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Wendy's/arby's Group shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Wendy's/arby's Group (WEN) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in Wendy's/arby's Group

Tip: Access up to 7 years of quarterly data

All positions including Wendy's/arby's Group held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wendy's/arby's Group by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $107k 13k 8.33
2025-09-30 $108k 12k 9.16
2025-06-30 $122k 11k 11.42
2025-03-31 $156k 11k 14.63
2024-12-31 $194k 12k 16.30
2024-09-30 $220k 13k 17.52

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Top funds holding Wendy's/arby's Group

Trian Fund Management
BlackRock
Vanguard Group
Harris Associates L.P
AQR Capital Management
Charles Schwab Investment Management
State Street Corporation
Arrowstreet Capital, Limited Partnership
Dimensional Fund Advisors
Marshall Wace
Geode Capital Management
Jane Street
Point72 Asset Management
Northern Trust
Susquehanna International

View all funds holding Wendy's/arby's Group