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 |
|---|---|---|---|---|---|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
425
shares
|
$4,177
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
400
shares
|
$3,932
0.0% of portfolio
|
Q2 2025
Reduced 71.43%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
375
shares
|
$3,686
0.0% of portfolio
|
Q3 2024
Reduced 87.7%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
365
shares
|
$3,587
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
361
shares
|
$3,548
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
354
shares
|
$3,479
0.0% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
327
shares
|
$3,214
0.0% of portfolio
|
Q4 2023
Added 1.24%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
310
shares
|
$3,047
0.0% of portfolio
|
Q2 2025
Reduced 76.52%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
300
shares
|
$2,949
0.0% of portfolio
|
Q2 2020
Reduced 94.68%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
288
shares
|
$2,831
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
285
shares
|
$2,801
0.0% of portfolio
|
Q2 2025
Added 319.12%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
285
shares
|
$2,801
0.0% of portfolio
|
Q1 2024
Reduced 52.5%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
284
shares
|
$2,791
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
251
shares
|
$2,467
0.0% of portfolio
|
Q2 2025
Reduced 9.71%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
250
shares
|
$2,457
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
234
shares
|
$2,300
0.0% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
226
shares
|
$2,221
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
218
shares
|
$2,142
0.0% of portfolio
|
Q1 2022
Reduced 42.93%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
218
shares
|
$2,142
0.0% of portfolio
|
Q4 2021
Reduced 42.93%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
213
shares
|
$2,093
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
212
shares
|
$2,083
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
200
shares
|
$1,966
0.0% of portfolio
|
Q3 2024
Reduced 42.86%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
197
shares
|
$1,936
0.0% of portfolio
|
Q2 2025
Reduced 96.21%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
172
shares
|
$1,690
0.0% of portfolio
|
Q2 2025
Added 1046.67%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
157
shares
|
$1,543
0.0% of portfolio
|
Q2 2025
Reduced 42.91%
|