RFP
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
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

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

Root Financial Partners's WEN Position: Q1 2026 in Review

Root Financial Partners increased its Wendy's (WEN) stake by 1,989% in Q1 2026, buying an estimated $7.04K and bringing the position to 961 shares worth $6.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1834.

Root Financial Partners first reported a position in WEN in Q3 2025 and has held it in 3 quarters since. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Root Financial Partners held 961 shares of Wendy's worth $6.68K as of Q1 2026.
  • Root Financial Partners bought 915 Wendy's shares in Q1 2026, an estimated $7.04K.
  • Wendy's made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1834 holding.
  • Root Financial Partners first reported a position in Wendy's in Q3 2025 and has held it in 3 quarters since.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.