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Waverly Advisors’s Wendy's WEN Stock Holding History

Waverly Advisors’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 		$122K Sell
17,602
-1,910
-10% -$14.7K ﹤0.01% 1523
2025
Q4 		$163K Buy
19,512
+4,632
+31% +$40K ﹤0.01% 1401
2025
Q3 		$136K Hold
14,880
– – ﹤0.01% 1244
2025
Q2 		$170K Buy
14,880
+2,333
+19% +$28.5K ﹤0.01% 1141
2025
Q1 		$184K Buy
+12,547
New +$189K ﹤0.01% 1058

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

Waverly Advisors's WEN Position: Q1 2026 in Review

Waverly Advisors reduced its Wendy's (WEN) stake by 9.8% in Q1 2026, selling an estimated $14.7K and leaving 17,602 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

Waverly Advisors first reported a position in WEN in Q1 2025 and has held it in 5 quarters since. The position peaked at $184K in Q1 2025. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Waverly Advisors held 17,602 shares of Wendy's worth $122K as of Q1 2026.
  • Waverly Advisors sold 1,910 Wendy's shares in Q1 2026, an estimated $14.7K.
  • Wendy's made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1523 holding.
  • Waverly Advisors first reported a position in Wendy's in Q1 2025 and has held it in 5 quarters since.
  • Waverly Advisors's Wendy's position peaked at $184K in Q1 2025.
  • 407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.