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 |
|---|---|---|---|---|---|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
285
shares
|
$3,012
0.0% of portfolio
|
Q2 2025
Added 319.12%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
284
shares
|
$3,001
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
278
shares
|
$2,938
0.0% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
275
shares
|
$2,906
0.0% of portfolio
|
Q1 2025
Added 34.15%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
265
shares
|
$2,801
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
250
shares
|
$2,642
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
231
shares
|
$2,441
0.0% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
226
shares
|
$2,388
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
218
shares
|
$2,304
0.0% of portfolio
|
Q4 2021
Reduced 42.93%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
218
shares
|
$2,304
0.0% of portfolio
|
Q1 2022
Reduced 42.93%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
213
shares
|
$2,251
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
212
shares
|
$2,240
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
200
shares
|
$2,114
0.0% of portfolio
|
Q3 2024
Reduced 42.86%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
189
shares
|
$1,997
0.0% of portfolio
|
Q1 2025
Reduced 19.23%
|
|
|
Twin Tree Management, LP
Dallas, TX |
May 15, 2025 Q1 2025 |
181
shares
|
$1,913
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
175
shares
|
$1,849
0.0% of portfolio
|
Q1 2025
Reduced 77.42%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
157
shares
|
$1,659
0.0% of portfolio
|
Q4 2022
Added 57.0%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
150
shares
|
$1,585
0.0% of portfolio
|
Q1 2025
Added 275.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
127
shares
|
$1,342
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
120
shares
|
$1,268
0.0% of portfolio
|
Q1 2025
Reduced 51.02%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
93
shares
|
$983
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
70
shares
|
$739
0.0% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
69
shares
|
$729
0.0% of portfolio
|
Q1 2025
Reduced 62.5%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
50
shares
|
$528
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
46
shares
|
$486
0.0% of portfolio
|
Q2 2025
New holding
|