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Smartleaf Asset Management’s Wendy's WEN Stock Holding History

Smartleaf Asset 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
2026
Q2 		$513 Hold
62
– – ﹤0.01% 3194
2026
Q1 		$421 Sell
62
-6
-9% -$46 ﹤0.01% 3252
2025
Q4 		$564 Buy
68
+16
+31% +$138 ﹤0.01% 3250
2025
Q3 		$474 Sell
52
-17
-25% -$175 ﹤0.01% 2866
2025
Q2 		$797 Hold
69
– – ﹤0.01% 2513
2025
Q1 		$1.01K Sell
69
-115
-63% -$1.73K ﹤0.01% 2594
2024
Q4 		$2.99K Buy
184
+87
+90% +$1.59K ﹤0.01% 2417
2024
Q3 		$1.73K Sell
97
-20
-17% -$340 ﹤0.01% 2522
2024
Q2 		$1.98K Buy
+117
New +$2.13K ﹤0.01% 2228

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Smartleaf Asset Management's WEN Position: Q2 2026 in Review

Smartleaf Asset Management held its Wendy's (WEN) position steady in Q2 2026 at 62 shares worth $513. The position accounts for ﹤0.01% of the portfolio, ranked #3194.

Smartleaf Asset Management first reported a position in WEN in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.99K in Q4 2024. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Smartleaf Asset Management held 62 shares of Wendy's worth $513 as of Q2 2026.
  • Smartleaf Asset Management left its Wendy's share count unchanged in Q2 2026.
  • Wendy's made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #3194 holding.
  • Smartleaf Asset Management first reported a position in Wendy's in Q2 2024 and has held it in 9 quarters since.
  • Smartleaf Asset Management's Wendy's position peaked at $2.99K in Q4 2024.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.