YIH
WEN icon

Y-Intercept (HK)’s Wendy's WEN Stock Holding History

Y-Intercept (HK)’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
Q1 		– Sell
-12,430
Closed -$203K – 1650
2024
Q4 		$203K Sell
12,430
-41,713
-77% -$761K 0.01% 1049
2024
Q3 		$949K Buy
+54,143
New +$922K 0.06% 469
2024
Q1 		– Sell
-78,481
Closed -$1.53M – 1804
2023
Q4 		$1.53M Buy
+78,481
New +$1.51M 0.14% 195
2023
Q3 		– Sell
-23,825
Closed -$518K – 1671
2023
Q2 		$518K Sell
23,825
-36,145
-60% -$805K 0.05% 552
2023
Q1 		$1.31M Buy
59,970
+48,889
+441% +$1.07M 0.15% 193
2022
Q4 		$251K Sell
11,081
-31,553
-74% -$674K 0.04% 737
2022
Q3 		$797K Buy
+42,634
New +$858K 0.08% 361
2022
Q2 		– Sell
-9,202
Closed -$202K – 1224
2022
Q1 		$202K Sell
9,202
-22,558
-71% -$508K 0.05% 618
2021
Q4 		$757K Buy
+31,760
New +$706K 0.18% 162
2021
Q3 		– Sell
-13,559
Closed -$318K – 940
2021
Q2 		$318K Buy
+13,559
New +$311K 0.08% 389

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $74.9B AUM 11.27% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return