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 |
|---|---|---|---|---|---|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
349
shares
|
$4,055
0.0% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
334
shares
|
$3,881
0.0% of portfolio
|
Q1 2025
Reduced 64.84%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
334
shares
|
$3,881
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
327
shares
|
$3,799
0.0% of portfolio
|
Q4 2023
Added 1.24%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
300
shares
|
$3,485
0.0% of portfolio
|
Q2 2020
Reduced 94.68%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
288
shares
|
$3,346
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
285
shares
|
$3,311
0.0% of portfolio
|
Q1 2024
Reduced 52.5%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
284
shares
|
$3,300
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
278
shares
|
$3,230
0.0% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
275
shares
|
$3,195
0.0% of portfolio
|
Q1 2025
Added 34.15%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
265
shares
|
$3,079
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
250
shares
|
$2,905
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
231
shares
|
$2,684
0.0% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
226
shares
|
$2,626
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
218
shares
|
$2,533
0.0% of portfolio
|
Q1 2022
Reduced 42.93%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
218
shares
|
$2,533
0.0% of portfolio
|
Q4 2021
Reduced 42.93%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
213
shares
|
$2,475
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
212
shares
|
$2,463
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
207
shares
|
$2,405
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Community Trust Na
|
Apr 08, 2025 Q1 2025 |
200
shares
|
$2,324
0.0% of portfolio
|
Q3 2024
Reduced 42.86%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
189
shares
|
$2,196
0.0% of portfolio
|
Q1 2025
Reduced 19.23%
|
|
|
Twin Tree Management, LP
Dallas, TX |
May 15, 2025 Q1 2025 |
181
shares
|
$2,103
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
175
shares
|
$2,033
0.0% of portfolio
|
Q1 2025
Reduced 77.42%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
157
shares
|
$1,824
0.0% of portfolio
|
Q4 2022
Added 57.0%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
150
shares
|
$1,742
0.0% of portfolio
|
Q1 2025
Added 275.0%
|