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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
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 $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sanctuary Advisors's WEN Position: Q1 2026 in Review

Sanctuary Advisors reduced its Wendy's (WEN) stake by 14% in Q1 2026, selling an estimated $22.3K and leaving 17,753 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #2436.

Sanctuary Advisors first reported a position in WEN in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.23M in Q3 2024. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Sanctuary Advisors held 17,753 shares of Wendy's worth $123K as of Q1 2026.
  • Sanctuary Advisors sold 2,893 Wendy's shares in Q1 2026, an estimated $22.3K.
  • Wendy's made up ﹤0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #2436 holding.
  • Sanctuary Advisors first reported a position in Wendy's in Q2 2024 and has held it in 8 quarters since.
  • Sanctuary Advisors's Wendy's position peaked at $1.23M in Q3 2024.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.