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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,023
shares
|
$11,887
0.0% of portfolio
|
Q2 2024
Added 0.69%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
1,000
shares
|
$11,620
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,000
shares
|
$11,620
0.01% of portfolio
|
Q1 2024
Reduced 28.57%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
1,000
shares
|
$11,620
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
1,000
shares
|
$11,620
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
967
shares
|
$11,236
0.0% of portfolio
|
Q1 2025
Added 28.42%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
908
shares
|
$10,550
0.01% of portfolio
|
Q3 2024
Reduced 99.05%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
800
shares
|
$9,296
0.01% of portfolio
|
Q1 2018
New holding
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
750
shares
|
$8,715
0.0% of portfolio
|
Q1 2021
Reduced 40.0%
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
734
shares
|
$8,529
0.0% of portfolio
|
Q1 2025
Reduced 21.5%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
631
shares
|
$7,332
0.0% of portfolio
|
Q1 2025
Added 8914.29%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
600
shares
|
$6,971
0.0% of portfolio
|
Q1 2024
Reduced 62.15%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
600
shares
|
$6,971
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
580
shares
|
$6,739
0.0% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
541
shares
|
$6,286
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
531
shares
|
$6,170
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
505
shares
|
$5,868
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
500
shares
|
$5,810
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
476
shares
|
$5,531
0.0% of portfolio
|
Q3 2023
Reduced 31.9%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
452
shares
|
$5,252
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
442
shares
|
$5,136
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
425
shares
|
$4,938
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
425
shares
|
$4,938
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
400
shares
|
$4,648
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
375
shares
|
$4,357
0.0% of portfolio
|
Q3 2024
Reduced 87.7%
|