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Simon Quick Advisors’s Wendy's WEN Stock Holding History

Simon Quick Advisors’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
Q2 		– Sell
-21,662
Closed -$317K – 654
2025
Q1 		$317K Buy
+21,662
New +$326K 0.02% 427
2020
Q1 		– Sell
-295
Closed -$7K – 718
2019
Q4 		$7K Buy
+295
New +$6.26K ﹤0.01% 452

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Simon Quick Advisors's WEN Position: Q2 2025 in Review

Simon Quick Advisors sold out of Wendy's (WEN) in Q2 2025, closing a stake of 21,662 shares — an estimated $317K sold.

Simon Quick Advisors first reported a position in WEN in Q4 2019 and held it in 2 quarters. The position peaked at $317K in Q1 2025. 402 funds tracked by Wall St. Rank hold WEN as of Q2 2025.

  • Simon Quick Advisors reported no remaining Wendy's position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 21,662 Wendy's shares in Q2 2025, an estimated $317K.
  • Simon Quick Advisors first reported a position in Wendy's in Q4 2019 and held it in 2 quarters.
  • Simon Quick Advisors's Wendy's position peaked at $317K in Q1 2025.
  • 402 funds tracked by Wall St. Rank held Wendy's as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.