Ray Dalio's WEN Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 53,949 shares of The Wendy's Company (WEN) worth $374,946, representing 0.00% of the portfolio. First purchased in 2021-Q2, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in WEN, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 97,205 shares. Largest reduction occurred in Q1 2026, reducing 33,582 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's The Wendy's Company (WEN) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Wendy's Company (WEN) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -33,582 | Reduce 38.37% | 53,949 | $6.95 |
| Q4 2025 | -9,674 | Reduce 9.95% | 87,531 | $8.33 |
| Q3 2025 | +97,205 | New Buy | 97,205 | $9.16 |
| Q1 2023 | -11,466 | Sold Out | 0 | $0.00 |
| Q4 2022 | +11,466 | New Buy | 11,466 | $22.63 |
| Q3 2022 | -14,353 | Sold Out | 0 | $0.00 |
| Q2 2022 | +2,243 | Add 18.52% | 14,353 | $18.88 |
| Q1 2022 | +12,110 | New Buy | 12,110 | $21.97 |
| Q3 2021 | -12,000 | Sold Out | 0 | $0.00 |
| Q2 2021 | +12,000 | New Buy | 12,000 | $23.42 |
Ray Dalio's The Wendy's Company Investment FAQs
Ray Dalio first purchased The Wendy's Company (WEN) in Q2 2021, acquiring 12,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held The Wendy's Company (WEN) for 10 quarters since Q2 2021.
Ray Dalio's largest addition to The Wendy's Company (WEN) was in Q3 2025, adding 97,205 shares worth $890,398.
According to the latest 13F filing for Q1 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 53,949 shares of The Wendy's Company (WEN), valued at approximately $374,946.
As of the Q1 2026 filing, The Wendy's Company (WEN) represents approximately 0.00% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in The Wendy's Company (WEN) was 97,205 shares, as reported at the end of Q3 2025.