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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
34,674
shares
|
$296,115
0.0% of portfolio
|
Q2 2025
Added 17.44%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
34,312
shares
|
$293,024
0.01% of portfolio
|
Q3 2025
Added 70.98%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Oct 07, 2025 Q3 2025 |
34,199
shares
|
$292,059
0.04% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Sheets Smith Investment Management
Houston, TX |
Oct 08, 2025 Q3 2025 |
33,725
shares
|
$288,011
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
33,442
shares
|
$285,594
0.0% of portfolio
|
Q2 2025
Added 17.42%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
33,054
shares
|
$282,281
0.0% of portfolio
|
Q4 2024
Reduced 51.62%
|
|
|
Yousif Capital Management, LLC
|
Oct 14, 2025 Q3 2025 |
32,805
shares
|
$280,154
0.0% of portfolio
|
Q3 2025
Reduced 13.45%
|
|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
32,583
shares
|
$278,258
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
32,574
shares
|
$278,181
0.0% of portfolio
|
Q2 2025
Added 38.77%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
32,334
shares
|
$276,132
0.0% of portfolio
|
Q2 2025
Reduced 11.42%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
31,318
shares
|
$267,455
0.01% of portfolio
|
Q2 2025
Reduced 8.69%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
31,205
shares
|
$266,490
0.01% of portfolio
|
Q2 2025
Added 124.79%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
30,994
shares
|
$264,688
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
30,403
shares
|
$259,641
0.01% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Handelsbanken Fonder Ab
|
Apr 15, 2025 Q1 2025 |
30,257
shares
|
$258,394
0.0% of portfolio
|
Q4 2024
Reduced 9.56%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
30,223
shares
|
$258,104
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
30,172
shares
|
$257,668
0.01% of portfolio
|
Q2 2025
Reduced 24.92%
|
|
|
Brown Financial Advisors
Milford, OH |
Aug 15, 2025 Q2 2025 |
29,908
shares
|
$255,414
0.13% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
29,797
shares
|
$254,466
0.05% of portfolio
|
Q3 2025
Added 21.44%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
29,259
shares
|
$249,871
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
29,238
shares
|
$249,692
0.0% of portfolio
|
Q3 2025
Added 21.63%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
29,142
shares
|
$248,872
0.15% of portfolio
|
Q2 2025
Added 24.95%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Aug 14, 2025 Q2 2025 |
28,256
shares
|
$241,306
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Aug 13, 2025 Q2 2025 |
27,916
shares
|
$238,402
0.0% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Jul 21, 2025 Q2 2025 |
27,878
shares
|
$238,078
0.22% of portfolio
|
Q2 2025
Added 0.02%
|