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 487 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 $2.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
375
shares
|
$4,755
0.0% of portfolio
|
Q3 2024
Reduced 87.7%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
350
shares
|
$4,438
0.0% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
349
shares
|
$4,425
0.0% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
327
shares
|
$4,146
0.0% of portfolio
|
Q4 2023
Added 1.24%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
300
shares
|
$3,804
0.0% of portfolio
|
Q2 2020
Reduced 94.68%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
285
shares
|
$3,613
0.0% of portfolio
|
Q1 2024
Reduced 52.5%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
278
shares
|
$3,525
0.0% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Mar 21, 2025 Q4 2024 |
251
shares
|
$3,182
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
250
shares
|
$3,170
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
245
shares
|
$3,106
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
234
shares
|
$2,967
0.0% of portfolio
|
Q4 2024
Reduced 83.31%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
231
shares
|
$2,929
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
227
shares
|
$2,878
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
226
shares
|
$2,865
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
218
shares
|
$2,764
0.0% of portfolio
|
Q1 2022
Reduced 42.93%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
218
shares
|
$2,764
0.0% of portfolio
|
Q4 2021
Reduced 42.93%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Feb 12, 2025 Q4 2024 |
213
shares
|
$2,700
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
212
shares
|
$2,688
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
207
shares
|
$2,624
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
205
shares
|
$2,599
0.0% of portfolio
|
Q4 2024
Added 9.04%
|
|
|
First Community Trust Na
|
Apr 08, 2025 Q1 2025 |
200
shares
|
$2,536
0.0% of portfolio
|
Q3 2024
Reduced 42.86%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
184
shares
|
$2,333
0.0% of portfolio
|
Q4 2024
Added 89.69%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
157
shares
|
$1,990
0.0% of portfolio
|
Q4 2022
Added 57.0%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
147
shares
|
$1,863
0.0% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
138
shares
|
$1,749
0.0% of portfolio
|
Q4 2024
Reduced 24.59%
|