Salomon & Ludwin
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Salomon & Ludwin’s Wendy's WEN Stock Holding History

Salomon & Ludwin’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
Q3 		$12.7K Sell
1,996
-235
-11% -$1.81K ﹤0.01% 1216
2026
Q2 		$19.9K Sell
2,231
-721
-24% -$5.15K ﹤0.01% 1145
2026
Q1 		$20.3K Buy
2,952
+1,697
+135% +$13.1K ﹤0.01% 1071
2025
Q4 		$10.2K Sell
1,255
-345
-22% -$2.98K ﹤0.01% 1426
2025
Q3 		$15.3K Buy
+1,600
New +$16.4K ﹤0.01% 1004
2024
Q3 		– Sell
-310
Closed -$5.26K – 741
2024
Q2 		$5.26K Sell
310
-1,258
-80% -$22.9K ﹤0.01% 520
2024
Q1 		$29.5K Buy
1,568
+1,240
+378% +$23.3K ﹤0.01% 427
2023
Q4 		$6.69K Hold
328
– – ﹤0.01% 544
2023
Q3 		$6.69K Buy
+328
New +$6.85K ﹤0.01% 542
2020
Q2 		– Sell
-328
Closed -$5K – 221
2020
Q1 		$5K Hold
328
– – ﹤0.01% 199
2019
Q4 		$7K Hold
328
– – ﹤0.01% 198
2019
Q3 		$7K Hold
328
– – ﹤0.01% 182
2019
Q2 		$6K Buy
+328
New +$6.18K ﹤0.01% 185

Other funds holding WEN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Salomon & Ludwin's WEN Position: Q3 2026 in Review

Salomon & Ludwin reduced its Wendy's (WEN) stake by 11% in Q3 2026, selling an estimated $1.81K and leaving 1,996 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

Salomon & Ludwin first reported a position in WEN in Q2 2019 and has held it in 13 quarters since. The position peaked at $29.5K in Q1 2024. 307 funds tracked by Wall St. Rank hold WEN as of Q3 2026.

  • Salomon & Ludwin held 1,996 shares of Wendy's worth $12.7K as of Q3 2026.
  • Salomon & Ludwin sold 235 Wendy's shares in Q3 2026, an estimated $1.81K.
  • Wendy's made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #1216 holding.
  • Salomon & Ludwin first reported a position in Wendy's in Q2 2019 and has held it in 13 quarters since.
  • Salomon & Ludwin's Wendy's position peaked at $29.5K in Q1 2024.
  • 307 funds tracked by Wall St. Rank held Wendy's as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.