WesBanco Bank’s Wendy's WEN Stock Holding History

WesBanco Bank’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
2024 Q2	–	Sell	-42,915	Closed	-$809K	–	597
2024 Q1	$809K	Buy	+42,915	New	+$807K	0.03%	334
2023 Q4	–	Sell	-42,915	Closed	-$876K	–	544
2023 Q3	$876K	Buy	42,915 +12,800	+43%	+$267K	0.04%	303
2023 Q2	$655K	Buy	30,115 +15,459	+105%	+$344K	0.03%	351
2023 Q1	$319K	Buy	+14,656	New	+$322K	0.01%	484
2016 Q4	–	Sell	-20,940	Closed	-$226K	–	516
2016 Q3	$226K	Hold	20,940	–	–	0.01%	445
2016 Q2	$201K	Buy	20,940 +385	+2%	+$4.04K	0.01%	473
2016 Q1	$224K	Hold	20,555	–	–	0.01%	437
2015 Q4	$221K	Hold	20,555	–	–	0.01%	442
2015 Q3	$178K	Hold	20,555	–	–	0.01%	459
2015 Q2	$232K	Hold	20,555	–	–	0.01%	463
2015 Q1	$224K	Hold	20,555	–	–	0.01%	482
2014 Q4	$185K	Hold	20,555	–	–	0.01%	514
2014 Q3	$170K	Hold	20,555	–	–	0.01%	514
2014 Q2	$175K	Hold	20,555	–	–	0.01%	503
2014 Q1	$188K	Buy	+20,555	New	+$188K	0.01%	498

Other funds holding WEN

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return