SAG
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SageView Advisory Group’s Wendy's WEN Stock Holding History

SageView Advisory Group’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 		$8.9K Buy
+1,068
New +$9.22K ﹤0.01% 1759
2024
Q1 		– Sell
-17,307
Closed -$333K – 830
2023
Q4 		$333K Buy
17,307
+256
+2% +$4.93K 0.01% 477
2023
Q3 		$348K Sell
17,051
-1,612
-9% -$33.7K 0.02% 390
2023
Q2 		$406K Buy
18,663
+1,421
+8% +$31.7K 0.02% 385
2023
Q1 		$376K Buy
+17,242
New +$379K 0.02% 351

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