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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.

Q4 2025 vs. Q3 2025

How the institutions holding Wendy's Co changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of WEN: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders4037429+33
Shares181.9M687.7K190.4M+9.22M (+5.1%)
Value$1.67B$6.30M$1.59B−$73.1M (−4.4%)

7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (97)

Institutions that held Wendy's Co at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to WEN in Q4 2025
InstitutionSharesValue% of portfolio
Schonfeld Strategic Advisors LLC697,655$5.81M0.03%
Ruffer LLP382,890$3.19M0.15%
Soviero Asset Management, LP320,000$2.67M1.39%
HRT Financial LP295,052$2.46M0.01%
Occudo Quantitative Strategies LP95,046$791.7K0.05%
Assenagon Asset Management S.A.93,735$780.8K0.00%
PEAK6 LLC91,334$760.8K0.02%
Walleye Trading LLC90,315$752.3K0.01%
Illinois Municipal Retirement Fund88,748$739.3K0.01%
Lotus Technology Management, LP88,272$735.3K0.41%
Renaissance Technologies LLC86,282$718.7K0.00%
Kingsview Wealth Management, LLC67,338$560.9K0.01%
Amundi53,159$442.8K0.00%
Shay Capital LLC50,000$416.5K0.07%
Jain Global LLC49,272$410.4K0.00%
Cannon Global Investment Management, LLC48,500$404.0K1.07%
Axq Capital, LP46,795$389.8K0.09%
Caxton Associates LLP40,492$337.3K0.01%
Centiva Capital, LP39,987$333.1K0.02%
Virtu Financial LLC37,663$314.0K0.01%
State of Tennessee, Treasury Department35,874$279.5K0.00%
National Asset Management, Inc.33,147$276.1K0.01%
Militia Capital Partners, LP28,000$233.2K0.09%
Prosperity Wealth Management, Inc.24,875$207.2K0.07%
Swiss Life Asset Management Ltd24,862$207.1K0.00%
Lecap Asset Management Ltd22,491$187.3K0.07%
Skopos Labs, Inc.22,229$184.9K0.01%
Pensionmark Financial Group, LLC22,048$183.7K0.00%
Alpine Global Management, LLC21,556$179.6K0.04%
Robertson Stephens Wealth Management, LLC21,409$178.3K0.01%
Evolve Private Wealth, LLC20,707$172.5K0.01%
Wiley Bros.-Aintree Capital, LLC18,556$154.6K0.00%
Patriot Financial Group Insurance Agency, LLC18,033$150.2K0.02%
Murchinson Ltd.18,000$149.9K0.08%
O'Shaughnessy Asset Management, LLC17,776$148.1K0.00%
Sivia Capital Partners, LLC17,712$147.5K0.03%
Balyasny Asset Management LLC17,437$145.3K0.00%
71 West Capital Partners16,761$139.6K0.01%
PCM Encore, LLC16,593$138.2K0.03%
Profund Advisors LLC16,262$135.5K0.00%
EP Wealth Advisors, LLC16,256$135.4K0.00%
Marex Group plc14,844$123.7K0.00%
Geneos Wealth Management Inc.14,100$117.5K0.00%
Allspring Global Investments Holdings, LLC13,854$114.8K0.00%
Vista Investment Partners LLC12,791$106.5K0.03%
Aigen Investment Management, LP12,662$105.5K0.02%
Greenleaf Trust12,299$102.5K0.00%
Semanteon Capital Management, LP12,112$100.9K13.52%
Sagewood Asset Management LP12,065$100.5K0.04%
Oasis Management Co Ltd.11,903$99.2K0.01%
Altar Rock LLC11,643$97.0K0.12%
Wexford Capital LP11,614$96.7K0.02%
West Family Investments, Inc.11,166$93.0K0.02%
Callan Family Office, LLC11,088$92.4K0.00%
Kera Capital Partners, Inc.11,855$92.3K0.01%
Atlas Brown,Inc.10,361$86.3K0.03%
Sowell Financial Services LLC10,324$86.0K0.00%
Sargent Investment Group, LLC10,295$85.8K0.01%
Independent Advisor Alliance10,039$83.6K0.00%
KG&L Capital Management,LLC10,020$83.5K0.02%
Cane Capital Partners, LLC10,000$83.3K0.03%
FNY Investment Advisers, LLC10,000$83.0K0.02%
Ancora Advisors, LLC4,670$38.9K0.00%
Pinnacle Wealth Planning Services, Inc.4,232$35.3K0.00%
Gen-Wealth Partners Inc3,954$32.9K0.01%
Hilton Head Capital Partners, LLC3,607$30.0K0.02%
Garner Asset Management Corp2,600$21.7K0.01%
Key Capital Management, INC2,237$18.6K0.02%
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,706$13.6K0.00%
SageView Advisory Group, LLC1,068$8.90K0.00%
Elkhorn Partners Limited Partnership1,000$8.33K0.01%
Los Angeles Capital Management LLC881$7.50K0.00%
Align Financial, LLC6,248$6.25K0.00%
Triumph Capital Management625$5.21K0.00%
Commonwealth Retirement Investments LLC327$2.72K0.00%
Thurston, Springer, Miller, Herd & Titak, Inc.300$2.50K0.00%
Sachetta, LLC252$2.10K0.00%
Turning Point Benefit Group, Inc.235$1.96K0.00%
Bullseye Investment Management, LLC229$1.91K0.00%
Sunbelt Securities, Inc.211$1.76K0.00%
Elyxium Wealth, LLC186$1.55K0.00%
ORG Partners LLC186$1.55K0.00%
Ronald Blue Trust, Inc.153$1.27K0.00%
Sankala Group LLC139$1.06K0.00%
Kilter Group LLC121$1.01K0.00%
Lodestone Wealth Management LLC97$8080.00%
Horizon Investments, LLC76$6330.00%
Bogart Wealth, LLC61$5080.00%
Rialto Wealth Management, LLC57$4750.00%
Trust Co31$2580.00%
Ankerstar Wealth, LLC30$2500.00%
Laurel Wealth Advisors LLC15$1250.00%
Gilpin Wealth Management, LLC15$1250.00%
Safe Harbor Fiduciary, LLC8$670.00%
Dunhill Financial, LLC4$300.00%
Curio Wealth, LLC2$170.00%
Keating Financial Advisory Services, Inc.2$170.00%

Sold out (64)

Institutions that held Wendy's Co at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of WEN in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
FIL Ltd684,264$6.27M
Kovitz Investment Group Partners, LLC675,170$6.18M
Agf Management Ltd318,960$2.92M
Qube Research & Technologies Ltd278,746$2.55M
Parallax Volatility Advisers, L.P.201,917$1.85M
CastleKnight Management LP190,500$1.74M
Concurrent Investment Advisors, LLC119,756$1.10M
Ilex Capital Partners (UK) LLP116,570$1.07M
Engineers Gate Manager LP74,395$681.5K
Shufro Rose & Co LLC40,984$599.6K
Man Group plc52,458$480.5K
Brighton Jones LLC49,378$452.3K
Entropy Technologies, LP47,159$432.0K
Aaron Wealth Advisors38,937$356.7K
PVG Asset Management Corp33,725$308.9K
Requisite Capital Management, LLC29,588$271.0K
Catalytic Wealth RIA, LLC28,060$257.0K
Scientech Research LLC27,194$249.1K
Caption Management, LLC22,988$210.6K
Kestra Private Wealth Services, LLC22,161$203.0K
Optimist Retirement Group LLC22,146$202.9K
Petrus Trust Company, LTA21,494$196.9K
Teacher Retirement System of Texas21,444$196.4K
Drucker Wealth 3.0, LLC20,174$184.8K
Polymer Capital Management (HK) LTD20,000$183.2K
Diligent Investors, LLC18,298$167.6K
Lazard Asset Management LLC17,267$158.2K
Fox Run Management, L.L.C.16,789$153.8K
Sherbrooke Park Advisers LLC16,316$149.5K
NorthRock Partners, LLC15,763$144.4K
ISAM Funds (UK) Ltd15,718$144.0K
Sendero Wealth Management, LLC13,865$127.0K
Paradigm Financial Partners, LLC13,684$125.3K
Western Pacific Wealth Management, LP13,055$119.6K
Ascent Group, LLC12,790$117.2K
BTG Pactual Asset Management US LLC12,370$113.3K
Citizens Financial Group Inc12,062$110.5K
Viking Fund Management LLC12,000$109.9K
Intech Investment Management LLC11,100$101.7K
Pitcairn Co10,846$99.3K
State of Wyoming10,113$92.6K
SJS Investment Consulting Inc.5,264$48.2K
Richardson Financial Services Inc.2,895$26.5K
Mather Group, LLC.2,263$20.7K
Wealthspire Advisors, LLC2,016$18.5K
Hillsdale Investment Management Inc.1,100$10.1K
Joseph Group Capital Management908$8.32K
Rise Advisors, LLC753$6.90K
Principal Securities, Inc.676$6.19K
Crewe Advisors LLC440$4.03K
JPL Wealth Management, LLC425$3.89K
Private Trust Co NA400$3.66K
GoalVest Advisory LLC365$3.34K
Bell Investment Advisors, Inc188$1.72K
National Bank of Canada135$1.23K
Heartwood Wealth Advisors LLC108$989
American Capital Advisory, LLC72$660
South State Corp.60$550
1620 Investment Advisors, Inc.50$458
Bare Financial Services, Inc49$449
Smallwood Wealth Investment Management, LLC12$109
HFM Investment Advisors, LLC6$55
Cloud Capital Management, LLC1$0
Summit Wealth Group LLC5,559–

Not filed for Q4 2025 yet (7)

Institutions that held Wendy's Co at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WEN in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Cubist Systematic Strategies, LLC538,318$4.93M
Wolverine Trading, LLC75,791$692.0K
Sheets Smith Investment Management33,725$308.9K
Cobblestone Capital Advisors LLC20,842$190.9K
Point72 Asia (Singapore) Pte. Ltd.18,930$173.4K
Binnacle Investments Inc22$202
Hemington Wealth Management47$0