SAM
WEN icon

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
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 $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

Soviero Asset Management's WEN Position: Q1 2026 in Review

Soviero Asset Management increased its Wendy's (WEN) stake by 47% in Q1 2026, buying an estimated $1.15M and bringing the position to 470,000 shares worth $3.27M. The position accounts for 1.63% of the portfolio, ranked #32.

Soviero Asset Management first reported a position in WEN in Q4 2025 and has held it in 2 quarters since. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Soviero Asset Management held 470,000 shares of Wendy's worth $3.27M as of Q1 2026.
  • Soviero Asset Management bought 150,000 Wendy's shares in Q1 2026, an estimated $1.15M.
  • Wendy's made up 1.63% of Soviero Asset Management's portfolio in Q1 2026, its #32 holding.
  • Soviero Asset Management first reported a position in Wendy's in Q4 2025 and has held it in 2 quarters since.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Soviero Asset Management's 13F filing for Q1 2026, filed 15 May 2026.