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Swiss Life Asset Management’s Wendy's WEN Stock Holding History

Swiss Life 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
Q2 		$96.5K Buy
11,636
+1,056
+10% +$7.55K ﹤0.01% 1592
2026
Q1 		$73.5K Sell
10,580
-14,282
-57% -$110K ﹤0.01% 1472
2025
Q4 		$207K Buy
+24,862
New +$215K ﹤0.01% 1264

Other funds holding WEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Swiss Life Asset Management's WEN Position: Q2 2026 in Review

Swiss Life Asset Management increased its Wendy's (WEN) stake by 10% in Q2 2026, buying an estimated $7.55K and bringing the position to 11,636 shares worth $96.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1592.

Swiss Life Asset Management first reported a position in WEN in Q4 2025 and has held it in 3 quarters since. The position peaked at $207K in Q4 2025. 292 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Swiss Life Asset Management held 11,636 shares of Wendy's worth $96.5K as of Q2 2026.
  • Swiss Life Asset Management bought 1,056 Wendy's shares in Q2 2026, an estimated $7.55K.
  • Wendy's made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1592 holding.
  • Swiss Life Asset Management first reported a position in Wendy's in Q4 2025 and has held it in 3 quarters since.
  • Swiss Life Asset Management's Wendy's position peaked at $207K in Q4 2025.
  • 292 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.