Institutional Ownership Wendy'S CO (WEN)
This table provides information about the institutional ownership of Wendy'S CO (WEN). We have compiled data on the 470 institutions that hold shares in the stock, with a total of 199 Million shares, which have been reported (via 13F filing form) to have a value of $1.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
18,004
shares
|
$176,979
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
17,944
shares
|
$176,389
0.0% of portfolio
|
Q2 2025
Reduced 16.83%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
17,869
shares
|
$175,652
0.06% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Aug 11, 2025 Q2 2025 |
17,733
shares
|
$174,315
0.0% of portfolio
|
Q2 2025
Reduced 10.94%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
17,632
shares
|
$173,322
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
17,500
shares
|
$172,025
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
17,471
shares
|
$171,739
0.0% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
True Signal LP
New York, NY |
Jan 26, 2023 Q4 2022 |
17,420
shares
|
$171,238
0.3% of portfolio
|
Q4 2022
New holding
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
17,349
shares
|
$170,540
0.0% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
17,202
shares
|
$169,095
0.03% of portfolio
|
Q2 2025
Added 58.37%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
17,139
shares
|
$168,476
0.0% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
17,068
shares
|
$167,778
0.0% of portfolio
|
Q2 2025
Added 17.71%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
17,008
shares
|
$167,188
0.0% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
16,987
shares
|
$166,982
0.0% of portfolio
|
Q2 2025
Added 8.36%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
16,585
shares
|
$163,030
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
16,418
shares
|
$161,388
0.0% of portfolio
|
Q2 2025
Reduced 10.82%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
16,056
shares
|
$157,830
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
15,702
shares
|
$154,350
0.0% of portfolio
|
Q2 2025
Added 15.84%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
15,687
shares
|
$154,203
0.0% of portfolio
|
Q2 2025
Added 35.0%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
15,517
shares
|
$152,532
0.03% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jul 25, 2025 Q2 2025 |
15,045
shares
|
$147,892
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
14,880
shares
|
$146,270
0.0% of portfolio
|
Q2 2025
Added 18.59%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
14,869
shares
|
$146,162
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
14,866
shares
|
$146,132
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
14,846
shares
|
$145,936
0.0% of portfolio
|
Q2 2025
Added 3.05%
|