UBS Group’s Wendy's WEN Stock Holding History

UBS Group’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
2024 Q2	–	Sell	-50,000	Closed	-$942K	–	10157
2024 Q1	$942K	Buy	+50,000	New	+$940K	﹤0.01%	4651
2023 Q2	–	Sell	-150,000	Closed	-$3.27M	–	9722
2023 Q1	$3.27M	Buy	+150,000	New	+$3.29M	﹤0.01%	2917
2022 Q3	–	Sell	-282,500	Closed	-$5.33M	–	10987
2022 Q2	$5.33M	Buy	+282,500	New	+$5.35M	﹤0.01%	2319
2020 Q1	–	Sell	-30,000	Closed	-$666K	–	8470
2019 Q4	$666K	Buy	+30,000	New	+$636K	﹤0.01%	4578
2017 Q3	–	Sell	-115,400	Closed	-$1.79M	–	8024
2017 Q2	$1.79M	Buy	+115,400	New	+$1.75M	﹤0.01%	3122
2016 Q1	–	Sell	-17,100	Closed	-$184K	–	8232
2015 Q4	$184K	Hold	17,100	–	–	﹤0.01%	4734
2015 Q3	$148K	Hold	17,100	–	–	﹤0.01%	4883
2015 Q2	$193K	Sell	17,100 -17,300	-50%	-$191K	﹤0.01%	4899
2015 Q1	$375K	Sell	34,400 -82,900	-71%	-$886K	﹤0.01%	4372
2014 Q4	$1.06M	Buy	+117,300	New	+$990K	﹤0.01%	3524

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

UBS Group's WEN Position: Q1 2026 in Review

UBS Group increased its Wendy's (WEN) stake by 33% in Q1 2026, buying an estimated $5.12M and bringing the position to 2,677,056 shares worth $18.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2675.

UBS Group first reported a position in WEN in Q4 2014 and has held it in 46 quarters since. The position peaked at $54.9M in Q2 2025. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

UBS Group held 2,677,056 shares of Wendy's worth $18.6M as of Q1 2026.
UBS Group bought 665,518 Wendy's shares in Q1 2026, an estimated $5.12M.
Wendy's made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2675 holding.
UBS Group first reported a position in Wendy's in Q4 2014 and has held it in 46 quarters since.
UBS Group's Wendy's position peaked at $54.9M in Q2 2025.
407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.