Root Financial Partners
WEN icon

Root Financial Partners’s Wendy's WEN Stock Holding History

Root Financial Partners’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
Q3 		$4.76K Buy
+746
New +$5.75K ﹤0.01% 2252
2026
Q2 		– Sell
-961
Closed -$6.68K – 3158
2026
Q1 		$6.68K Buy
961
+915
+1,989% +$7.04K ﹤0.01% 1834
2025
Q4 		$383 Sell
46
-37
-45% -$319 ﹤0.01% 2241
2025
Q3 		$760 Buy
+83
New +$853 ﹤0.01% 2100

Other funds holding WEN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Root Financial Partners's WEN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Wendy's (WEN) in Q3 2026: 746 shares worth $4.76K. The stake represents ﹤0.01% of the portfolio and ranks #2252 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in WEN as recently as Q1 2026.

Root Financial Partners first reported a position in WEN in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.68K in Q1 2026. 307 funds tracked by Wall St. Rank hold WEN as of Q3 2026.

  • Root Financial Partners held 746 shares of Wendy's worth $4.76K as of Q3 2026.
  • Wendy's was a new Root Financial Partners position in Q3 2026.
  • Wendy's made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2252 holding.
  • Root Financial Partners first reported a position in Wendy's in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Wendy's position peaked at $6.68K in Q1 2026.
  • 307 funds tracked by Wall St. Rank held Wendy's as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.