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Wendy's/arby's Group shares owned by Ibex Wealth Advisors

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

Historical chart of Ibex Wealth Advisors investment in Wendy's/arby's Group

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All positions including Wendy's/arby's Group held by Ibex Wealth 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 Ibex Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.9k 173 16.94
2023-09-30 $4.3M 210k 20.41
2019-12-31 $3.6M 162k 22.21

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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
Morgan Stanley
Arrowstreet Capital, Limited Partnership
Dimensional Fund Advisors
Marshall Wace
Geode Capital Management
Jane Street
Point72 Asset Management
UBS Group

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