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Savant Capital’s Wendy's WEN Stock Holding History

Savant Capital’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
2025
Q1 		– Sell
-77,303
Closed -$1.26M – 1439
2024
Q4 		$1.26M Sell
77,303
-72,623
-48% -$1.33M 0.01% 572
2024
Q3 		$2.63M Buy
149,926
+136,724
+1,036% +$2.33M 0.02% 346
2024
Q2 		$224K Sell
13,202
-116,281
-90% -$2.11M ﹤0.01% 1095
2024
Q1 		$2.44M Buy
+129,483
New +$2.43M 0.03% 310

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Savant Capital's WEN Position: Q1 2025 in Review

Savant Capital sold out of Wendy's (WEN) in Q1 2025, closing a stake of 77,303 shares — an estimated $1.26M sold.

Savant Capital first reported a position in WEN in Q1 2024 and held it in 4 quarters. The position peaked at $2.63M in Q3 2024. 423 funds tracked by Wall St. Rank hold WEN as of Q1 2025.

  • Savant Capital reported no remaining Wendy's position as of Q1 2025 after selling out during the quarter.
  • Savant Capital sold 77,303 Wendy's shares in Q1 2025, an estimated $1.26M.
  • Savant Capital first reported a position in Wendy's in Q1 2024 and held it in 4 quarters.
  • Savant Capital's Wendy's position peaked at $2.63M in Q3 2024.
  • 423 funds tracked by Wall St. Rank held Wendy's as of Q1 2025.

Based on Savant Capital's 13F filing for Q1 2025, filed 8 May 2025.