Stone House Investment Management’s Wendy's WEN Stock Holding History

Stone House 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
2026 Q1	$3.51K	Sell	505 -276	-35%	-$2.12K	﹤0.01%	510
2025 Q4	$6.51K	Buy	781 +276	+55%	+$2.38K	﹤0.01%	379
2025 Q3	$4.63K	Hold	505	–	–	﹤0.01%	382
2025 Q2	$5.77K	Hold	505	–	–	﹤0.01%	306
2025 Q1	$7.39K	Buy	+505	New	+$7.59K	﹤0.01%	278
2024 Q4	–	Sell	-505	Closed	-$8.85K	–	356
2024 Q3	$8.85K	Hold	505	–	–	﹤0.01%	232
2024 Q2	$8.56K	Buy	+505	New	+$9.18K	﹤0.01%	232

Other funds holding WEN

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stone House Investment Management's WEN Position: Q1 2026 in Review

Stone House Investment Management reduced its Wendy's (WEN) stake by 35% in Q1 2026, selling an estimated $2.12K and leaving 505 shares worth $3.51K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Stone House Investment Management first reported a position in WEN in Q2 2024 and has held it in 7 quarters since. The position peaked at $8.85K in Q3 2024. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

Stone House Investment Management held 505 shares of Wendy's worth $3.51K as of Q1 2026.
Stone House Investment Management sold 276 Wendy's shares in Q1 2026, an estimated $2.12K.
Wendy's made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #510 holding.
Stone House Investment Management first reported a position in Wendy's in Q2 2024 and has held it in 7 quarters since.
Stone House Investment Management's Wendy's position peaked at $8.85K in Q3 2024.
407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.