West Family Investments’s Wendy's WEN Stock Holding History

West Family Investments’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	-11,166	Closed	-$93K	–	361
2025 Q4	$93K	Buy	+11,166	New	+$96.3K	0.02%	351

Other funds holding WEN

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

West Family Investments's WEN Position: Q1 2026 in Review

West Family Investments sold out of Wendy's (WEN) in Q1 2026, closing a stake of 11,166 shares — an estimated $93K sold.

West Family Investments first reported a position in WEN in Q4 2025 and held it in 1 quarter. The position peaked at $93K in Q4 2025. 410 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

West Family Investments reported no remaining Wendy's position as of Q1 2026 after selling out during the quarter.
West Family Investments sold 11,166 Wendy's shares in Q1 2026, an estimated $93K.
West Family Investments first reported a position in Wendy's in Q4 2025 and held it in 1 quarter.
West Family Investments's Wendy's position peaked at $93K in Q4 2025.
410 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.