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 |
|---|---|---|---|---|---|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
1,500
shares
|
$15,855
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
1,417
shares
|
$14,977
0.0% of portfolio
|
Q4 2024
Reduced 18.14%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,400
shares
|
$14,798
0.0% of portfolio
|
Q1 2025
Added 250.0%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,381
shares
|
$14,597
0.0% of portfolio
|
Q1 2025
Reduced 34.98%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,320
shares
|
$13,952
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,302
shares
|
$13,762
0.0% of portfolio
|
Q1 2025
Added 785.71%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
1,258
shares
|
$13,297
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,250
shares
|
$13,212
0.0% of portfolio
|
Q4 2024
Reduced 29.42%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
1,233
shares
|
$13,032
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,225
shares
|
$12,948
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
1,204
shares
|
$12,726
0.0% of portfolio
|
Q1 2025
Added 5.89%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
1,150
shares
|
$12,155
0.0% of portfolio
|
Q1 2025
Reduced 89.62%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,100
shares
|
$11,627
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
1,076
shares
|
$11,373
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
1,075
shares
|
$11,362
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
1,068
shares
|
$11,288
0.0% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,044
shares
|
$11,035
0.0% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
1,041
shares
|
$11,003
0.0% of portfolio
|
Q1 2025
Added 34600.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,023
shares
|
$10,813
0.0% of portfolio
|
Q2 2024
Added 0.69%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
1,000
shares
|
$10,570
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,000
shares
|
$10,570
0.01% of portfolio
|
Q1 2024
Reduced 28.57%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
1,000
shares
|
$10,570
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
1,000
shares
|
$10,570
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
1,000
shares
|
$10,570
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
967
shares
|
$10,221
0.0% of portfolio
|
Q1 2025
Added 28.42%
|