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 |
|---|---|---|---|---|---|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
908
shares
|
$9,597
0.01% of portfolio
|
Q3 2024
Reduced 99.05%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
861
shares
|
$9,100
0.0% of portfolio
|
Q2 2025
Reduced 59.63%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
800
shares
|
$8,456
0.01% of portfolio
|
Q1 2018
New holding
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
750
shares
|
$7,927
0.0% of portfolio
|
Q1 2021
Reduced 40.0%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
743
shares
|
$7,853
0.0% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
631
shares
|
$6,669
0.0% of portfolio
|
Q1 2025
Added 8914.29%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
600
shares
|
$6,342
0.0% of portfolio
|
Q1 2024
Reduced 62.15%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
580
shares
|
$6,130
0.0% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
541
shares
|
$5,718
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
531
shares
|
$5,612
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
505
shares
|
$5,337
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
476
shares
|
$5,031
0.0% of portfolio
|
Q3 2023
Reduced 31.9%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
452
shares
|
$4,777
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
442
shares
|
$4,671
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
425
shares
|
$4,492
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
425
shares
|
$4,492
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
400
shares
|
$4,228
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
375
shares
|
$3,963
0.0% of portfolio
|
Q3 2024
Reduced 87.7%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
349
shares
|
$3,688
0.0% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
334
shares
|
$3,530
0.0% of portfolio
|
Q1 2025
Reduced 64.84%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
334
shares
|
$3,530
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
327
shares
|
$3,456
0.0% of portfolio
|
Q4 2023
Added 1.24%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
300
shares
|
$3,171
0.0% of portfolio
|
Q2 2020
Reduced 94.68%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
288
shares
|
$3,044
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
285
shares
|
$3,012
0.0% of portfolio
|
Q1 2024
Reduced 52.5%
|