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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 $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 $3.38T AUM 44.17% 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

Rise Advisors's WEN Position: Q4 2025 in Review

Rise Advisors sold out of Wendy's (WEN) in Q4 2025, closing a stake of 753 shares — an estimated $6.9K sold.

Rise Advisors first reported a position in WEN in Q4 2021 and held it in 8 quarters. The position peaked at $16.9K in Q1 2024. 429 funds tracked by Wall St. Rank hold WEN as of Q4 2025.

  • Rise Advisors reported no remaining Wendy's position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 753 Wendy's shares in Q4 2025, an estimated $6.9K.
  • Rise Advisors first reported a position in Wendy's in Q4 2021 and held it in 8 quarters.
  • Rise Advisors's Wendy's position peaked at $16.9K in Q1 2024.
  • 429 funds tracked by Wall St. Rank held Wendy's as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.