WEN β€” WENDYS CO

Ownership history in Ascent Group, LLC  Β·  11 quarters on record

This page tracks every 13F SEC filing in which Ascent Group, LLC reported a position in WENDYS CO (WEN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.11% (2023 Q2)
πŸ“Š Avg. % of fund
0.05%
πŸ“… First filed
2023 Q1
πŸ“… Last filed
2025 Q3
⏱ Quarters held
11

Position Intelligence

Ascent Group, LLC Γ— WEN AI Analytics

πŸ“‰ Ascent Group, LLC underperformed the S&P 500 by –48.8% annually on this WEN position. Timing score: 60% (6/10 decisions correct). Average cost basis: $18.08. Maximum drawdown during holding period: –52.3%.

πŸ“ˆ Position Alpha vs SPY
-48.8%
annualised excess return

❌ Significantly underperformed the S&P 500 by 48.8% ann.
10 quarters analyzed

⏱️ Timing Score
60%

βœ… Decent timing β€” more right than wrong on entries and exits.
6 of 10 add/trim decisions correct

πŸ’° Entry Quality
$18.08
-51.1% vs current ($8.84)

Best entry: $10.88 (2025 Q2)  Β·  Worst: $18.54 (2023 Q2)

πŸ›‘οΈ Drawdown Resilience
–52.3%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
36%
buy-side decisions

4 adds Β· 7 trims. Bought during 2 of 8 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    WEN price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 12,790 -14,022 -52.3% 0.00% $117K $8.84
2025 Q2 ADDED 26,812 +1,313 +5.1% 0.01% $306K $10.88
2025 Q1 REDUCED 25,499 -4,512 -15.0% 0.02% $373K $13.77
2024 Q4 REDUCED 30,011 -151 -0.5% 0.04% $489K $15.09
2024 Q3 REDUCED 30,162 -6,929 -18.7% 0.04% $528K $16.00
2024 Q2 REDUCED 37,091 -7,880 -17.5% 0.05% $629K $15.26
2024 Q1 REDUCED 44,971 -1,620 -3.5% 0.07% $847K $16.71
2023 Q4 ADDED 46,591 +3,615 +8.4% 0.09% $909K $17.04
2023 Q3 REDUCED 42,976 -990 -2.3% 0.09% $800K $17.62
2023 Q2 ADDED 43,966 +4,975 +12.8% 0.11% $955K $18.54
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