		$890K Buy
+97,205
New +$998K ﹤0.01% 861
2023
Q1 		– Sell
-11,466
Closed -$259K – 913
2022
Q4 		$259K Buy
+11,466
New +$245K ﹤0.01% 786
2022
Q3 		– Sell
-14,353
Closed -$271K – 1028
2022
Q2 		$271K Buy
14,353
+2,243
+19% +$42.5K ﹤0.01% 953
2022
Q1 		$266K Buy
+12,110
New +$273K ﹤0.01% 945
2021
Q3 		– Sell
-12,000
Closed -$281K – 804
2021
Q2 		$281K Buy
+12,000
New +$275K ﹤0.01% 690

Other funds holding WEN

Trian Fund Management
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 Portfolio Management
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ray Dalio's WEN Position: Q2 2026 in Review

Ray Dalio sold out of Wendy's (WEN) in Q2 2026, closing a stake of 53,949 shares — an estimated $375K sold.

Ray Dalio first reported a position in WEN in Q2 2021 and held it in 7 quarters. The position peaked at $890K in Q3 2025. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Ray Dalio reported no remaining Wendy's position as of Q2 2026 after selling out during the quarter.
  • Ray Dalio sold 53,949 Wendy's shares in Q2 2026, an estimated $375K.
  • Ray Dalio first reported a position in Wendy's in Q2 2021 and held it in 7 quarters.
  • Ray Dalio's Wendy's position peaked at $890K in Q3 2025.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.