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 175 Million shares, which have been reported (via 13F filing form) to have a value of $2.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,708
shares
|
$26,064
0.01% of portfolio
|
Q4 2024
Added 9.84%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,704
shares
|
$26,003
0.01% of portfolio
|
Q2 2023
Added 1.13%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
1,682
shares
|
$25,667
0.01% of portfolio
|
Q4 2024
Reduced 70.95%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
1,540
shares
|
$23,500
0.01% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
1,500
shares
|
$22,890
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
1,417
shares
|
$21,623
0.0% of portfolio
|
Q4 2024
Added 10.1%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
1,417
shares
|
$21,623
0.0% of portfolio
|
Q4 2024
Reduced 18.14%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
1,258
shares
|
$19,197
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,250
shares
|
$19,075
0.0% of portfolio
|
Q4 2024
Reduced 29.42%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
1,233
shares
|
$18,815
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,225
shares
|
$18,693
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
1,137
shares
|
$17,350
0.0% of portfolio
|
Q3 2023
Reduced 0.44%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,100
shares
|
$16,786
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
1,076
shares
|
$16,419
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
1,034
shares
|
$15,778
0.0% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,023
shares
|
$15,610
0.0% of portfolio
|
Q2 2024
Added 0.69%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
1,000
shares
|
$15,260
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
1,000
shares
|
$15,260
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
1,000
shares
|
$15,260
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,000
shares
|
$15,260
0.01% of portfolio
|
Q1 2024
Reduced 28.57%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
950
shares
|
$14,497
0.0% of portfolio
|
Q4 2024
Added 40.12%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
935
shares
|
$14,268
0.01% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Feb 12, 2025 Q4 2024 |
908
shares
|
$13,856
0.01% of portfolio
|
Q3 2024
Reduced 99.05%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
800
shares
|
$12,208
0.01% of portfolio
|
Q1 2018
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
775
shares
|
$11,826
0.0% of portfolio
|
Q4 2024
Added 47.62%
|