SW
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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 $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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return