Joel Greenblatt's WEN Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 1.48 M shares of The Wendy's Company (WEN) worth $13.56 M, representing 0.06% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 36 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in WEN, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 586,940 shares. Largest reduction occurred in Q2 2017, reducing 342,922 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt'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 Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2013 | +170,815 | New Buy | 170,815 | $8.72 |
| Q1 2014 | -85,187 | Reduce 49.87% | 85,628 | $9.12 |
| Q2 2014 | +2,521 | Add 2.94% | 88,149 | $8.53 |
| Q3 2014 | -88,149 | Sold Out | 0 | $0.00 |
| Q1 2016 | +39,074 | New Buy | 39,074 | $10.90 |
| Q2 2016 | -39,074 | Sold Out | 0 | $0.00 |
| Q3 2016 | +24,025 | New Buy | 24,025 | $10.78 |
| Q4 2016 | -24,025 | Sold Out | 0 | $0.00 |
| Q1 2017 | +342,922 | New Buy | 342,922 | $13.61 |
| Q2 2017 | -342,922 | Sold Out | 0 | $0.00 |
| Q3 2018 | +45,636 | New Buy | 45,636 | $17.14 |
| Q4 2018 | +71,472 | Add 156.61% | 117,108 | $15.61 |
| Q1 2019 | -95,875 | Reduce 81.87% | 21,233 | $17.90 |
| Q2 2019 | +71,747 | Add 337.90% | 92,980 | $19.58 |
| Q3 2019 | +32,390 | Add 34.84% | 125,370 | $19.98 |
| Q4 2019 | -125,370 | Sold Out | 0 | $0.00 |
| Q4 2020 | +13,192 | New Buy | 13,192 | $21.91 |
| Q1 2021 | +35,097 | Add 266.05% | 48,289 | $20.25 |
| Q2 2021 | -28,097 | Reduce 58.19% | 20,192 | $23.43 |
| Q3 2021 | +43,147 | Add 213.68% | 63,339 | $21.68 |
| Q4 2021 | -48,488 | Reduce 76.55% | 14,851 | $23.84 |
| Q1 2022 | +3,555 | Add 23.94% | 18,406 | $21.95 |
| Q2 2022 | +6,297 | Add 34.21% | 24,703 | $18.86 |
| Q3 2022 | +41,239 | Add 166.94% | 65,942 | $18.68 |
| Q4 2022 | -7,339 | Reduce 11.13% | 58,603 | $22.63 |
| Q1 2023 | +82,011 | Add 139.94% | 140,614 | $21.78 |
| Q2 2023 | +19,402 | Add 13.80% | 160,016 | $21.75 |
| Q3 2023 | +95,944 | Add 59.96% | 255,960 | $20.41 |
| Q4 2023 | -164,396 | Reduce 64.23% | 91,564 | $19.48 |
| Q1 2024 | +143,971 | Add 157.24% | 235,535 | $18.84 |
| Q2 2024 | +8,958 | Add 3.80% | 244,493 | $16.96 |
| Q3 2024 | -153,689 | Reduce 62.86% | 90,804 | $17.52 |
| Q4 2024 | +256,604 | Add 282.59% | 347,408 | $16.30 |
| Q1 2025 | -31,695 | Reduce 9.12% | 315,713 | $14.63 |
| Q2 2025 | +577,217 | Add 182.83% | 892,930 | $11.42 |
| Q3 2025 | +586,940 | Add 65.73% | 1.48 M | $9.16 |
Joel Greenblatt's The Wendy's Company Investment FAQs
Joel Greenblatt first purchased The Wendy's Company (WEN) in Q4 2013, acquiring 170,815 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held The Wendy's Company (WEN) for 36 quarters since Q4 2013.
Joel Greenblatt's largest addition to The Wendy's Company (WEN) was in Q3 2025, adding 1,479,870 shares worth $13.56 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 1,479,870 shares of The Wendy's Company (WEN), valued at approximately $13.56 M.
As of the Q3 2025 filing, The Wendy's Company (WEN) represents approximately 0.06% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in The Wendy's Company (WEN) was 1,479,870 shares, as reported at the end of Q3 2025.