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Sheets Smith Investment Management’s Wendy's WEN Stock Holding History

Sheets Smith Investment 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 		$309K Buy
+33,725
New +$346K 0.2% 99

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sheets Smith Investment Management's WEN Position: Q3 2025 in Review

Sheets Smith Investment Management opened a new position in Wendy's (WEN) in Q3 2025: 33,725 shares worth $309K. The stake represents 0.2% of the portfolio and ranks #99 among its holdings.

402 funds tracked by Wall St. Rank hold WEN as of Q3 2025.

  • Sheets Smith Investment Management held 33,725 shares of Wendy's worth $309K as of Q3 2025.
  • Wendy's was a new Sheets Smith Investment Management position in Q3 2025.
  • Wendy's made up 0.2% of Sheets Smith Investment Management's portfolio in Q3 2025, its #99 holding.
  • 402 funds tracked by Wall St. Rank held Wendy's as of Q3 2025.

Based on Sheets Smith Investment Management's 13F filing for Q3 2025, filed 8 Oct 2025.