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Sanctuary Advisors’s Wendy's WEN Stock Holding History

Sanctuary Advisors’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 		$194K Buy
23,363
+5,610
+32% +$40.1K ﹤0.01% 2637
2026
Q1 		$123K Sell
17,753
-2,893
-14% -$22.3K ﹤0.01% 2436
2025
Q4 		$172K Buy
20,646
+1,062
+5% +$9.16K ﹤0.01% 2299
2025
Q3 		$179K Buy
19,584
+96
+0.5% +$986 ﹤0.01% 2291
2025
Q2 		$223K Buy
19,488
+8,944
+85% +$109K ﹤0.01% 2099
2025
Q1 		$154K Sell
10,544
-22,510
-68% -$339K ﹤0.01% 2076
2024
Q4 		$492K Sell
33,054
-35,262
-52% -$644K ﹤0.01% 1688
2024
Q3 		$1.23M Buy
68,316
+43,475
+175% +$740K 0.01% 1148
2024
Q2 		$500K Buy
+24,841
New +$451K ﹤0.01% 1640

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

Sanctuary Advisors's WEN Position: Q2 2026 in Review

Sanctuary Advisors increased its Wendy's (WEN) stake by 32% in Q2 2026, buying an estimated $40.1K and bringing the position to 23,363 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #2637.

Sanctuary Advisors first reported a position in WEN in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.23M in Q3 2024. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Sanctuary Advisors held 23,363 shares of Wendy's worth $194K as of Q2 2026.
  • Sanctuary Advisors bought 5,610 Wendy's shares in Q2 2026, an estimated $40.1K.
  • Wendy's made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2637 holding.
  • Sanctuary Advisors first reported a position in Wendy's in Q2 2024 and has held it in 9 quarters since.
  • Sanctuary Advisors's Wendy's position peaked at $1.23M in Q3 2024.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.