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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
Q2 		$138K Buy
+16,588
New +$119K 0.03% 427
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 $4.23B AUM 31.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sagewood Asset Management's WEN Position: Q2 2026 in Review

Sagewood Asset Management opened a new position in Wendy's (WEN) in Q2 2026: 16,588 shares worth $138K. The stake represents 0.03% of the portfolio and ranks #427 among its holdings. This is a return to the name: Sagewood Asset Management previously reported a position in WEN as recently as Q4 2025.

Sagewood Asset Management first reported a position in WEN in Q4 2025 and has held it in 2 quarters since. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Sagewood Asset Management held 16,588 shares of Wendy's worth $138K as of Q2 2026.
  • Wendy's was a new Sagewood Asset Management position in Q2 2026.
  • Wendy's made up 0.03% of Sagewood Asset Management's portfolio in Q2 2026, its #427 holding.
  • Sagewood Asset Management first reported a position in Wendy's in Q4 2025 and has held it in 2 quarters since.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.