TD Private Client Wealth’s Wendy's WEN Stock Holding History

TD Private Client 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
2026 Q2	–	Sell	-107	Closed	-$744	–	1774
2026 Q1	$744	Buy	+107	New	+$823	﹤0.01%	1436
2021 Q4	–	Sell	-24	Closed	-$520	–	1287
2021 Q3	$520	Hold	24	–	–	﹤0.01%	1162
2021 Q2	$562	Hold	24	–	–	﹤0.01%	1169
2021 Q1	$486	Sell	24 -3	-11%	-$62	﹤0.01%	1127
2020 Q4	$592	Hold	27	–	–	﹤0.01%	1073
2020 Q3	$602	Buy	27 +3	+13%	+$66	﹤0.01%	1013
2020 Q2	$523	Hold	24	–	–	﹤0.01%	1022
2020 Q1	$357	Hold	24	–	–	﹤0.01%	996
2019 Q4	$533	Buy	+24	New	+$509	﹤0.01%	986

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TD Private Client Wealth's WEN Position: Q2 2026 in Review

TD Private Client Wealth sold out of Wendy's (WEN) in Q2 2026, closing a stake of 107 shares — an estimated $744 sold.

TD Private Client Wealth first reported a position in WEN in Q4 2019 and held it in 9 quarters. The position peaked at $744 in Q1 2026. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

TD Private Client Wealth reported no remaining Wendy's position as of Q2 2026 after selling out during the quarter.
TD Private Client Wealth sold 107 Wendy's shares in Q2 2026, an estimated $744.
TD Private Client Wealth first reported a position in Wendy's in Q4 2019 and held it in 9 quarters.
TD Private Client Wealth's Wendy's position peaked at $744 in Q1 2026.
403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.