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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
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 		$44.9K 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

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SignatureFD's WEN Position: Q1 2026 in Review

SignatureFD reduced its Wendy's (WEN) stake by 42% in Q1 2026, selling an estimated $71.5K and leaving 13,023 shares worth $90.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

SignatureFD first reported a position in WEN in Q3 2019 and has held it in 27 quarters since. The position peaked at $186K in Q4 2025. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • SignatureFD held 13,023 shares of Wendy's worth $90.5K as of Q1 2026.
  • SignatureFD sold 9,297 Wendy's shares in Q1 2026, an estimated $71.5K.
  • Wendy's made up ﹤0.01% of SignatureFD's portfolio in Q1 2026, its #1405 holding.
  • SignatureFD first reported a position in Wendy's in Q3 2019 and has held it in 27 quarters since.
  • SignatureFD's Wendy's position peaked at $186K in Q4 2025.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.