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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
2,143
shares
|
$21,065
0.0% of portfolio
|
Q2 2025
Reduced 14.76%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
2,125
shares
|
$20,888
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,122
shares
|
$20,859
0.0% of portfolio
|
Q3 2023
Added 24.82%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
2,100
shares
|
$20,643
0.0% of portfolio
|
Q2 2025
Added 250.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,049
shares
|
$20,141
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
1,825
shares
|
$17,939
0.0% of portfolio
|
Q2 2025
Added 781.64%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
1,795
shares
|
$17,644
0.0% of portfolio
|
Q2 2025
Reduced 35.66%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,783
shares
|
$17,526
0.0% of portfolio
|
Q2 2025
Added 12.0%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,739
shares
|
$17,094
0.0% of portfolio
|
Q2 2025
Added 175.59%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,704
shares
|
$16,750
0.01% of portfolio
|
Q2 2023
Added 1.13%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
1,637
shares
|
$16,091
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
1,600
shares
|
$15,728
0.01% of portfolio
|
Q1 2025
Reduced 55.56%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,544
shares
|
$15,177
0.0% of portfolio
|
Q2 2025
Reduced 63.81%
|
|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
1,500
shares
|
$14,745
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,462
shares
|
$14,371
0.0% of portfolio
|
Q2 2025
Added 12.29%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
1,417
shares
|
$13,929
0.0% of portfolio
|
Q4 2024
Reduced 18.14%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
1,372
shares
|
$13,486
0.0% of portfolio
|
Q2 2025
Added 814.67%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,250
shares
|
$12,287
0.0% of portfolio
|
Q4 2024
Reduced 29.42%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
1,233
shares
|
$12,120
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,225
shares
|
$12,041
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
1,214
shares
|
$11,933
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
1,204
shares
|
$11,835
0.0% of portfolio
|
Q1 2025
Added 5.89%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
1,200
shares
|
$11,796
0.0% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,100
shares
|
$10,813
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
1,076
shares
|
$10,577
0.0% of portfolio
|
Q2 2024
New holding
|