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 478 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 |
|---|---|---|---|---|---|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
442
shares
|
$3,810
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
440
shares
|
$3,792
0.0% of portfolio
|
Q3 2025
Added 88.03%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
429
shares
|
$3,697
0.0% of portfolio
|
Q2 2025
Added 61.89%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
425
shares
|
$3,663
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
425
shares
|
$3,663
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
425
shares
|
$3,663
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
400
shares
|
$3,447
0.0% of portfolio
|
Q2 2025
Reduced 71.43%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
399
shares
|
$3,439
0.0% of portfolio
|
Q3 2025
Added 204.58%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
375
shares
|
$3,232
0.0% of portfolio
|
Q3 2024
Reduced 87.7%
|
|
|
Goal Vest Advisory LLC
|
Oct 22, 2025 Q3 2025 |
365
shares
|
$3,146
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
327
shares
|
$2,818
0.0% of portfolio
|
Q4 2023
Added 1.24%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
324
shares
|
$2,792
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
310
shares
|
$2,672
0.0% of portfolio
|
Q2 2025
Reduced 76.52%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
300
shares
|
$2,585
0.0% of portfolio
|
Q2 2020
Reduced 94.68%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
297
shares
|
$2,560
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
288
shares
|
$2,482
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
285
shares
|
$2,456
0.0% of portfolio
|
Q2 2025
Added 319.12%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
285
shares
|
$2,456
0.0% of portfolio
|
Q1 2024
Reduced 52.5%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
250
shares
|
$2,155
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
226
shares
|
$1,948
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
218
shares
|
$1,879
0.0% of portfolio
|
Q4 2021
Reduced 42.93%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
218
shares
|
$1,879
0.0% of portfolio
|
Q1 2022
Reduced 42.93%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
213
shares
|
$1,836
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
212
shares
|
$1,827
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
203
shares
|
$1,749
0.0% of portfolio
|
Q3 2025
New holding
|
|