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Western Pacific Wealth Management’s Wendy's WEN Stock Holding History

Western Pacific Wealth Management’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
-13,055
Closed -$120K – 196
2025
Q3 		$120K Hold
13,055
– – 0.12% 86
2025
Q2 		$149K Hold
13,055
– – 0.14% 85
2025
Q1 		$191K Buy
13,055
+3,620
+38% +$54.4K 0.17% 63
2024
Q4 		$154K Buy
9,435
+3,120
+49% +$56.9K 0.12% 80
2024
Q3 		$111K Hold
6,315
– – 0.07% 109
2024
Q2 		$107K Hold
6,315
– – 0.08% 88
2024
Q1 		$119K Buy
+6,315
New +$119K 0.09% 88

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Western Pacific Wealth Management's WEN Position: Q4 2025 in Review

Western Pacific Wealth Management sold out of Wendy's (WEN) in Q4 2025, closing a stake of 13,055 shares — an estimated $120K sold.

Western Pacific Wealth Management first reported a position in WEN in Q1 2024 and held it in 7 quarters. The position peaked at $191K in Q1 2025. 426 funds tracked by Wall St. Rank hold WEN as of Q4 2025.

  • Western Pacific Wealth Management reported no remaining Wendy's position as of Q4 2025 after selling out during the quarter.
  • Western Pacific Wealth Management sold 13,055 Wendy's shares in Q4 2025, an estimated $120K.
  • Western Pacific Wealth Management first reported a position in Wendy's in Q1 2024 and held it in 7 quarters.
  • Western Pacific Wealth Management's Wendy's position peaked at $191K in Q1 2025.
  • 426 funds tracked by Wall St. Rank held Wendy's as of Q4 2025.

Based on Western Pacific Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.