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 |
|---|---|---|---|---|---|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
14,739
shares
|
$144,884
0.02% of portfolio
|
Q2 2025
Added 8.23%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
14,710
shares
|
$144,599
0.05% of portfolio
|
Q4 2022
Reduced 22.62%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
14,585
shares
|
$143,370
0.01% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Towerview LLC
|
Aug 06, 2025 Q2 2025 |
14,500
shares
|
$142,535
0.12% of portfolio
|
Q1 2025
Added 20.83%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
14,300
shares
|
$140,569
0.0% of portfolio
|
Q3 2023
Added 3.54%
|
|
|
Mqs Management LLC
|
Jul 31, 2025 Q2 2025 |
14,102
shares
|
$138,622
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Winton Group LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
14,063
shares
|
$138,239
0.01% of portfolio
|
Q2 2025
Reduced 22.54%
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
14,056
shares
|
$138,170
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 31, 2025 Q2 2025 |
14,020
shares
|
$137,816
0.02% of portfolio
|
Q2 2025
Added 16.77%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
May 13, 2025 Q1 2025 |
13,604
shares
|
$133,727
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
13,337
shares
|
$131,102
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
13,205
shares
|
$129,805
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
13,166
shares
|
$129,421
0.0% of portfolio
|
Q2 2025
Added 55.35%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
13,055
shares
|
$128,330
0.15% of portfolio
|
Q1 2025
Added 38.37%
|
|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
Aug 13, 2025 Q2 2025 |
13,000
shares
|
$127,790
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
12,875
shares
|
$126,561
0.01% of portfolio
|
Q2 2025
Added 407.29%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
12,849
shares
|
$126,305
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
12,463
shares
|
$122,511
0.0% of portfolio
|
Q2 2025
Reduced 40.77%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
12,397
shares
|
$121,862
0.01% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
12,292
shares
|
$120,830
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
12,284
shares
|
$120,751
0.0% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
11,801
shares
|
$116,003
0.0% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Whitcomb & Hess, Inc.
|
Jul 03, 2025 Q2 2025 |
11,748
shares
|
$115,482
0.04% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
11,548
shares
|
$113,516
0.0% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
11,329
shares
|
$111,364
0.0% of portfolio
|
Q2 2025
Added 0.71%
|