ST
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Spot Trading’s Wendy's WEN Stock Holding History

Spot Trading’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
2017
Q3 		– Sell
-17,079
Closed -$265K – 3417
2017
Q2 		$265K Buy
17,079
+11,804
+224% +$179K 0.01% 2048
2017
Q1 		$72K Buy
+5,275
New +$72K ﹤0.01% 2389
2015
Q3 		– Sell
-10,600
Closed -$120K – 4295
2015
Q2 		$120K Sell
10,600
-44,367
-81% -$489K ﹤0.01% 3011
2015
Q1 		$599K Sell
54,967
-123,002
-69% -$1.32M 0.01% 1968
2014
Q4 		$1.61M Buy
177,969
+95,025
+115% +$802K 0.01% 1573
2014
Q3 		$685K Buy
82,944
+14,213
+21% +$116K ﹤0.01% 2344
2014
Q2 		$586K Sell
68,731
-867
-1% -$7.3K ﹤0.01% 2568
2014
Q1 		$635K Sell
69,598
-70,921
-50% -$650K ﹤0.01% 2347
2013
Q4 		$1.23M Buy
140,519
+140,330
+74,249% +$1.21M 0.01% 1832
2013
Q3 		$2K Buy
+189
New +$1.42K ﹤0.01% 4027

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return