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 476 institutions that hold shares in the stock, with a total of 175 Million shares, which have been reported (via 13F filing form) to have a value of $1.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
30,223
shares
|
$260,522
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
29,797
shares
|
$256,850
0.05% of portfolio
|
Q3 2025
Added 21.44%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
29,655
shares
|
$255,626
0.01% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
29,588
shares
|
$255,048
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
29,517
shares
|
$254,436
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
29,238
shares
|
$252,031
0.0% of portfolio
|
Q3 2025
Added 21.63%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
29,158
shares
|
$251,341
0.0% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
29,142
shares
|
$251,204
0.15% of portfolio
|
Q2 2025
Added 24.95%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
28,899
shares
|
$249,109
0.11% of portfolio
|
Q3 2025
Reduced 34.47%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
28,264
shares
|
$243,635
0.0% of portfolio
|
Q3 2025
Added 43.49%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
28,157
shares
|
$242,713
0.0% of portfolio
|
Q3 2025
Added 1130.1%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
28,060
shares
|
$241,877
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 18, 2025 Q3 2025 |
27,916
shares
|
$240,635
0.0% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Nov 18, 2025 Q3 2025 |
27,886
shares
|
$240,377
0.17% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
27,666
shares
|
$238,480
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Handelsbanken Fonder Ab
|
Nov 12, 2025 Q3 2025 |
27,457
shares
|
$236,679
0.0% of portfolio
|
Q3 2025
Reduced 9.25%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2025 Q3 2025 |
27,194
shares
|
$234,412
0.09% of portfolio
|
Q3 2025
Reduced 44.94%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
26,634
shares
|
$229,585
0.0% of portfolio
|
Q3 2025
Reduced 20.36%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
24,975
shares
|
$215,284
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
24,394
shares
|
$210,276
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
24,394
shares
|
$210,276
0.0% of portfolio
|
Q3 2025
Added 43.43%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
24,269
shares
|
$209,198
0.0% of portfolio
|
Q3 2025
Reduced 20.18%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
23,023
shares
|
$198,458
0.05% of portfolio
|
Q3 2021
Reduced 0.02%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
22,988
shares
|
$198,156
0.0% of portfolio
|
Q3 2025
Added 14.94%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
22,161
shares
|
$191,027
0.0% of portfolio
|
Q3 2025
Reduced 15.72%
|
|