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Viking Fund Management’s Wendy's WEN Stock Holding History

Viking Fund 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
2025
Q4 		– Sell
-12,000
Closed -$110K – 146
2025
Q3 		$110K Buy
12,000
+4,000
+50% +$41.1K 0.01% 141
2025
Q2 		$91.4K Hold
8,000
– – 0.01% 141
2025
Q1 		$117K Buy
8,000
+3,000
+60% +$45.1K 0.02% 136
2024
Q4 		$81.5K Hold
5,000
– – 0.01% 128
2024
Q3 		$87.6K Hold
5,000
– – 0.01% 122
2024
Q2 		$84.8K Buy
+5,000
New +$90.9K 0.02% 110

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Viking Fund Management's WEN Position: Q4 2025 in Review

Viking Fund Management sold out of Wendy's (WEN) in Q4 2025, closing a stake of 12,000 shares — an estimated $110K sold.

Viking Fund Management first reported a position in WEN in Q2 2024 and held it in 6 quarters. The position peaked at $117K in Q1 2025. 429 funds tracked by Wall St. Rank hold WEN as of Q4 2025.

  • Viking Fund Management reported no remaining Wendy's position as of Q4 2025 after selling out during the quarter.
  • Viking Fund Management sold 12,000 Wendy's shares in Q4 2025, an estimated $110K.
  • Viking Fund Management first reported a position in Wendy's in Q2 2024 and held it in 6 quarters.
  • Viking Fund Management's Wendy's position peaked at $117K in Q1 2025.
  • 429 funds tracked by Wall St. Rank held Wendy's as of Q4 2025.

Based on Viking Fund Management's 13F filing for Q4 2025, filed 12 Jan 2026.