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 |
|---|---|---|---|---|---|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
16
shares
|
$157
0.0% of portfolio
|
Q2 2025
Reduced 95.21%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
16
shares
|
$157
0.0% of portfolio
|
Q2 2025
Reduced 99.93%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
14
shares
|
$137
0.0% of portfolio
|
Q2 2025
Reduced 83.72%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
12
shares
|
$117
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
12
shares
|
$117
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
11
shares
|
$108
0.0% of portfolio
|
Q2 2025
Added 175.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
10
shares
|
$98
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
9
shares
|
$88
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
8
shares
|
$78
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
8
shares
|
$78
0.0% of portfolio
|
Q4 2024
Reduced 97.31%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
3
shares
|
$29
0.0% of portfolio
|
Q2 2025
Reduced 100.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
3
shares
|
$29
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
1
shares
|
$9
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
1
shares
|
$9
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|