SignatureFD
WEN icon

SignatureFD’s Wendy's WEN Stock Holding History

SignatureFD’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
Q3 		$98.1K Sell
15,374
-3,073
-17% -$23.7K ﹤0.01% 1558
2026
Q2 		$153K Buy
18,447
+5,424
+42% +$38.8K ﹤0.01% 1232
2026
Q1 		$90.5K Sell
13,023
-9,297
-42% -$71.5K ﹤0.01% 1405
2025
Q4 		$186K Buy
22,320
+15,599
+232% +$135K ﹤0.01% 1005
2025
Q3 		$61.6K Buy
6,721
+1,385
+26% +$14.2K ﹤0.01% 1531
2025
Q2 		$60.9K Buy
5,336
+1,074
+25% +$13.1K ﹤0.01% 1480
2025
Q1 		$62.4K Buy
4,262
+917
+27% +$13.8K ﹤0.01% 1449
2024
Q4 		$54.5K Sell
3,345
-345
-9% -$6.3K ﹤0.01% 1542
2024
Q3 		$64.6K Buy
3,690
+1,046
+40% +$17.8K ﹤0.01% 1442
2024
Q2 		$44.8K Buy
2,644
+1,286
+95% +$23.4K ﹤0.01% 1561
2024
Q1 		$25.6K Buy
1,358
+344
+34% +$6.46K ﹤0.01% 1877
2023
Q4 		$19.8K Sell
1,014
-430
-30% -$8.28K ﹤0.01% 1931
2023
Q3 		$29.5K Buy
1,444
+763
+112% +$15.9K ﹤0.01% 1649
2023
Q2 		$14.8K Sell
681
-83
-11% -$1.85K ﹤0.01% 2049
2023
Q1 		$16.6K Buy
764
+305
+66% +$6.7K ﹤0.01% 1964
2022
Q4 		$10.4K Sell
459
-59
-11% -$1.26K ﹤0.01% 2127
2022
Q3 		$10K Buy
518
+48
+10% +$966 ﹤0.01% 2107
2022
Q2 		$9K Buy
470
+201
+75% +$3.81K ﹤0.01% 2193
2022
Q1 		$6K Buy
269
+26
+11% +$586 ﹤0.01% 2442
2021
Q4 		$6K Sell
243
-261
-52% -$5.8K ﹤0.01% 2359
2021
Q3 		$11K Buy
504
+203
+67% +$4.63K ﹤0.01% 2038
2021
Q2 		$7K Buy
301
+16
+6% +$367 ﹤0.01% 2167
2021
Q1 		$6K Buy
285
+13
+5% +$270 ﹤0.01% 2093
2020
Q4 		$6K Hold
272
– – ﹤0.01% 1914
2020
Q3 		$6K Sell
272
-22
-7% -$485 ﹤0.01% 1854
2020
Q2 		$6K Buy
294
+62
+27% +$1.23K ﹤0.01% 1759
2020
Q1 		$3K Buy
232
+64
+38% +$1.26K ﹤0.01% 1865
2019
Q4 		$4K Sell
168
-341
-67% -$7.23K ﹤0.01% 1723
2019
Q3 		$10K Buy
+509
New +$10.1K ﹤0.01% 1449

Other funds holding WEN

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

SignatureFD's WEN Position: Q3 2026 in Review

SignatureFD reduced its Wendy's (WEN) stake by 17% in Q3 2026, selling an estimated $23.7K and leaving 15,374 shares worth $98.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1558.

SignatureFD first reported a position in WEN in Q3 2019 and has held it in 29 quarters since. The position peaked at $186K in Q4 2025. 101 funds tracked by Wall St. Rank hold WEN as of Q3 2026.

  • SignatureFD held 15,374 shares of Wendy's worth $98.1K as of Q3 2026.
  • SignatureFD sold 3,073 Wendy's shares in Q3 2026, an estimated $23.7K.
  • Wendy's made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #1558 holding.
  • SignatureFD first reported a position in Wendy's in Q3 2019 and has held it in 29 quarters since.
  • SignatureFD's Wendy's position peaked at $186K in Q4 2025.
  • 101 funds tracked by Wall St. Rank held Wendy's as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.