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 475 institutions that hold shares in the stock, with a total of 195 Million shares, which have been reported (via 13F filing form) to have a value of $1.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
197
shares
|
$1,682
0.0% of portfolio
|
Q2 2025
Reduced 96.21%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
172
shares
|
$1,468
0.0% of portfolio
|
Q2 2025
Added 1046.67%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
139
shares
|
$1,187
0.0% of portfolio
|
Q3 2025
Added 892.86%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
127
shares
|
$1,084
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
120
shares
|
$1,024
0.0% of portfolio
|
Q1 2025
Reduced 51.02%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
109
shares
|
$930
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
108
shares
|
$922
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
87
shares
|
$742
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
83
shares
|
$708
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
82
shares
|
$700
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
81
shares
|
$691
0.0% of portfolio
|
Q2 2025
Added 1925.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
72
shares
|
$614
0.0% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
69
shares
|
$589
0.0% of portfolio
|
Q1 2025
Reduced 62.5%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
69
shares
|
$589
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
64
shares
|
$546
0.0% of portfolio
|
Q2 2025
Reduced 98.04%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
50
shares
|
$426
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
50
shares
|
$426
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
47
shares
|
$401
0.0% of portfolio
|
Q3 2025
Reduced 70.06%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
46
shares
|
$392
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
45
shares
|
$384
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
38
shares
|
$324
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
34
shares
|
$290
0.0% of portfolio
|
Q2 2025
Added 47.83%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
30
shares
|
$256
0.0% of portfolio
|
Q2 2022
Reduced 25.0%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
27
shares
|
$230
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
27
shares
|
$230
0.0% of portfolio
|
Q2 2025
Added 200.0%
|