SWM
WEN icon

Sendero Wealth Management’s Wendy's WEN Stock Holding History

Sendero Wealth 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
Q4 		– Sell
-13,865
Closed -$127K – 202
2025
Q3 		$127K Sell
13,865
-155
-1% -$1.59K 0.01% 188
2025
Q2 		$160K Buy
14,020
+2,013
+17% +$24.6K 0.02% 185
2025
Q1 		$176K Buy
+12,007
New +$181K 0.02% 181
2023
Q4 		– Sell
-95,271
Closed -$1.94M – 157
2023
Q3 		$1.94M Buy
95,271
+7,559
+9% +$158K 0.42% 49
2023
Q2 		$1.91M Buy
87,712
+12,046
+16% +$268K 0.42% 50
2023
Q1 		$1.65M Sell
75,666
-4,689
-6% -$103K 0.5% 46
2022
Q4 		$1.82M Buy
80,355
+27,079
+51% +$578K 0.65% 27
2022
Q3 		$996K Buy
+53,276
New +$1.07M 0.41% 40

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sendero Wealth Management's WEN Position: Q4 2025 in Review

Sendero Wealth Management sold out of Wendy's (WEN) in Q4 2025, closing a stake of 13,865 shares — an estimated $127K sold.

Sendero Wealth Management first reported a position in WEN in Q3 2022 and held it in 8 quarters. The position peaked at $1.94M in Q3 2023. 426 funds tracked by Wall St. Rank hold WEN as of Q4 2025.

  • Sendero Wealth Management reported no remaining Wendy's position as of Q4 2025 after selling out during the quarter.
  • Sendero Wealth Management sold 13,865 Wendy's shares in Q4 2025, an estimated $127K.
  • Sendero Wealth Management first reported a position in Wendy's in Q3 2022 and held it in 8 quarters.
  • Sendero Wealth Management's Wendy's position peaked at $1.94M in Q3 2023.
  • 426 funds tracked by Wall St. Rank held Wendy's as of Q4 2025.

Based on Sendero Wealth Management's 13F filing for Q4 2025, filed 13 Jan 2026.