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 medium-term investment has been held for 18 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 85,739 shares. Largest reduction occurred in Q4 2022, reducing 2,887 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
| Period | 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 | 12,000 | $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 | 14,353 | $0.00 |
| Q4 2022 | +11,466 | New Buy | 11,466 | $22.63 |
| Q1 2023 | -11,466 | Sold Out | 11,466 | $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 18 quarters since Q2 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's largest addition to The Wendy's Company (WEN) was in Q3 2025, adding 97,205 shares worth $890,398. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's peak holding in The Wendy's Company (WEN) was 97,205 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.