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Smallwood Wealth Investment Management’s Wendy's WEN Stock Holding History

Smallwood Wealth 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
Q4 		– Sell
-12
Closed -$109 – 547
2025
Q3 		$109 Hold
12
– – ﹤0.01% 491
2025
Q2 		$137 Hold
12
– – ﹤0.01% 531
2025
Q1 		$175 Buy
+12
New +$180 ﹤0.01% 470

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

Smallwood Wealth Investment Management's WEN Position: Q4 2025 in Review

Smallwood Wealth Investment Management sold out of Wendy's (WEN) in Q4 2025, closing a stake of 12 shares — an estimated $109 sold.

Smallwood Wealth Investment Management first reported a position in WEN in Q1 2025 and held it in 3 quarters. The position peaked at $175 in Q1 2025. 426 funds tracked by Wall St. Rank hold WEN as of Q4 2025.

  • Smallwood Wealth Investment Management reported no remaining Wendy's position as of Q4 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 12 Wendy's shares in Q4 2025, an estimated $109.
  • Smallwood Wealth Investment Management first reported a position in Wendy's in Q1 2025 and held it in 3 quarters.
  • Smallwood Wealth Investment Management's Wendy's position peaked at $175 in Q1 2025.
  • 426 funds tracked by Wall St. Rank held Wendy's as of Q4 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q4 2025, filed 23 Jan 2026.