TowerView LLC’s Wendy's WEN Stock Holding History

TowerView LLC’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 Q1	$101K	Hold	14,500	–	–	0.07%	16
2025 Q4	$121K	Hold	14,500	–	–	0.09%	16
2025 Q3	$133K	Hold	14,500	–	–	0.1%	16
2025 Q2	$166K	Hold	14,500	–	–	0.12%	19
2025 Q1	$212K	Buy	14,500 +2,500	+21%	+$37.6K	0.15%	22
2024 Q4	$196K	Sell	12,000 -10,500	-47%	-$192K	0.14%	21
2024 Q3	$394K	Hold	22,500	–	–	0.25%	20
2024 Q2	$382K	Sell	22,500 -5,000	-18%	-$90.9K	0.25%	19
2024 Q1	$518K	Buy	+27,500	New	+$517K	0.34%	19

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TowerView LLC's WEN Position: Q1 2026 in Review

TowerView LLC held its Wendy's (WEN) position steady in Q1 2026 at 14,500 shares worth $101K. The position accounts for 0.07% of the portfolio, ranked #16.

TowerView LLC first reported a position in WEN in Q1 2024 and has held it in 9 quarters since. The position peaked at $518K in Q1 2024. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

TowerView LLC held 14,500 shares of Wendy's worth $101K as of Q1 2026.
TowerView LLC left its Wendy's share count unchanged in Q1 2026.
Wendy's made up 0.07% of TowerView LLC's portfolio in Q1 2026, its #16 holding.
TowerView LLC first reported a position in Wendy's in Q1 2024 and has held it in 9 quarters since.
TowerView LLC's Wendy's position peaked at $518K in Q1 2024.
407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on TowerView LLC's 13F filing for Q1 2026, filed 5 May 2026.