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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
131
shares
|
$1,287
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
127
shares
|
$1,248
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
120
shares
|
$1,179
0.0% of portfolio
|
Q1 2025
Reduced 51.02%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
113
shares
|
$1,110
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
109
shares
|
$1,071
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
82
shares
|
$806
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
81
shares
|
$796
0.0% of portfolio
|
Q2 2025
Added 1925.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
71
shares
|
$697
0.0% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
69
shares
|
$678
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
69
shares
|
$678
0.0% of portfolio
|
Q1 2025
Reduced 62.5%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
64
shares
|
$629
0.0% of portfolio
|
Q2 2025
Reduced 98.04%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
50
shares
|
$491
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
50
shares
|
$491
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
46
shares
|
$452
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
45
shares
|
$442
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
38
shares
|
$373
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
34
shares
|
$334
0.0% of portfolio
|
Q2 2025
Added 47.83%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
30
shares
|
$294
0.0% of portfolio
|
Q2 2022
Reduced 25.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
27
shares
|
$265
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
27
shares
|
$265
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
26
shares
|
$255
0.0% of portfolio
|
Q1 2023
Reduced 60.0%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
20
shares
|
$196
0.0% of portfolio
|
Q2 2025
Reduced 98.0%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
18
shares
|
$176
0.0% of portfolio
|
Q2 2025
Reduced 99.47%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
18
shares
|
$176
0.0% of portfolio
|
Q1 2024
Reduced 82.0%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
17
shares
|
$167
0.0% of portfolio
|
Q2 2025
New holding
|