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SVB Wealth’s Wendy's WEN Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-41
Closed -$600 – 1623
2025
Q1 		$600 Buy
+41
New +$617 ﹤0.01% 1385
2020
Q2 		– Sell
-12,196
Closed -$181K – 684
2020
Q1 		$181K Sell
12,196
-12,158
-50% -$239K ﹤0.01% 470
2019
Q4 		$541K Sell
24,354
-2,776
-10% -$58.9K 0.01% 401
2019
Q3 		$542K Buy
27,130
+2,445
+10% +$48.7K 0.01% 367
2019
Q2 		$483K Buy
+24,685
New +$465K 0.02% 392

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SVB Wealth's WEN Position: Q2 2025 in Review

SVB Wealth sold out of Wendy's (WEN) in Q2 2025, closing a stake of 41 shares — an estimated $600 sold.

SVB Wealth first reported a position in WEN in Q2 2019 and held it in 5 quarters. The position peaked at $542K in Q3 2019. 402 funds tracked by Wall St. Rank hold WEN as of Q2 2025.

  • SVB Wealth reported no remaining Wendy's position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 41 Wendy's shares in Q2 2025, an estimated $600.
  • SVB Wealth first reported a position in Wendy's in Q2 2019 and held it in 5 quarters.
  • SVB Wealth's Wendy's position peaked at $542K in Q3 2019.
  • 402 funds tracked by Wall St. Rank held Wendy's as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.