Ray Dalio's WEN Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 97,205 shares of The Wendy's Company (WEN) worth $890,398, representing 0.00% of the portfolio. First purchased in 2021-Q2, this short-term holding has been held for 8 quarters.
Based on 13F filings, Ray Dalio has maintained this position in WEN for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 97,205 shares. Largest reduction occurred in Q3 2022, reducing 14,353 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 |
|---|---|---|---|---|
| Q2 2021 | +12,000 | New Buy | 12,000 | $23.42 |
| Q3 2021 | -12,000 | Sold Out | 0 | $0.00 |
| Q1 2022 | +12,110 | New Buy | 12,110 | $21.97 |
| Q2 2022 | +2,243 | Add 18.52% | 14,353 | $18.88 |
| Q3 2022 | -14,353 | Sold Out | 0 | $0.00 |
| Q4 2022 | +11,466 | New Buy | 11,466 | $22.63 |
| Q1 2023 | -11,466 | Sold Out | 0 | $0.00 |
| Q3 2025 | +97,205 | New Buy | 97,205 | $9.16 |
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 8 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 Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 97,205 shares of The Wendy's Company (WEN), valued at approximately $890,398.
As of the Q3 2025 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.