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 Q2	$120K	Hold	14,500	–	–	0.08%	15
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 $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

TowerView LLC's WEN Position: Q2 2026 in Review

TowerView LLC held its Wendy's (WEN) position steady in Q2 2026 at 14,500 shares worth $120K. The position accounts for 0.08% of the portfolio, ranked #15.

TowerView LLC first reported a position in WEN in Q1 2024 and has held it in 10 quarters since. The position peaked at $518K in Q1 2024. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

TowerView LLC held 14,500 shares of Wendy's worth $120K as of Q2 2026.
TowerView LLC left its Wendy's share count unchanged in Q2 2026.
Wendy's made up 0.08% of TowerView LLC's portfolio in Q2 2026, its #15 holding.
TowerView LLC first reported a position in Wendy's in Q1 2024 and has held it in 10 quarters since.
TowerView LLC's Wendy's position peaked at $518K in Q1 2024.
403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on TowerView LLC's 13F filing for Q2 2026, filed 4 Aug 2026.