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 489 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 $2.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Security National Bank
|
Apr 23, 2025 Q1 2025 |
3,561
shares
|
$41,378
0.01% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
3,422
shares
|
$39,763
0.04% of portfolio
|
Q1 2025
Added 7180.85%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
3,284
shares
|
$38,160
0.01% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
3,264
shares
|
$37,927
0.02% of portfolio
|
Q1 2025
Added 94.05%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
3,257
shares
|
$37,846
0.0% of portfolio
|
Q1 2025
Reduced 73.18%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
3,107
shares
|
$36,103
0.0% of portfolio
|
Q4 2024
Added 46.42%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,976
shares
|
$34,581
0.0% of portfolio
|
Q1 2025
Added 110.02%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,914
shares
|
$33,860
0.0% of portfolio
|
Q1 2025
Reduced 77.35%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
2,910
shares
|
$33,814
0.01% of portfolio
|
Q1 2025
Reduced 44.86%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
2,805
shares
|
$32,594
0.02% of portfolio
|
Q4 2022
Reduced 23.3%
|
|
|
Am Squared LTD
Hong Kong, K3 |
Nov 06, 2024 Q3 2024 |
2,800
shares
|
$32,535
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,790
shares
|
$32,419
0.0% of portfolio
|
Q1 2025
Reduced 46.24%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,574
shares
|
$29,909
0.0% of portfolio
|
Q2 2020
Added 0.06%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,538
shares
|
$29,491
0.0% of portfolio
|
Q1 2025
Added 278.81%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,514
shares
|
$29,212
0.0% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
2,428
shares
|
$28,213
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
2,420
shares
|
$28,120
0.0% of portfolio
|
Q1 2025
Reduced 98.73%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
2,263
shares
|
$26,296
0.0% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
2,257
shares
|
$26,226
0.0% of portfolio
|
Q1 2025
Added 20.63%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
2,252
shares
|
$26,168
0.0% of portfolio
|
Q1 2025
Reduced 11.62%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
2,133
shares
|
$24,785
0.0% of portfolio
|
Q1 2025
Added 1111.93%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
2,125
shares
|
$24,692
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,122
shares
|
$24,657
0.0% of portfolio
|
Q3 2023
Added 24.82%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,049
shares
|
$23,809
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,731
shares
|
$20,114
0.0% of portfolio
|
Q4 2024
Added 41.19%
|