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

Soviero 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 		$4.73M Buy
570,000
+100,000
+21% +$715K 1.99% 17
2026
Q1 		$3.27M Buy
470,000
+150,000
+47% +$1.15M 1.63% 32
2025
Q4 		$2.67M Buy
+320,000
New +$2.76M 1.28% 36

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

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

Soviero Asset Management increased its Wendy's (WEN) stake by 21% in Q2 2026, buying an estimated $715K and bringing the position to 570,000 shares worth $4.73M. The position accounts for 1.99% of the portfolio, ranked #17.

Soviero Asset Management first reported a position in WEN in Q4 2025 and has held it in 3 quarters since. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Soviero Asset Management held 570,000 shares of Wendy's worth $4.73M as of Q2 2026.
  • Soviero Asset Management bought 100,000 Wendy's shares in Q2 2026, an estimated $715K.
  • Wendy's made up 1.99% of Soviero Asset Management's portfolio in Q2 2026, its #17 holding.
  • Soviero Asset Management first reported a position in Wendy's in Q4 2025 and has held it in 3 quarters since.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Soviero Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.