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 479 institutions that hold shares in the stock, with a total of 185 Million shares, which have been reported (via 13F filing form) to have a value of $1.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
18,010
shares
|
$190,365
0.01% of portfolio
|
Q1 2025
Added 67.24%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
17,944
shares
|
$189,668
0.0% of portfolio
|
Q2 2025
Reduced 16.83%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
17,937
shares
|
$189,594
0.0% of portfolio
|
Q1 2025
Added 14.73%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
17,869
shares
|
$188,875
0.06% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
17,471
shares
|
$184,668
0.0% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
True Signal LP
New York, NY |
Jan 26, 2023 Q4 2022 |
17,420
shares
|
$184,129
0.3% of portfolio
|
Q4 2022
New holding
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
17,349
shares
|
$183,378
0.0% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 12, 2025 Q1 2025 |
17,251
shares
|
$182,343
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
17,111
shares
|
$180,863
0.0% of portfolio
|
Q1 2025
Reduced 70.19%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
17,084
shares
|
$180,577
0.0% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
May 15, 2025 Q1 2025 |
17,074
shares
|
$180,472
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
17,008
shares
|
$179,774
0.0% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
16,856
shares
|
$178,167
0.02% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
16,207
shares
|
$171,307
0.05% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Apr 24, 2025 Q1 2025 |
16,100
shares
|
$170,177
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
15,677
shares
|
$165,705
0.0% of portfolio
|
Q1 2025
Added 49.11%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
15,676
shares
|
$165,695
0.0% of portfolio
|
Q1 2025
Reduced 83.38%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
15,559
shares
|
$164,458
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
15,380
shares
|
$162,566
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
15,339
shares
|
$162,133
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
15,085
shares
|
$159,448
0.01% of portfolio
|
Q1 2021
Reduced 6.22%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
14,866
shares
|
$157,133
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
14,739
shares
|
$155,791
0.02% of portfolio
|
Q2 2025
Added 8.23%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
May 05, 2025 Q1 2025 |
14,734
shares
|
$155,738
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
14,710
shares
|
$155,484
0.05% of portfolio
|
Q4 2022
Reduced 22.62%
|