Sagewood Asset Management’s Wendy's WEN Stock Holding History

Sagewood Asset Management’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	-12,065	Closed	-$101K	–	380
2025 Q4	$101K	Buy	+12,065	New	+$104K	0.04%	248

Other funds holding WEN

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sagewood Asset Management's WEN Position: Q1 2026 in Review

Sagewood Asset Management sold out of Wendy's (WEN) in Q1 2026, closing a stake of 12,065 shares — an estimated $101K sold.

Sagewood Asset Management first reported a position in WEN in Q4 2025 and held it in 1 quarter. The position peaked at $101K in Q4 2025. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

Sagewood Asset Management reported no remaining Wendy's position as of Q1 2026 after selling out during the quarter.
Sagewood Asset Management sold 12,065 Wendy's shares in Q1 2026, an estimated $101K.
Sagewood Asset Management first reported a position in Wendy's in Q4 2025 and held it in 1 quarter.
Sagewood Asset Management's Wendy's position peaked at $101K in Q4 2025.
407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Sagewood Asset Management's 13F filing for Q1 2026, filed 13 May 2026.