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 |
|---|---|---|---|---|---|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,704
shares
|
$19,800
0.01% of portfolio
|
Q2 2023
Added 1.13%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
1,650
shares
|
$19,173
0.01% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
1,637
shares
|
$19,021
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
1,600
shares
|
$18,592
0.01% of portfolio
|
Q1 2025
Reduced 55.56%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
1,592
shares
|
$18,499
0.0% of portfolio
|
Q1 2025
Reduced 26.97%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
1,586
shares
|
$18,429
0.0% of portfolio
|
Q1 2025
Reduced 46.96%
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
1,500
shares
|
$17,430
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
1,417
shares
|
$16,465
0.0% of portfolio
|
Q4 2024
Reduced 18.14%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,400
shares
|
$16,267
0.0% of portfolio
|
Q1 2025
Added 250.0%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,381
shares
|
$16,047
0.0% of portfolio
|
Q1 2025
Reduced 34.98%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,320
shares
|
$15,338
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,302
shares
|
$15,129
0.0% of portfolio
|
Q1 2025
Added 785.71%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
1,258
shares
|
$14,617
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,250
shares
|
$14,524
0.0% of portfolio
|
Q4 2024
Reduced 29.42%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
1,233
shares
|
$14,327
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,225
shares
|
$14,234
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
1,204
shares
|
$13,990
0.0% of portfolio
|
Q1 2025
Added 5.89%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
1,150
shares
|
$13,363
0.0% of portfolio
|
Q1 2025
Reduced 89.62%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
1,150
shares
|
$13,363
0.0% of portfolio
|
Q1 2025
Reduced 82.27%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,100
shares
|
$12,782
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
1,076
shares
|
$12,503
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
1,075
shares
|
$12,491
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
1,070
shares
|
$12,433
0.0% of portfolio
|
Q1 2025
Added 201.41%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,044
shares
|
$12,131
0.0% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
1,041
shares
|
$12,096
0.0% of portfolio
|
Q1 2025
Added 34600.0%
|