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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
Q2 		$129K Sell
15,583
-20,480
-57% -$146K ﹤0.01% 1731
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 $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

Vise Technologies's WEN Position: Q2 2026 in Review

Vise Technologies reduced its Wendy's (WEN) stake by 57% in Q2 2026, selling an estimated $146K and leaving 15,583 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #1731.

Vise Technologies first reported a position in WEN in Q3 2022 and has held it in 7 quarters since. The position peaked at $300K in Q1 2026. 404 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Vise Technologies held 15,583 shares of Wendy's worth $129K as of Q2 2026.
  • Vise Technologies sold 20,480 Wendy's shares in Q2 2026, an estimated $146K.
  • Wendy's made up ﹤0.01% of Vise Technologies's portfolio in Q2 2026, its #1731 holding.
  • Vise Technologies first reported a position in Wendy's in Q3 2022 and has held it in 7 quarters since.
  • Vise Technologies's Wendy's position peaked at $300K in Q1 2026.
  • 404 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.