Purchases and Sales Made in Q4 2025 in Wendy'S CO (WEN)
This table provides information about the institutional ownership of Wendy'S CO (WEN) during Q4 2025. The information is specifically focused on institutions that hold shares of Wendy's Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
93.7KNew |
$790K - $895K
|
93.7K
$808K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
55K+ 77.5% |
$464K - $526K
|
126K
$1.09M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
44.3K+ 26.67% |
$374K - $423K
|
211K
$1.81M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
15.6K+ 232.09% |
$131K - $149K
|
22.3K
$192K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
13.9KNew |
$117K - $132K
|
13.9K
$119K
|
|
|
Jan 16, 2026
Q4 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
12.8KNew |
$108K - $122K
|
12.8K
$110K
|
|
|
Jan 21, 2026
Q4 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
12.3KNew |
$104K - $117K
|
12.3K
$106K
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
10.4KNew |
$87.3K - $98.9K
|
10.4K
$89.3K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.3KNew |
$87K - $98.6K
|
10.3K
$89K
|
|
|
Jan 22, 2026
Q4 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
10KNew |
$84.5K - $95.7K
|
10K
$86.4K
|
|
|
Jan 21, 2026
Q4 2025
|
Cane Capital Partners, LLC
St Francisville, LA |
BUY
|
- |
10KNew |
$84.3K - $95.5K
|
10K
$86.2K
|
|
|
Jan 16, 2026
Q4 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
10KNew |
$84.3K - $95.5K
|
10K
$86.2K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9.98K+ 1773.36% |
$84.2K - $95.3K
|
10.5K
$90.9K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.99K+ 55.41% |
$25.2K - $28.6K
|
8.39K
$72.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.74K+ 1995.4% |
$14.6K - $16.6K
|
1.82K
$15.7K
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.35K+ 10.31% |
$11.4K - $12.9K
|
14.4K
$125K
|
|
|
Jan 23, 2026
Q4 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.32K+ 1.46% |
$11.1K - $12.6K
|
91.9K
$792K
|
|
|
Jan 23, 2026
Q4 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.11K+ 7.19% |
$9.37K - $10.6K
|
16.6K
$143K
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.01K+ 8.51% |
$8.47K - $9.6K
|
12.8K
$110K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
759+ 6.25% |
$6.4K - $7.25K
|
12.9K
$111K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
567+ 17.9% |
$4.78K - $5.41K
|
3.73K
$32.2K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
523+ 3.78% |
$4.41K - $4.99K
|
14.4K
$124K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
519+ 1128.26% |
$4.38K - $4.96K
|
565
$4.87K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
306+ 9.4% |
$2.58K - $2.92K
|
3.56K
$30.7K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
300New |
$2.53K - $2.87K
|
300
$2.59K
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
276+ 54.65% |
$2.33K - $2.64K
|
781
$6.73K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
209+ 16.05% |
$1.76K - $2K
|
1.51K
$13K
|
|
|
Jan 14, 2026
Q4 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
195+ 1.61% |
$1.64K - $1.86K
|
12.3K
$106K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
186New |
$1.57K - $1.78K
|
186
$1.6K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
156+ 7800.0% |
$1.32K - $1.49K
|
158
$1.36K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
153New |
$1.29K - $1.46K
|
153
$1.32K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
97New |
$818 - $926
|
97
$836
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
57New |
$481 - $544
|
57
$491
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
31New |
$261 - $296
|
31
$267
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
31+ 1550.0% |
$261 - $296
|
33
$284
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
SELL
|
- |
-1- 11.11% |
$8.43 - $9.55
|
8
$69
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-79- 38.92% |
$666 - $754
|
124
$1.07K
|
|
|
Jan 23, 2026
Q4 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-241- 56.71% |
$2.03K - $2.3K
|
184
$1.59K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-265- 66.42% |
$2.23K - $2.53K
|
134
$1.16K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 0.41% |
$2.53K - $2.87K
|
72.4K
$624K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-349- 2.04% |
$2.94K - $3.33K
|
16.7K
$144K
|
|
|
Jan 14, 2026
Q4 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-825- 2.83% |
$6.95K - $7.88K
|
28.3K
$244K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.24K- 2.86% |
$18.9K - $21.4K
|
75.9K
$654K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-2.3K- 49.09% |
$19.4K - $22K
|
2.39K
$20.6K
|
|
|
Jan 21, 2026
Q4 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.08K- 15.49% |
$42.8K - $48.5K
|
27.7K
$239K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-9.39K- 8.33% |
$79.2K - $89.7K
|
103K
$891K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-10.3K- 77.76% |
$87K - $98.6K
|
2.95K
$25.4K
|
|
|
Jan 12, 2026
Q4 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-11.4K- 33.33% |
$96.1K - $109K
|
22.8K
$197K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-27.1K- 3.44% |
$228K - $258K
|
760K
$6.55M
|
|
|
Jan 21, 2026
Q4 2025
|
Oak Thistle LLC
|
SELL
|
- |
-39K- 21.79% |
$329K - $373K
|
140K
$1.21M
|
|