SCS Capital Management’s Wendy's WEN Stock Holding History

SCS Capital 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
2025 Q3	–	Sell	-10,155	Closed	-$116K	–	575
2025 Q2	$116K	Buy	+10,155	New	+$124K	﹤0.01%	539

Other funds holding WEN

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SCS Capital Management's WEN Position: Q3 2025 in Review

SCS Capital Management sold out of Wendy's (WEN) in Q3 2025, closing a stake of 10,155 shares — an estimated $116K sold.

SCS Capital Management first reported a position in WEN in Q2 2025 and held it in 1 quarter. The position peaked at $116K in Q2 2025. 402 funds tracked by Wall St. Rank hold WEN as of Q3 2025.

SCS Capital Management reported no remaining Wendy's position as of Q3 2025 after selling out during the quarter.
SCS Capital Management sold 10,155 Wendy's shares in Q3 2025, an estimated $116K.
SCS Capital Management first reported a position in Wendy's in Q2 2025 and held it in 1 quarter.
SCS Capital Management's Wendy's position peaked at $116K in Q2 2025.
402 funds tracked by Wall St. Rank held Wendy's as of Q3 2025.

Based on SCS Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.