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Tidal Investments’s Wendy's WEN Stock Holding History

Tidal Investments’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 		$371K Sell
44,724
-4,573
-9% -$32.7K ﹤0.01% 2213
2026
Q1 		$343K Sell
49,297
-2,559
-5% -$19.7K ﹤0.01% 2005
2025
Q4 		$432K Sell
51,856
-15,788
-23% -$136K ﹤0.01% 1715
2025
Q3 		$620K Sell
67,644
-20,166
-23% -$207K ﹤0.01% 1450
2025
Q2 		$1M Buy
87,810
+37,089
+73% +$452K 0.01% 1034
2025
Q1 		$742K Buy
50,721
+35,318
+229% +$531K 0.01% 1100
2024
Q4 		$251K Buy
15,403
+5,270
+52% +$96.2K ﹤0.01% 1655
2024
Q3 		$178K Sell
10,133
-3,733
-27% -$63.5K ﹤0.01% 1755
2024
Q2 		$235K Sell
13,866
-2,213
-14% -$40.2K ﹤0.01% 1642
2024
Q1 		$303K Buy
16,079
+1,577
+11% +$29.6K 0.01% 1410
2023
Q4 		$282K Sell
14,502
-1,205
-8% -$23.2K 0.01% 1194
2023
Q3 		$321K Buy
15,707
+5,025
+47% +$105K 0.01% 1041
2023
Q2 		$232K Buy
+10,682
New +$238K 0.01% 1149

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

Tidal Investments's WEN Position: Q2 2026 in Review

Tidal Investments reduced its Wendy's (WEN) stake by 9.3% in Q2 2026, selling an estimated $32.7K and leaving 44,724 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #2213.

Tidal Investments first reported a position in WEN in Q2 2023 and has held it in 13 quarters since. The position peaked at $1M in Q2 2025. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Tidal Investments held 44,724 shares of Wendy's worth $371K as of Q2 2026.
  • Tidal Investments sold 4,573 Wendy's shares in Q2 2026, an estimated $32.7K.
  • Wendy's made up ﹤0.01% of Tidal Investments's portfolio in Q2 2026, its #2213 holding.
  • Tidal Investments first reported a position in Wendy's in Q2 2023 and has held it in 13 quarters since.
  • Tidal Investments's Wendy's position peaked at $1M in Q2 2025.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.