Jefferies Group's WEN Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 60,180 shares of The Wendy's Company (WEN) worth $418,251, representing 0.00% of the portfolio. First purchased in 2023-Q2, this short-term holding has been held for 6 quarters.
Based on 13F filings, Jefferies Group has maintained this position in WEN for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 60,180 shares. Largest reduction occurred in Q3 2024, reducing 35,928 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group'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 Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +60,180 | New Buy | 60,180 | $6.95 |
| Q3 2024 | -35,928 | Sold Out | 0 | $0.00 |
| Q2 2024 | +4,113 | Add 12.93% | 35,928 | $16.96 |
| Q1 2024 | +31,815 | New Buy | 31,815 | $18.84 |
| Q3 2023 | -15,933 | Sold Out | 0 | $0.00 |
| Q2 2023 | +15,933 | New Buy | 15,933 | $21.75 |
Jefferies Group's The Wendy's Company Investment FAQs
Jefferies Group first purchased The Wendy's Company (WEN) in Q2 2023, acquiring 15,933 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held The Wendy's Company (WEN) for 6 quarters since Q2 2023.
Jefferies Group's largest addition to The Wendy's Company (WEN) was in Q1 2026, adding 60,180 shares worth $418,251.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 60,180 shares of The Wendy's Company (WEN), valued at approximately $418,251.
As of the Q1 2026 filing, The Wendy's Company (WEN) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in The Wendy's Company (WEN) was 60,180 shares, as reported at the end of Q1 2026.