WEN WENDYS CO

Ownership history in Whitcomb & Hess, Inc.  ·  13 quarters on record

AI Ownership Summary

Whitcomb & Hess, Inc. reported WENDYS CO (WEN) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.07% in 2023 Q4. The latest visible filing shows WEN at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WEN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Whitcomb & Hess, Inc.'s position in WENDYS CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WEN was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Whitcomb & Hess, Inc. held WEN — position size vs. price
% of Fund (quarterly)    WEN price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 12,546 +235 +1.9% 0.02% $87K 2026-04-08 $7.06
2025 Q4 ADDED 12,311 +195 +1.6% 0.02% $103K 2026-01-14 $8.33
2025 Q3 ADDED 12,116 +368 +3.1% 0.03% $111K 2025-10-09 $8.52
2025 Q2 ADDED 11,748 +144 +1.2% 0.04% $134K 2025-07-03 $11.13
2025 Q1 ADDED 11,604 +263 +2.3% 0.05% $170K 2025-04-08 $11.69
2024 Q4 REDUCED 11,341 -52 -0.5% 0.06% $185K 2025-01-22 $13.12
2024 Q3 ADDED 11,393 +153 +1.4% 0.06% $200K 2024-10-02 $15.87
2024 Q2 ADDED 11,240 +161 +1.5% 0.06% $191K 2024-07-11 $15.09
2024 Q1 ADDED 11,079 +144 +1.3% 0.07% $209K 2024-04-15 $16.64
2023 Q4 ADDED 10,935 +290 +2.7% 0.07% $213K 2024-01-17 $16.70
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Whitcomb & Hess, Inc. and WEN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Whitcomb & Hess, Inc. reported owning WEN?

Whitcomb & Hess, Inc. reported WEN across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WEN position in Whitcomb & Hess, Inc.'s portfolio?

The largest reported portfolio weight for WEN was 0.07% in 2023 Q4.

What is the latest reported WEN position on this page?

The most recent filing on this page is 2026 Q1, when Whitcomb & Hess, Inc. reported 12,546 shares, equal to 0.02% of portfolio, with an estimated market value of $87K.

What does the chart on this WEN ownership page compare?

The chart compares Whitcomb & Hess, Inc.'s quarterly WEN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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