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Syon Capital’s Wendy's WEN Stock Holding History

Syon Capital’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 		$100K Sell
12,071
-12,885
-52% -$92.1K ﹤0.01% 941
2026
Q1 		$173K Buy
24,956
+5,356
+27% +$41.2K 0.01% 887
2025
Q4 		$163K Buy
19,600
+4,860
+33% +$41.9K 0.01% 878
2025
Q3 		$135K Buy
+14,740
New +$151K 0.01% 802
2025
Q2 		– Sell
-15,559
Closed -$228K – 789
2025
Q1 		$228K Buy
+15,559
New +$234K 0.02% 509

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Syon Capital's WEN Position: Q2 2026 in Review

Syon Capital reduced its Wendy's (WEN) stake by 52% in Q2 2026, selling an estimated $92.1K and leaving 12,071 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

Syon Capital first reported a position in WEN in Q1 2025 and has held it in 5 quarters since. The position peaked at $228K in Q1 2025. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Syon Capital held 12,071 shares of Wendy's worth $100K as of Q2 2026.
  • Syon Capital sold 12,885 Wendy's shares in Q2 2026, an estimated $92.1K.
  • Wendy's made up ﹤0.01% of Syon Capital's portfolio in Q2 2026, its #941 holding.
  • Syon Capital first reported a position in Wendy's in Q1 2025 and has held it in 5 quarters since.
  • Syon Capital's Wendy's position peaked at $228K in Q1 2025.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.