Total Investment Management’s Wendy's WEN Stock Holding History

Total Investment 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
2025 Q3	–	Sell	-17	Closed	-$192	–	847
2025 Q2	$192	Buy	+17	New	+$207	﹤0.01%	802

Other funds holding WEN

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Total Investment Management's WEN Position: Q3 2025 in Review

Total Investment Management sold out of Wendy's (WEN) in Q3 2025, closing a stake of 17 shares — an estimated $192 sold.

Total Investment Management first reported a position in WEN in Q2 2025 and held it in 1 quarter. The position peaked at $192 in Q2 2025. 402 funds tracked by Wall St. Rank hold WEN as of Q3 2025.

Total Investment Management reported no remaining Wendy's position as of Q3 2025 after selling out during the quarter.
Total Investment Management sold 17 Wendy's shares in Q3 2025, an estimated $192.
Total Investment Management first reported a position in Wendy's in Q2 2025 and held it in 1 quarter.
Total Investment Management's Wendy's position peaked at $192 in Q2 2025.
402 funds tracked by Wall St. Rank held Wendy's as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.