Raymond James Financial
WEN icon

Raymond James Financial’s Wendy's WEN Stock Holding History

Raymond James Financial’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
Q1 		$1.44M Buy
207,564
+134,028
+182% +$1.03M ﹤0.01% 3595
2025
Q4 		$613K Sell
73,536
-2,479
-3% -$21.4K ﹤0.01% 4120
2025
Q3 		$696K Buy
76,015
+12,910
+20% +$133K ﹤0.01% 3923
2025
Q2 		$721K Buy
63,105
+12,029
+24% +$147K ﹤0.01% 3779
2025
Q1 		$747K Buy
51,076
+542
+1% +$8.15K ﹤0.01% 3683
2024
Q4 		$824K Buy
+50,534
New +$922K ﹤0.01% 3579

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial's WEN Position: Q1 2026 in Review

Raymond James Financial increased its Wendy's (WEN) stake by 182% in Q1 2026, buying an estimated $1.03M and bringing the position to 207,564 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #3595.

Raymond James Financial first reported a position in WEN in Q4 2024 and has held it in 6 quarters since. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Raymond James Financial held 207,564 shares of Wendy's worth $1.44M as of Q1 2026.
  • Raymond James Financial bought 134,028 Wendy's shares in Q1 2026, an estimated $1.03M.
  • Wendy's made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3595 holding.
  • Raymond James Financial first reported a position in Wendy's in Q4 2024 and has held it in 6 quarters since.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.