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Waypoint Wealth Counsel’s Wendy's WEN Stock Holding History

Waypoint Wealth Counsel’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 		– Sell
-15,933
Closed -$133K – 298
2025
Q4 		$133K Buy
15,933
+888
+6% +$7.66K 0.05% 276
2025
Q3 		$138K Hold
15,045
– – 0.05% 259
2025
Q2 		$172K Buy
+15,045
New +$184K 0.09% 182

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waypoint Wealth Counsel's WEN Position: Q1 2026 in Review

Waypoint Wealth Counsel sold out of Wendy's (WEN) in Q1 2026, closing a stake of 15,933 shares — an estimated $133K sold.

Waypoint Wealth Counsel first reported a position in WEN in Q2 2025 and held it in 3 quarters. The position peaked at $172K in Q2 2025. 410 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

  • Waypoint Wealth Counsel reported no remaining Wendy's position as of Q1 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 15,933 Wendy's shares in Q1 2026, an estimated $133K.
  • Waypoint Wealth Counsel first reported a position in Wendy's in Q2 2025 and held it in 3 quarters.
  • Waypoint Wealth Counsel's Wendy's position peaked at $172K in Q2 2025.
  • 410 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.