Wendy's Co
WEN- 交易所
- Nasdaq
- 產業
- Retail-Eating & Drinking Places
- SEC CIK
- 0000030697
近 90 天，Wendy's Co 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 403 家機構在 13F 申報持有，市值合計 $14.8 億；Trian 基金管理、費爾法克斯金融等 3 位大師持有。
2021 年第 4 季 13F 持有人
Wendy's Co 在 2021/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 364
- 較 2021 年第 3 季 +16 家
- 持有股數
- 1.51 億
- 較 2021 年第 3 季 −526.5 萬 (−3.4%)
- 總市值
- $36.1 億
- 較 2021 年第 3 季 +$2.14 億 (+6.3%)
- 新進機構
- 64
- 另有 106 家加碼
- 清倉機構
- 48
- 另有 118 家減碼
另有 3 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 WEN 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 403 | $14.8 億 |
| 2026 年第 1 季 | 412 | $13.3 億 |
| 2025 年第 4 季 | 429 | $15.9 億 |
| 2025 年第 3 季 | 403 | $16.7 億 |
| 2025 年第 2 季 | 402 | $22.5 億 |
| 2025 年第 1 季 | 424 | $27.6 億 |
| 2024 年第 4 季 | 425 | $30.4 億 |
| 2024 年第 3 季 | 394 | $31.3 億 |
| 2024 年第 2 季 | 392 | $29.8 億 |
| 2024 年第 1 季 | 364 | $33.0 億 |
| 2023 年第 4 季 | 388 | $34.2 億 |
| 2023 年第 3 季 | 351 | $35.4 億 |
| 2023 年第 2 季 | 360 | $35.7 億 |
| 2023 年第 1 季 | 343 | $36.0 億 |
| 2022 年第 4 季 | 348 | $34.8 億 |
| 2022 年第 3 季 | 336 | $28.5 億 |
| 2022 年第 2 季 | 341 | $28.6 億 |
| 2022 年第 1 季 | 356 | $33.3 億 |
| 2021 年第 4 季 | 364 | $36.1 億 |
| 2021 年第 3 季 | 351 | $34.0 億 |
| 2021 年第 2 季 | 337 | $35.3 億 |
| 2021 年第 1 季 | 324 | $32.8 億 |
2021 年第 4 季持有機構
每家機構持有 Wendy's Co 的股數、市值與佔組合比重；股數變化跟 2021 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Diametric Capital, LP | 14,844 | $35.4 萬 | 0.27% | −23,512−61.3% | 減碼 |
| Truist Financial Corp | 14,752 | $35.1 萬 | 0.00% | −1,938−11.6% | 減碼 |
| HAP Trading, LLC | 14,732 | $35.1 萬 | 0.02% | +2,643+21.9% | 加碼 |
| Financial Advocates Investment Management | 14,609 | $34.8 萬 | 0.02% | −1,086−6.9% | 減碼 |
| Illinois Municipal Retirement Fund | 14,164 | $33.8 萬 | 0.01% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 13,863 | $33.1 萬 | 0.00% | −6,793−32.9% | 減碼 |
| Becker Capital Management Inc | 13,765 | $32.8 萬 | 0.01% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 13,617 | $32.5 萬 | 0.01% | 00.0% | 不變 |
| Cetera Investment Advisers | 13,166 | $31.4 萬 | 0.00% | +417+3.3% | 加碼 |
| Engineers Gate Manager LP | 13,103 | $31.3 萬 | 0.01% | −105,393−88.9% | 減碼 |
| First Republic Investment Management, Inc. | 12,863 | $30.7 萬 | 0.00% | +475+3.8% | 加碼 |
| Pendal Group Limited | 12,781 | $30.5 萬 | 0.00% | +2,441+23.6% | 加碼 |
| First Commonwealth Financial Corp | 12,500 | $29.8 萬 | 0.10% | 00.0% | 不變 |
| Chesapeake Wealth Management | 12,392 | $29.6 萬 | 0.10% | −1,658−11.8% | 減碼 |
| D. E. Shaw & Co., Inc. | 12,421 | $29.6 萬 | 0.00% | +12,421 | 新進 |
| FMR LLC | 11,985 | $28.6 萬 | 0.00% | −1,383,834−99.1% | 減碼 |
| Pictet Asset Management SA | 11,889 | $28.4 萬 | 0.00% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 11,900 | $28.4 萬 | 0.02% | +2,300+24.0% | 加碼 |
| Johnson Investment Counsel Inc | 11,788 | $28.1 萬 | 0.00% | 00.0% | 不變 |
| Corton Capital Inc. | 11,621 | $27.7 萬 | 0.12% | +11,621 | 新進 |
| HB Wealth Management, LLC | 11,393 | $27.2 萬 | 0.01% | +11,393 | 新進 |
| Henshaw Capital LLC | 10,879 | $25.9 萬 | 0.01% | 00.0% | 不變 |
| ARS Wealth Advisors Group, LLC | 10,587 | $25.3 萬 | 0.04% | 00.0% | 不變 |
| CWM Advisors, LLC | 10,295 | $24.6 萬 | 0.03% | +65+0.6% | 加碼 |
| Delta Capital Management LLC | 10,230 | $24.4 萬 | 0.14% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 10,249 | $24.4 萬 | 0.01% | +34+0.3% | 加碼 |
| Pinnacle Associates Ltd | 10,140 | $24.2 萬 | 0.00% | 00.0% | 不變 |
| Quantbot Technologies LP | 10,081 | $24.0 萬 | 0.02% | −62,040−86.0% | 減碼 |
| Profund Advisors LLC | 10,059 | $24.0 萬 | 0.01% | −811−7.5% | 減碼 |
| Shelton Capital Management | 10,001 | $23.9 萬 | 0.01% | 00.0% | 不變 |
| Everhart Financial Group, Inc. | 9,981 | $23.8 萬 | 0.14% | −139−1.4% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 9,981 | $23.8 萬 | 0.06% | 00.0% | 不變 |
| 6 Meridian | 9,934 | $23.7 萬 | 0.02% | +66+0.7% | 加碼 |
| We Are One Seven, LLC | 9,935 | $23.7 萬 | 0.02% | +9,935 | 新進 |
| Nisa Investment Advisors, LLC | 9,927 | $22.9 萬 | 0.00% | −11,911−54.5% | 減碼 |
| Ci Investments Inc. | 9,535 | $22.7 萬 | 0.00% | +3,534+58.9% | 加碼 |
| CIBC Asset Management Inc | 9,526 | $22.7 萬 | 0.00% | +9,526 | 新進 |
| Carnegie Capital Asset Management, LLC | 9,198 | $21.9 萬 | 0.01% | +9,198 | 新進 |
| Two Sigma Securities, LLC | 9,078 | $21.7 萬 | 0.04% | +9,078 | 新進 |
| Evoke Wealth, LLC | 9,049 | $21.6 萬 | 0.01% | +49+0.5% | 加碼 |
| Forum Financial Management, LP | 8,991 | $21.4 萬 | 0.01% | +8,991 | 新進 |
| PDS Planning, Inc | 8,718 | $20.8 萬 | 0.04% | +91+1.1% | 加碼 |
| Wolverine Trading, LLC | 8,589 | $20.5 萬 | 0.00% | +8,589 | 新進 |
| Alps Advisors Inc | 8,482 | $20.2 萬 | 0.00% | −1,746−17.1% | 減碼 |
| S.A. Mason LLC | 7,500 | $17.9 萬 | 0.11% | 00.0% | 不變 |
| AdvisorShares Investments LLC | 6,436 | $15.3 萬 | 0.02% | −1,110−14.7% | 減碼 |
| TD Waterhouse Canada Inc. | 6,139 | $15.0 萬 | 0.00% | +6,139 | 新進 |
| Vestcor Inc | 5,900 | $14.1 萬 | 0.00% | 00.0% | 不變 |
| KBC Group NV | 5,375 | $12.8 萬 | 0.00% | −416,731−98.7% | 減碼 |
| Steward Partners Investment Advisory, LLC | 5,176 | $12.3 萬 | 0.00% | −55−1.1% | 減碼 |
| Harbor Investment Advisory, LLC | 5,170 | $12.3 萬 | 0.02% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 5,162 | $12.2 萬 | 0.00% | +664+14.8% | 加碼 |
| Belpointe Asset Management LLC | 4,598 | $10.9 萬 | 0.01% | −1,800−28.1% | 減碼 |
| American Portfolios Advisors | 4,452 | $10.6 萬 | 0.00% | +9+0.2% | 加碼 |
| Bedel Financial Consulting, Inc. | 4,252 | $10.1 萬 | 0.03% | 00.0% | 不變 |
| Eaton Vance Management | 4,190 | $10.0 萬 | 0.00% | +155+3.8% | 加碼 |
| TSFG, LLC | 4,139 | $9.90 萬 | 0.03% | 00.0% | 不變 |
| Signet Financial Management, LLC | 3,800 | $9.10 萬 | 0.01% | +3,800 | 新進 |
| Carroll Financial Associates, Inc. | 3,830 | $9.00 萬 | 0.00% | +14+0.4% | 加碼 |
| Pflug Koory, LLC | 3,657 | $8.70 萬 | 0.04% | 00.0% | 不變 |
| CWM, LLC | 3,384 | $8.10 萬 | 0.00% | +3,384 | 新進 |
| Spire Wealth Management | 3,100 | $7.40 萬 | 0.00% | +2,100+210.0% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 3,174 | $7.20 萬 | 0.05% | +3,174 | 新進 |
| Canada Pension Plan Investment Board | 2,750 | $6.60 萬 | 0.00% | +2,750 | 新進 |
| CoreCap Advisors, LLC | 2,466 | $5.90 萬 | 0.00% | +2,466 | 新進 |
| Russell Investments Group, Ltd. | 2,471 | $5.80 萬 | 0.00% | −36,475−93.7% | 減碼 |
| Cutler Group LP | 2,380 | $5.60 萬 | 0.00% | −320−11.9% | 減碼 |
| Tradition Wealth Management, LLC | 2,227 | $5.30 萬 | 0.01% | 00.0% | 不變 |
| IFP Advisors, Inc | 2,014 | $4.90 萬 | 0.00% | 00.0% | 不變 |
| First Quadrant L P | 2,000 | $4.80 萬 | 0.01% | −400−16.7% | 減碼 |
| Covestor Ltd | 1,890 | $4.50 萬 | 0.06% | +1,890 | 新進 |
| Snowden Capital Advisors LLC | 1,700 | $4.00 萬 | 0.00% | +1,700 | 新進 |
| Vectors Research Management, LLC | 1,652 | $3.90 萬 | 0.01% | 00.0% | 不變 |
| Coastal Capital Group, Inc. | 1,624 | $3.90 萬 | 0.01% | +9+0.6% | 加碼 |
| Creative Financial Designs Inc | 1,575 | $3.80 萬 | 0.01% | +6+0.4% | 加碼 |
| Ancora Advisors, LLC | 1,470 | $3.50 萬 | 0.00% | −214,152−99.3% | 減碼 |
| First National Bank of South Miami | 1,415 | $3.40 萬 | 0.02% | −998−41.4% | 減碼 |
| Motco | 1,417 | $3.40 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 1,411 | $3.40 萬 | 0.00% | +1,411 | 新進 |
| Sandy Spring Bank | 1,312 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| Ahrens Investment Partners LLC | 1,225 | $2.90 萬 | 0.01% | +1,225 | 新進 |
| Fifth Third Bancorp | 1,169 | $2.80 萬 | 0.00% | +20+1.7% | 加碼 |
| FourThought Financial, LLC | 1,100 | $2.60 萬 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 1,062 | $2.50 萬 | 0.00% | −14−1.3% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 973 | $2.30 萬 | 0.00% | −498−33.9% | 減碼 |
| Princeton Global Asset Management LLC | 954 | $2.30 萬 | 0.01% | +454+90.8% | 加碼 |
| Sageworth Trust Co of South Dakota | 979 | $2.30 萬 | 0.04% | +979 | 新進 |
| Lindbrook Capital, LLC | 887 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 828 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Optimum Investment Advisors | 800 | $1.90 萬 | 0.01% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 765 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Pittenger & Anderson Inc | 750 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Hudock, Inc. | 757 | $1.80 萬 | 0.01% | 00.0% | 不變 |
| Lenox Wealth Advisors, LLC | 751 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 700 | $1.70 萬 | 0.00% | −182−20.6% | 減碼 |
| Ellis Investment Partners, LLC | 676 | $1.60 萬 | 0.00% | +4+0.6% | 加碼 |
| AlphaMark Advisors, LLC | 583 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Selective Wealth Management, Inc. | 600 | $1.40 萬 | 0.01% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 544 | $1.30 萬 | 0.00% | −55−9.2% | 減碼 |
| Umb Bank N A | 565 | $1.30 萬 | 0.00% | +565 | 新進 |