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Wendy's/arby's Group shares owned by Total Wealth Planning & Management

Quarter-by-quarter ownership of Wendy's/arby's Group (WEN) shares owned by Total Wealth Planning & Management from 13F filings

Historical chart of Total Wealth Planning & Management 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 Total Wealth Planning & Management 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 Total Wealth Planning & Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $471k 32k 14.63
2024-12-31 $525k 32k 16.30

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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

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