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Transamerica Financial Advisors’s Wendy's WEN Stock Holding History

Transamerica Financial Advisors’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 		$924 Buy
133
+87
+189% +$670 ﹤0.01% 1356
2025
Q4 		$383 Sell
46
-76
-62% -$656 ﹤0.01% 1414
2025
Q3 		$1.12K Buy
+122
New +$1.25K ﹤0.01% 1151
2023
Q1 		– Sell
-25
Closed -$1K – 712
2022
Q4 		$1K Buy
+25
New +$534 ﹤0.01% 675

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Transamerica Financial Advisors's WEN Position: Q1 2026 in Review

Transamerica Financial Advisors increased its Wendy's (WEN) stake by 189% in Q1 2026, buying an estimated $670 and bringing the position to 133 shares worth $924. The position accounts for ﹤0.01% of the portfolio, ranked #1356.

Transamerica Financial Advisors first reported a position in WEN in Q4 2022 and has held it in 4 quarters since. The position peaked at $1.12K in Q3 2025. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Transamerica Financial Advisors held 133 shares of Wendy's worth $924 as of Q1 2026.
  • Transamerica Financial Advisors bought 87 Wendy's shares in Q1 2026, an estimated $670.
  • Wendy's made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q1 2026, its #1356 holding.
  • Transamerica Financial Advisors first reported a position in Wendy's in Q4 2022 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's Wendy's position peaked at $1.12K in Q3 2025.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.