Voloridge Investment Management
WEN icon

Voloridge Investment Management’s Wendy's WEN Stock Holding History

Voloridge Investment 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
Q1 		– Sell
-10,633
Closed -$173K – 1388
2024
Q4 		$173K Buy
+10,633
New +$194K ﹤0.01% 1145
2024
Q1 		– Sell
-13,085
Closed -$255K – 1375
2023
Q4 		$255K Buy
+13,085
New +$252K ﹤0.01% 1093
2023
Q2 		– Sell
-206,269
Closed -$4.49M – 1595
2023
Q1 		$4.49M Buy
+206,269
New +$4.53M 0.02% 701
2021
Q3 		– Sell
-38,354
Closed -$898K – 1885
2021
Q2 		$898K Sell
38,354
-586,778
-94% -$13.5M 0.01% 1290
2021
Q1 		$12.7M Sell
625,132
-181,821
-23% -$3.78M 0.09% 289
2020
Q4 		$17.7M Sell
806,953
-114,169
-12% -$2.6M 0.15% 163
2020
Q3 		$20.5M Buy
921,122
+874,755
+1,887% +$19.3M 0.17% 145
2020
Q2 		$1.01M Sell
46,367
-24,223
-34% -$482K 0.01% 846
2020
Q1 		$1.05M Sell
70,590
-117,173
-62% -$2.31M 0.03% 498
2019
Q4 		$4.17M Buy
187,763
+115,031
+158% +$2.44M 0.08% 318
2019
Q3 		$1.45M Buy
+72,732
New +$1.45M 0.03% 545
2018
Q3 		– Sell
-153,767
Closed -$2.64M – 483
2018
Q2 		$2.64M Buy
+153,767
New +$2.62M 0.07% 248
2017
Q3 		– Sell
-419,673
Closed -$6.51M – 543
2017
Q2 		$6.51M Buy
419,673
+141,335
+51% +$2.14M 0.16% 146
2017
Q1 		$3.79M Sell
278,338
-84,132
-23% -$1.15M 0.09% 251
2016
Q4 		$4.9M Buy
+362,470
New +$4.37M 0.11% 248
2015
Q4 		– Sell
-288,473
Closed -$2.5M – 317
2015
Q3 		$2.5M Buy
288,473
+12,409
+4% +$120K 0.12% 161
2015
Q2 		$3.11M Buy
+276,064
New +$3.04M 0.16% 141

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Voloridge Investment Management's WEN Position: Q1 2025 in Review

Voloridge Investment Management sold out of Wendy's (WEN) in Q1 2025, closing a stake of 10,633 shares — an estimated $173K sold.

Voloridge Investment Management first reported a position in WEN in Q2 2015 and held it in 17 quarters. The position peaked at $20.5M in Q3 2020. 422 funds tracked by Wall St. Rank hold WEN as of Q1 2025.

  • Voloridge Investment Management reported no remaining Wendy's position as of Q1 2025 after selling out during the quarter.
  • Voloridge Investment Management sold 10,633 Wendy's shares in Q1 2025, an estimated $173K.
  • Voloridge Investment Management first reported a position in Wendy's in Q2 2015 and held it in 17 quarters.
  • Voloridge Investment Management's Wendy's position peaked at $20.5M in Q3 2020.
  • 422 funds tracked by Wall St. Rank held Wendy's as of Q1 2025.

Based on Voloridge Investment Management's 13F filing for Q1 2025, filed 15 May 2025.