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Livermore
Livermore
ZHEN

Wendy's Co

WEN
Exchange
Nasdaq
Industry
Retail-Eating & Drinking Places
SEC CIK
0000030697

No open-market purchases or sales by Wendy's Co insiders were filed in the last 90 days; 403 institutions reported holding it in 13F filings for Q2 2026, worth $1.48B in total; 3 superinvestors hold it, including Trian Fund Management and Fairfax Financial.

Q2 2025 vs. Q1 2025

How the institutions holding Wendy's Co changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of WEN: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders4242402−20
Shares188.4M46.5K196.6M+8.23M (+4.4%)
Value$2.76B$680.5K$2.25B−$509.7M (−18.5%)

2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (63)

Institutions that held Wendy's Co at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to WEN in Q2 2025
InstitutionSharesValue% of portfolio
JCP Investment Management, LLC756,927$8.64M4.99%
Baird Financial Group, Inc.294,979$3.37M0.01%
Capstone Investment Advisors, LLC249,277$2.85M0.02%
Quantbot Technologies LP216,179$2.47M0.06%
CastleKnight Management LP215,200$2.46M0.16%
Blueshift Asset Management, LLC212,603$2.43M0.75%
ExodusPoint Capital Management, LP88,569$1.01M0.01%
Bridgefront Capital, LLC73,073$834.5K0.22%
Essential Partners LLC72,650$829.7K0.33%
Empowered Funds, LLC64,983$742.1K0.01%
Occudo Quantitative Strategies LP60,839$694.8K0.08%
Brighton Jones LLC49,848$569.3K0.02%
Scientech Research LLC49,390$564.0K0.14%
EntryPoint Capital, LLC44,099$503.6K0.25%
AdvisorShares Investments LLC40,100$457.9K0.08%
International Assets Investment Management, LLC39,252$448.3K0.04%
Point72 Asia (Singapore) Pte. Ltd.30,994$354.0K0.06%
Integrated Wealth Concepts LLC29,259$334.1K0.00%
Farringdon Capital, Ltd.28,256$322.7K0.11%
Gsa Capital Partners LLP26,060$298.0K0.02%
Atom Investors LP25,875$295.5K0.03%
FORA Capital, LLC25,437$290.5K0.03%
Sequoia Financial Advisors, LLC23,371$266.9K0.00%
Caption Management, LLC20,000$228.4K0.02%
Vise Technologies, Inc.18,751$214.1K0.01%
Waddell & Associates, LLC18,419$210.3K0.02%
Sigma Planning Corp18,004$205.6K0.01%
Hennion & Walsh Asset Management, Inc.17,632$201.4K0.01%
Paloma Partners Management Co17,500$199.8K0.05%
Worldquant Millennium Advisors LLC16,585$189.4K0.00%
Frank, Rimerman Advisors LLC16,056$183.4K0.01%
waypoint wealth counsel15,045$171.8K0.09%
Sym Financial Corp14,869$169.8K0.02%
MQS Management LLC14,102$161.0K0.09%
NorthRock Partners, LLC13,337$152.3K0.00%
Transcend Wealth Collective, LLC13,205$150.8K0.01%
PDS Planning, Inc12,849$146.7K0.01%
Oxford Asset Management LLP11,462$130.9K0.04%
United Capital Financial Advisers, LLC10,999$125.6K0.00%
Paladin Wealth, LLC10,895$124.4K0.10%
Marex Group plc10,568$120.7K0.00%
SCS Capital Management LLC10,155$116.0K0.00%
BTG Pactual Asset Management US LLC10,056$114.8K0.02%
LSV Asset Management9,800$112.0K0.00%
STRS Ohio3,909$44.6K0.00%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.2,434$28.0K0.00%
Mount Yale Investment Advisors, LLC2,167$24.7K0.00%
Global Retirement Partners, LLC2,143$24.5K0.00%
Spurstone Advisory Services, LLC600$6.85K0.10%
GoalVest Advisory LLC365$4.17K0.00%
Ameritas Advisory Services, LLC361$4.13K0.00%
Spire Wealth Management131$1.49K0.00%
Sachetta, LLC113$1.29K0.00%
Bare Financial Services, Inc109$1.25K0.00%
Bell Investment Advisors, Inc82$9370.00%
First Horizon Advisors, Inc.69$7870.00%
TD Capital Management LLC50$5710.00%
Fortitude Family Office, LLC46$5250.00%
Total Investment Management Inc17$1920.00%
Rothschild Investment LLC10$1140.00%
Scarborough Advisors, LLC9$1080.00%
Rialto Wealth Management, LLC3$350.00%
GW&K Investment Management, LLC1$00.00%

Sold out (83)

Institutions that held Wendy's Co at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of WEN in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Assenagon Asset Management S.A.724,314$10.6M
Graham Capital Management, L.P.361,891$5.29M
Aquatic Capital Management LLC242,864$3.55M
Fund 1 Investments, LLC215,000$3.15M
Rockefeller Capital Management L.P.198,640$2.91M
Simplex Trading, LLC190,786$2.79M
Corebridge Financial, Inc.190,065$2.78M
Ilex Capital Partners (UK) LLP142,470$2.08M
Neo Ivy Capital Management133,476$1.95M
State of New Jersey Common Pension Fund D121,362$1.78M
Parallax Volatility Advisers, L.P.93,966$1.37M
Qsemble Capital Management, LP88,961$1.30M
Centiva Capital, LP85,642$1.25M
Nebula Research & Development LLC77,313$1.13M
AMG National Trust Bank75,570$1.11M
BW Gestao de Investimentos Ltda.69,000$1.01M
Oak Thistle LLC68,073$995.9K
ISAM Funds (UK) Ltd66,391$971.3K
Edgestream Partners, L.P.47,866$700.3K
Allianz Asset Management GmbH37,720$551.8K
Sig Brokerage, LP32,740$479.0K
R Squared Ltd28,890$422.7K
Ballentine Partners, LLC26,519$388.0K
111 Capital26,233$383.8K
Petrus Trust Company, LTA25,468$372.6K
Universal- Beteiligungs- und Servicegesellschaft mbH25,049$366.5K
Kingsview Wealth Management, LLC24,700$361.4K
Diametric Capital, LP24,197$354.0K
Numerai GP LLC23,409$342.5K
Inceptionr LLC22,427$328.1K
Sivia Capital Partners, LLC22,251$325.5K
Elo Mutual Pension Insurance Co22,221$325.1K
Simon Quick Advisors, LLC21,662$316.9K
Asset Management One Co.,Ltd.21,633$316.5K
Boothbay Fund Management, LLC21,175$309.8K
Advisor Resource Council19,122$279.8K
Evergreen Capital Management LLC18,010$263.5K
Natixis Advisors, L.P.17,937$262.0K
Sherbrooke Park Advisers LLC17,074$249.8K
Prosperity Consulting Group, LLC16,856$246.6K
Total Wealth Planning & Management, Inc.16,100$235.5K
Syon Capital LLC15,559$227.6K
Cresset Asset Management, LLC15,380$225.0K
Pathstone Holdings, LLC14,544$212.8K
Quadrant Capital Group LLC14,101$206.3K
Catalyst Funds Management Pty Ltd13,604$199.0K
Two Sigma Securities, LLC12,519$183.2K
My Legacy Advisors, LLC12,060$176.4K
Coldstream Capital Management Inc11,124$162.7K
United Services Automobile Association11,021$161.2K
Independent Advisor Alliance11,019$161.2K
Global Assets Advisory, LLC12,000$161.0K
Claro Advisors LLC10,887$159.3K
NorthCrest Asset Manangement, LLC10,873$159.1K
Prelude Capital Management, LLC10,155$148.6K
Quarry LP8,405$123.0K
Canada Pension Plan Investment Board4,400$64.4K
Peoples Bank3,679$53.8K
Continuum Advisory, LLC3,284$48.0K
Hexagon Capital Partners LLC2,910$42.6K
Amundi2,420$34.0K
Mather Group, LLC.2,263$33.1K
Strategic Investment Solutions, Inc.1,650$24.1K
Centerpoint Advisors, LLC1,000$15.0K
Quent Capital, LLC967$14.1K
Optimum Investment Advisors800$11.7K
Clear Street Markets LLC400$5.85K
GeoWealth Management, LLC334$4.89K
Bessemer Group Inc175$3.00K
Ronald Blue Trust, Inc.189$2.77K
Twin Tree Management, LP181$2.65K
Blue Bell Private Wealth Management, LLC157$2.30K
New Millennium Group LLC93$1.36K
Boston Private Wealth LLC41$600
Cornerstone Planning Group LLC40$506
Global Financial Private Client, LLC32$468
SJS Investment Consulting Inc.30$439
Binnacle Investments Inc22$322
Laurel Wealth Advisors LLC15$220
SOA Wealth Advisors, LLC.12$171
Greenline Partners, LLC5$73
Burkett Financial Services, LLC0$6
McClarren Financial Advisors, Inc.14$0

Not filed for Q2 2025 yet (2)

Institutions that held Wendy's Co at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WEN in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
CAPROCK Group, Inc.44,265$647.6K
Lindbrook Capital, LLC2,252$32.9K