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 481 institutions that hold shares in the stock, with a total of 176 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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
1,212
shares
|
$10,447
0.0% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Nov 06, 2025 Q3 2025 |
1,200
shares
|
$10,343
0.16% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,100
shares
|
$9,482
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
1,100
shares
|
$9,482
0.0% of portfolio
|
Q3 2025
Reduced 79.25%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,095
shares
|
$9,438
0.0% of portfolio
|
Q3 2025
Reduced 20.19%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
1,076
shares
|
$9,275
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
1,075
shares
|
$9,266
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,023
shares
|
$8,818
0.0% of portfolio
|
Q2 2024
Added 0.69%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
1,000
shares
|
$8,620
0.0% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
1,000
shares
|
$8,620
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 16, 2026 Q4 2025 |
1,000
shares
|
$8,620
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,000
shares
|
$8,620
0.01% of portfolio
|
Q1 2024
Reduced 28.57%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
912
shares
|
$7,861
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
908
shares
|
$7,826
0.0% of portfolio
|
Q3 2024
Reduced 99.05%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
753
shares
|
$6,490
0.0% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
750
shares
|
$6,464
0.0% of portfolio
|
Q1 2021
Reduced 40.0%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
706
shares
|
$6,085
0.0% of portfolio
|
Q3 2025
Added 3822.22%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
700
shares
|
$6,033
0.0% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
676
shares
|
$5,827
0.0% of portfolio
|
Q3 2025
Reduced 11.86%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
626
shares
|
$5,396
0.0% of portfolio
|
Q3 2025
Reduced 40.49%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
600
shares
|
$5,171
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
580
shares
|
$4,999
0.0% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
565
shares
|
$4,870
0.0% of portfolio
|
Q4 2025
Added 1128.26%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
541
shares
|
$4,663
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
531
shares
|
$4,577
0.0% of portfolio
|
Q4 2024
New holding
|
|