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
2026 Q1	–	Sell	-1,068	Closed	-$8.9K	–	2422
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 $4.23B AUM 31.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SageView Advisory Group's WEN Position: Q1 2026 in Review

SageView Advisory Group sold out of Wendy's (WEN) in Q1 2026, closing a stake of 1,068 shares — an estimated $8.9K sold.

SageView Advisory Group first reported a position in WEN in Q1 2023 and held it in 5 quarters. The position peaked at $406K in Q2 2023. 411 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

SageView Advisory Group reported no remaining Wendy's position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,068 Wendy's shares in Q1 2026, an estimated $8.9K.
SageView Advisory Group first reported a position in Wendy's in Q1 2023 and held it in 5 quarters.
SageView Advisory Group's Wendy's position peaked at $406K in Q2 2023.
411 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.