WIA
WEN icon

World Investment Advisors’s Wendy's WEN Stock Holding History

World Investment Advisors’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
Q2 		– Sell
-22,099
Closed -$154K – 1606
2026
Q1 		$154K Buy
22,099
+51
+0.2% +$392 ﹤0.01% 1502
2025
Q4 		$184K Buy
+22,048
New +$190K ﹤0.01% 1405

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
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

World Investment Advisors's WEN Position: Q2 2026 in Review

World Investment Advisors sold out of Wendy's (WEN) in Q2 2026, closing a stake of 22,099 shares — an estimated $154K sold.

World Investment Advisors first reported a position in WEN in Q4 2025 and held it in 2 quarters. The position peaked at $184K in Q4 2025. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • World Investment Advisors reported no remaining Wendy's position as of Q2 2026 after selling out during the quarter.
  • World Investment Advisors sold 22,099 Wendy's shares in Q2 2026, an estimated $154K.
  • World Investment Advisors first reported a position in Wendy's in Q4 2025 and held it in 2 quarters.
  • World Investment Advisors's Wendy's position peaked at $184K in Q4 2025.
  • 403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.