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Wealthspire Advisors (New York)’s Wendy's WEN Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-2,016
Closed -$18.5K – 2885
2025
Q3 		$18.5K Buy
+2,016
New +$20.7K ﹤0.01% 1719

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (New York)'s WEN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Wendy's (WEN) in Q4 2025, closing a stake of 2,016 shares — an estimated $18.5K sold.

Wealthspire Advisors (New York) first reported a position in WEN in Q3 2025 and held it in 1 quarter. The position peaked at $18.5K in Q3 2025. 426 funds tracked by Wall St. Rank hold WEN as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Wendy's position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 2,016 Wendy's shares in Q4 2025, an estimated $18.5K.
  • Wealthspire Advisors (New York) first reported a position in Wendy's in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Wendy's position peaked at $18.5K in Q3 2025.
  • 426 funds tracked by Wall St. Rank held Wendy's as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.