RA
WEN icon

Rise Advisors’s Wendy's WEN Stock Holding History

Rise Advisors’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 		– Sell
-753
Closed -$6.9K – 1424
2025
Q3 		$6.9K Buy
753
+10
+1% +$103 ﹤0.01% 1113
2025
Q2 		$8.48K Buy
743
+9
+1% +$110 ﹤0.01% 1066
2025
Q1 		$10.7K Sell
734
-201
-21% -$3.02K ﹤0.01% 919
2024
Q4 		$15.2K Buy
935
+14
+2% +$256 0.01% 818
2024
Q3 		$16.1K Buy
921
+13
+1% +$221 0.01% 829
2024
Q2 		$15.4K Buy
908
+13
+1% +$236 0.01% 810
2024
Q1 		$16.9K Buy
+895
New +$16.8K 0.01% 772
2022
Q1 		– Sell
-25
Closed -$593 – 678
2021
Q4 		$593 Buy
+25
New +$556 ﹤0.01% 621

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return