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Total Wealth Planning & Management’s Wendy's WEN Stock Holding History

Total Wealth Planning & 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
Q2 		– Sell
-16,100
Closed -$236K – 243
2025
Q1 		$236K Hold
16,100
– – 0.22% 159
2024
Q4 		$262K Buy
+16,100
New +$294K 0.24% 155

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Total Wealth Planning & Management's WEN Position: Q2 2025 in Review

Total Wealth Planning & Management sold out of Wendy's (WEN) in Q2 2025, closing a stake of 16,100 shares — an estimated $236K sold.

Total Wealth Planning & Management first reported a position in WEN in Q4 2024 and held it in 2 quarters. The position peaked at $262K in Q4 2024. 402 funds tracked by Wall St. Rank hold WEN as of Q2 2025.

  • Total Wealth Planning & Management reported no remaining Wendy's position as of Q2 2025 after selling out during the quarter.
  • Total Wealth Planning & Management sold 16,100 Wendy's shares in Q2 2025, an estimated $236K.
  • Total Wealth Planning & Management first reported a position in Wendy's in Q4 2024 and held it in 2 quarters.
  • Total Wealth Planning & Management's Wendy's position peaked at $262K in Q4 2024.
  • 402 funds tracked by Wall St. Rank held Wendy's as of Q2 2025.

Based on Total Wealth Planning & Management's 13F filing for Q2 2025, filed 24 Jul 2025.