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 |
|---|---|---|---|---|---|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
1,075
shares
|
$10,567
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
1,068
shares
|
$10,498
0.0% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,052
shares
|
$10,341
0.0% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
1,041
shares
|
$10,233
0.0% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,023
shares
|
$10,056
0.0% of portfolio
|
Q2 2024
Added 0.69%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
1,000
shares
|
$9,830
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,000
shares
|
$9,830
0.01% of portfolio
|
Q1 2024
Reduced 28.57%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
1,000
shares
|
$9,830
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Aug 07, 2025 Q2 2025 |
908
shares
|
$8,925
0.0% of portfolio
|
Q3 2024
Reduced 99.05%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
861
shares
|
$8,463
0.0% of portfolio
|
Q2 2025
Reduced 59.63%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
767
shares
|
$7,539
0.0% of portfolio
|
Q2 2025
Reduced 55.69%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
750
shares
|
$7,372
0.0% of portfolio
|
Q1 2021
Reduced 40.0%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
743
shares
|
$7,303
0.0% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Bayforest Capital LTD
London, X0 |
Jul 28, 2025 Q2 2025 |
662
shares
|
$6,507
0.0% of portfolio
|
Q2 2025
Reduced 91.76%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Aug 06, 2025 Q2 2025 |
600
shares
|
$5,898
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
600
shares
|
$5,898
0.0% of portfolio
|
Q1 2024
Reduced 62.15%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
580
shares
|
$5,701
0.0% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
541
shares
|
$5,318
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
531
shares
|
$5,219
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
505
shares
|
$4,964
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
476
shares
|
$4,679
0.0% of portfolio
|
Q3 2023
Reduced 31.9%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
452
shares
|
$4,443
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
442
shares
|
$4,344
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
429
shares
|
$4,217
0.0% of portfolio
|
Q2 2025
Added 61.89%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
425
shares
|
$4,177
0.0% of portfolio
|
Q4 2024
New holding
|