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 |
|---|---|---|---|---|---|
|
Teacher Retirement System Of Texas
Austin, TX |
Aug 01, 2025 Q2 2025 |
25,896
shares
|
$254,557
0.0% of portfolio
|
Q2 2025
Reduced 13.17%
|
|
|
Atom Investors LP
Austin, TX |
Aug 14, 2025 Q2 2025 |
25,875
shares
|
$254,351
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Fora Capital, LLC
Miami, FL |
Aug 13, 2025 Q2 2025 |
25,437
shares
|
$250,045
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Xponance, Inc.
|
Aug 14, 2025 Q2 2025 |
24,866
shares
|
$244,432
0.0% of portfolio
|
Q2 2025
Reduced 10.12%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
24,759
shares
|
$243,380
0.0% of portfolio
|
Q2 2025
Added 17.62%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
24,537
shares
|
$241,198
0.05% of portfolio
|
Q2 2025
Added 32.62%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
24,038
shares
|
$236,293
0.0% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
23,023
shares
|
$226,316
0.05% of portfolio
|
Q3 2021
Reduced 0.02%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
21,892
shares
|
$215,198
0.01% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Aug 14, 2025 Q2 2025 |
21,515
shares
|
$211,492
0.0% of portfolio
|
Q2 2025
Reduced 74.67%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,391
shares
|
$210,273
0.0% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
20,960
shares
|
$206,036
0.0% of portfolio
|
Q2 2023
Added 8.14%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
20,498
shares
|
$201,495
0.0% of portfolio
|
Q2 2025
Reduced 62.17%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
20,460
shares
|
$201,121
0.02% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
20,068
shares
|
$197,268
0.01% of portfolio
|
Q2 2025
Added 56.24%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
20,000
shares
|
$196,600
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
19,697
shares
|
$193,621
0.0% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
19,265
shares
|
$189,374
0.0% of portfolio
|
Q2 2025
Added 25.59%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
19,183
shares
|
$188,568
0.11% of portfolio
|
Q2 2025
Added 32.77%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
18,883
shares
|
$185,619
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
18,751
shares
|
$184,322
0.01% of portfolio
|
Q2 2025
Added 79.11%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
18,500
shares
|
$181,855
0.0% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
18,419
shares
|
$181,058
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
State Of Alaska, Department Of Revenue
|
Jul 16, 2025 Q2 2025 |
18,137
shares
|
$178,286
0.0% of portfolio
|
Q2 2025
Reduced 7.94%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
18,103
shares
|
$177,952
0.1% of portfolio
|
Q2 2025
Added 22.87%
|