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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
Q2 		$127K Sell
15,374
-2,228
-13% -$15.9K ﹤0.01% 1665
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 $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 $3.38T AUM 44.17% 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

Waverly Advisors's WEN Position: Q2 2026 in Review

Waverly Advisors reduced its Wendy's (WEN) stake by 13% in Q2 2026, selling an estimated $15.9K and leaving 15,374 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #1665.

Waverly Advisors first reported a position in WEN in Q1 2025 and has held it in 6 quarters since. The position peaked at $184K in Q1 2025. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Waverly Advisors held 15,374 shares of Wendy's worth $127K as of Q2 2026.
  • Waverly Advisors sold 2,228 Wendy's shares in Q2 2026, an estimated $15.9K.
  • Wendy's made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1665 holding.
  • Waverly Advisors first reported a position in Wendy's in Q1 2025 and has held it in 6 quarters since.
  • Waverly Advisors's Wendy's position peaked at $184K in Q1 2025.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.