Latest Institutional Transactions on Wendy'S CO (WEN)
This table provides information on the latest institutional transactions involving Wendy'S CO (WEN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
153New |
$1.29K - $1.46K
|
153
$1.32K
|
|
|
Jan 16, 2026
Q4 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
12.8KNew |
$108K - $122K
|
12.8K
$110K
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.01K+ 8.51% |
$8.47K - $9.6K
|
12.8K
$110K
|
|
|
Jan 16, 2026
Q4 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
10KNew |
$84.3K - $95.5K
|
10K
$86.2K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 0.41% |
$2.53K - $2.87K
|
72.4K
$624K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
13.9KNew |
$117K - $132K
|
13.9K
$119K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
31New |
$261 - $296
|
31
$267
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-10.3K- 77.76% |
$87K - $98.6K
|
2.95K
$25.4K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
519+ 1128.26% |
$4.38K - $4.96K
|
565
$4.87K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
97New |
$818 - $926
|
97
$836
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-9.39K- 8.33% |
$79.2K - $89.7K
|
103K
$891K
|
|
|
Jan 14, 2026
Q4 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
195+ 1.61% |
$1.64K - $1.86K
|
12.3K
$106K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.24K- 2.86% |
$18.9K - $21.4K
|
75.9K
$654K
|
|
|
Jan 14, 2026
Q4 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-825- 2.83% |
$6.95K - $7.88K
|
28.3K
$244K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-265- 66.42% |
$2.23K - $2.53K
|
134
$1.16K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-349- 2.04% |
$2.94K - $3.33K
|
16.7K
$144K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
186New |
$1.57K - $1.78K
|
186
$1.6K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
759+ 6.25% |
$6.4K - $7.25K
|
12.9K
$111K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
31+ 1550.0% |
$261 - $296
|
33
$284
|
|
|
Jan 12, 2026
Q4 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-11.4K- 33.33% |
$96.1K - $109K
|
22.8K
$197K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
93.7KNew |
$790K - $895K
|
93.7K
$808K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
55K+ 77.5% |
$464K - $526K
|
126K
$1.09M
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
10.4KNew |
$87.3K - $98.9K
|
10.4K
$89.3K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
57New |
$481 - $544
|
57
$491
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
44.3K+ 26.67% |
$374K - $423K
|
211K
$1.81M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
567+ 17.9% |
$4.78K - $5.41K
|
3.73K
$32.2K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2.3K- 49.09% |
$19.4K - $22K
|
2.39K
$20.6K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.74K+ 1995.4% |
$14.6K - $16.6K
|
1.82K
$15.7K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
523+ 3.78% |
$4.41K - $4.99K
|
14.4K
$124K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
306+ 9.4% |
$2.58K - $2.92K
|
3.56K
$30.7K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9.98K+ 1773.36% |
$84.2K - $95.3K
|
10.5K
$90.9K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-10.4K- 34.79% |
$95K - $124K
|
19.6K
$169K
|
|
|
Dec 31, 2025
Q3 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
33.7KNew |
$307K - $401K
|
33.7K
$291K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.88K- 37.64% |
$26.1K - $34.2K
|
4.77K
$41.1K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
8.47K+ 131.37% |
$77K - $101K
|
14.9K
$129K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
106+ 129.27% |
$964 - $1.26K
|
188
$1.62K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.39K+ 43.43% |
$67.1K - $87.7K
|
24.4K
$210K
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
688+ 3822.22% |
$6.25K - $8.17K
|
706
$6.09K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
11.1KNew |
$101K - $131K
|
11.1K
$95.3K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.3K+ 10.07% |
$93.5K - $122K
|
112K
$969K
|
|
|
Nov 18, 2025
Q3 2025
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
8+ 0.03% |
$72.7 - $95
|
27.9K
$240K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.5K- 16.38% |
$77.2K - $101K
|
43.4K
$374K
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
40.9K+ 31.88% |
$372K - $486K
|
169K
$1.46M
|
|
|
Nov 17, 2025
Q3 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
4.04K+ 22.33% |
$36.8K - $48K
|
22.1K
$191K
|
|
|
Nov 17, 2025
Q3 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
80.5K+ 189.81% |
$731K - $956K
|
123K
$1.06M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
BUY
|
- |
21.6K+ 126.86% |
$196K - $256K
|
38.5K
$332K
|
|
|
Nov 14, 2025
Q3 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
97.2K+ 451.97% |
$884K - $1.16M
|
119K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
15.7KNew |
$143K - $187K
|
15.7K
$135K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-19.1K- 93.12% |
$174K - $227K
|
1.41K
$12.2K
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
213K+ 4.15% |
$1.94M - $2.53M
|
5.34M
$46.1M
|
|