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 |
|---|---|---|---|---|---|
|
Jain Global LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
52,400
shares
|
$515,092
0.01% of portfolio
|
Q2 2025
Added 326.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
52,155
shares
|
$512,683
0.0% of portfolio
|
Q2 2025
Reduced 7.8%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
51,895
shares
|
$510,127
0.01% of portfolio
|
Q2 2025
Added 6.83%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
49,848
shares
|
$490,005
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Arizona State Retirement System
|
Aug 13, 2025 Q2 2025 |
49,712
shares
|
$488,668
0.0% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Aug 14, 2025 Q2 2025 |
49,390
shares
|
$485,503
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
45,654
shares
|
$448,778
0.13% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Louisiana State Employees Retirement System
|
Jul 23, 2025 Q2 2025 |
45,400
shares
|
$446,282
0.01% of portfolio
|
Q2 2025
Reduced 5.42%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
45,241
shares
|
$444,719
0.0% of portfolio
|
Q3 2024
Added 17.72%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
44,265
shares
|
$435,124
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Entry Point Capital, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
44,099
shares
|
$433,493
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Aug 07, 2025 Q2 2025 |
42,838
shares
|
$421,097
0.0% of portfolio
|
Q4 2024
Added 13.08%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Aug 14, 2025 Q2 2025 |
42,388
shares
|
$416,674
0.02% of portfolio
|
Q2 2025
Added 42.07%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Aug 08, 2025 Q2 2025 |
41,443
shares
|
$407,384
0.0% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
41,184
shares
|
$404,838
0.04% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Aug 04, 2025 Q2 2025 |
40,100
shares
|
$394,183
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
39,650
shares
|
$389,759
0.0% of portfolio
|
Q2 2025
Added 104.04%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
39,252
shares
|
$385,847
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
State Of Michigan Retirement System
|
Aug 05, 2025 Q2 2025 |
38,785
shares
|
$381,256
0.0% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
37,979
shares
|
$373,333
0.0% of portfolio
|
Q2 2025
Reduced 33.67%
|
|
|
Yousif Capital Management, LLC
|
Jul 25, 2025 Q2 2025 |
37,901
shares
|
$372,566
0.0% of portfolio
|
Q2 2025
Reduced 8.58%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
37,819
shares
|
$371,760
0.01% of portfolio
|
Q2 2025
Reduced 50.39%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
36,350
shares
|
$357,320
0.01% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
36,015
shares
|
$354,027
0.01% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
35,695
shares
|
$350,881
0.18% of portfolio
|
Q2 2025
Reduced 5.31%
|