Vanguard Personalized Indexing Management
WEN icon

Vanguard Personalized Indexing Management’s Wendy's WEN Stock Holding History

Vanguard Personalized Indexing 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
2026
Q2 		$288K Buy
34,740
+7,692
+28% +$55K ﹤0.01% 1724
2026
Q1 		$188K Sell
27,048
-5,812
-18% -$44.7K ﹤0.01% 1846
2025
Q4 		$274K Buy
32,860
+3,622
+12% +$31.3K ﹤0.01% 1574
2025
Q3 		$268K Buy
29,238
+5,200
+22% +$53.4K ﹤0.01% 1554
2025
Q2 		$275K Buy
24,038
+1,276
+6% +$15.6K ﹤0.01% 1484
2025
Q1 		$333K Buy
22,762
+12,589
+124% +$189K ﹤0.01% 1299
2024
Q4 		$166K Sell
10,173
-3,651
-26% -$66.6K ﹤0.01% 1552
2024
Q3 		$242K Sell
13,824
-1,036
-7% -$17.6K ﹤0.01% 1443
2024
Q2 		$244K Buy
14,860
+2,071
+16% +$37.6K ﹤0.01% 1369
2024
Q1 		$241K Buy
+12,789
New +$240K 0.01% 1371

Other funds holding WEN

TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Personalized Indexing Management's WEN Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Wendy's (WEN) stake by 28% in Q2 2026, buying an estimated $55K and bringing the position to 34,740 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #1724.

Vanguard Personalized Indexing Management first reported a position in WEN in Q1 2024 and has held it in 10 quarters since. The position peaked at $333K in Q1 2025. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Vanguard Personalized Indexing Management held 34,740 shares of Wendy's worth $288K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 7,692 Wendy's shares in Q2 2026, an estimated $55K.
  • Wendy's made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1724 holding.
  • Vanguard Personalized Indexing Management first reported a position in Wendy's in Q1 2024 and has held it in 10 quarters since.
  • Vanguard Personalized Indexing Management's Wendy's position peaked at $333K in Q1 2025.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.