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Vise Technologies’s Wendy's WEN Stock Holding History

Vise Technologies’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 		$300K Hold
36,063
– – 0.01% 1138
2025
Q4 		$300K Buy
36,063
+18,609
+107% +$161K 0.01% 1145
2025
Q3 		$160K Sell
17,454
-1,297
-7% -$13.3K 0.01% 1148
2025
Q2 		$214K Buy
+18,751
New +$229K 0.01% 973
2024
Q4 		$171K Buy
+10,469
New +$191K 0.01% 793
2022
Q4 		– Sell
-11,809
Closed -$221K – 343
2022
Q3 		$221K Buy
+11,809
New +$238K 0.08% 268

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

Vise Technologies's WEN Position: Q1 2026 in Review

Vise Technologies held its Wendy's (WEN) position steady in Q1 2026 at 36,063 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #1138.

Vise Technologies first reported a position in WEN in Q3 2022 and has held it in 6 quarters since. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Vise Technologies held 36,063 shares of Wendy's worth $300K as of Q1 2026.
  • Vise Technologies left its Wendy's share count unchanged in Q1 2026.
  • Wendy's made up 0.01% of Vise Technologies's portfolio in Q1 2026, its #1138 holding.
  • Vise Technologies first reported a position in Wendy's in Q3 2022 and has held it in 6 quarters since.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.