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。
2022 年第 2 季 13F 持有人
Wendy's Co 在 2022/6/30 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
- 341
- 較 2022 年第 1 季 −9 家
- 持有股數
- 1.51 億
- 較 2022 年第 1 季 +83.9 萬 (+0.6%)
- 總市值
- $28.6 億
- 較 2022 年第 1 季 −$4.47 億 (−13.5%)
- 新進機構
- 46
- 另有 111 家加碼
- 清倉機構
- 55
- 另有 104 家減碼
另有 6 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 |
2022 年第 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Johnson Investment Counsel Inc | 11,788 | $22.3 萬 | 0.00% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 11,672 | $22.0 萬 | 0.00% | +1,877+19.2% | 加碼 |
| Capital Investment Advisors, LLC | 11,482 | $21.7 萬 | 0.01% | +74+0.6% | 加碼 |
| HB Wealth Management, LLC | 11,500 | $21.7 萬 | 0.00% | +100+0.9% | 加碼 |
| Tower Research Capital LLC (TRC) | 11,412 | $21.5 萬 | 0.00% | −19,256−62.8% | 減碼 |
| Secure Asset Management, LLC | 11,297 | $21.3 萬 | 0.12% | +11,297 | 新進 |
| CWM Advisors, LLC | 11,248 | $21.2 萬 | 0.03% | +568+5.3% | 加碼 |
| XTX Topco Ltd | 11,254 | $21.2 萬 | 0.09% | +11,254 | 新進 |
| AXA S.A. | 11,200 | $21.1 萬 | 0.00% | −31,000−73.5% | 減碼 |
| Centiva Capital, LP | 10,993 | $20.8 萬 | 0.01% | +10,993 | 新進 |
| Janney Montgomery Scott LLC | 11,031 | $20.7 萬 | 0.00% | +1,312+13.5% | 加碼 |
| Henshaw Capital LLC | 10,879 | $20.5 萬 | 0.01% | 00.0% | 不變 |
| Financial Advocates Investment Management | 10,707 | $20.2 萬 | 0.02% | −446−4.0% | 減碼 |
| First National Trust Co | 10,625 | $20.1 萬 | 0.01% | 00.0% | 不變 |
| ARS Wealth Advisors Group, LLC | 10,586 | $20.0 萬 | 0.03% | 00.0% | 不變 |
| Everhart Financial Group, Inc. | 10,553 | $20.0 萬 | 0.12% | +572+5.7% | 加碼 |
| Pendal Group Limited | 10,521 | $19.9 萬 | 0.00% | −905−7.9% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 10,200 | $19.3 萬 | 0.02% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 10,140 | $19.1 萬 | 0.00% | 00.0% | 不變 |
| Shelton Capital Management | 10,001 | $18.9 萬 | 0.01% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 9,370 | $17.7 萬 | 0.00% | 00.0% | 不變 |
| PDS Planning, Inc | 9,120 | $17.2 萬 | 0.03% | +402+4.6% | 加碼 |
| Evoke Wealth, LLC | 9,043 | $17.1 萬 | 0.01% | +14+0.2% | 加碼 |
| S.A. Mason LLC | 7,500 | $14.2 萬 | 0.10% | 00.0% | 不變 |
| IFP Advisors, Inc | 6,433 | $10.4 萬 | 0.00% | −2,014−23.8% | 減碼 |
| Ci Investments Inc. | 5,279 | $10.0 萬 | 0.00% | −2,715−34.0% | 減碼 |
| Nisa Investment Advisors, LLC | 5,232 | $9.90 萬 | 0.00% | −44,288−89.4% | 減碼 |
| Harbor Investment Advisory, LLC | 5,170 | $9.80 萬 | 0.02% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 4,806 | $9.00 萬 | 0.00% | −4−0.1% | 減碼 |
| Venture Visionary Partners LLC | 4,702 | $8.88 萬 | 0.01% | +4,702 | 新進 |
| TSFG, LLC | 4,139 | $7.80 萬 | 0.03% | 00.0% | 不變 |
| Neo Ivy Capital Management | 4,091 | $7.70 萬 | 0.21% | +4,091 | 新進 |
| American Portfolios Advisors | 3,952 | $7.46 萬 | 0.00% | −510−11.4% | 減碼 |
| CWM, LLC | 3,818 | $7.20 萬 | 0.00% | +370+10.7% | 加碼 |
| AdvisorShares Investments LLC | 3,696 | $7.00 萬 | 0.02% | −2,740−42.6% | 減碼 |
| Lazard Asset Management LLC | 3,703 | $6.90 萬 | 0.00% | −14,905−80.1% | 減碼 |
| Pflug Koory, LLC | 3,657 | $6.90 萬 | 0.04% | 00.0% | 不變 |
| Cutler Group LP | 3,444 | $6.50 萬 | 0.01% | −5,378−61.0% | 減碼 |
| Covestor Ltd | 2,508 | $4.70 萬 | 0.04% | −990−28.3% | 減碼 |
| Leonteq Securities AG | 2,235 | $4.22 萬 | 0.00% | +1,706+322.5% | 加碼 |
| Tradition Wealth Management, LLC | 2,227 | $4.20 萬 | 0.01% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 2,247 | $4.20 萬 | 0.00% | +836+59.2% | 加碼 |
| Quantbot Technologies LP | 2,210 | $4.10 萬 | 0.00% | +2,210 | 新進 |
| Hazlett, Burt & Watson, Inc. | 2,125 | $4.00 萬 | 0.04% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 1,945 | $3.70 萬 | 0.00% | +1,945 | 新進 |
| Van Eck Associates Corp | 1,731 | $3.30 萬 | 0.00% | +434+33.5% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 1,700 | $3.21 萬 | 0.00% | 00.0% | 不變 |
| Prospera Financial Services Inc | 1,718 | $3.20 萬 | 0.00% | −1,366−44.3% | 減碼 |
| Bartlett & Co. LLC | 1,700 | $3.20 萬 | 0.00% | 00.0% | 不變 |
| Coastal Capital Group, Inc. | 1,646 | $3.10 萬 | 0.01% | +12+0.7% | 加碼 |
| Creative Financial Designs Inc | 1,590 | $3.00 萬 | 0.00% | +8+0.5% | 加碼 |
| Field & Main Bank | 1,500 | $2.80 萬 | 0.02% | +1,500 | 新進 |
| Motco | 1,417 | $2.70 萬 | 0.00% | 00.0% | 不變 |
| Ahrens Investment Partners LLC | 1,225 | $2.30 萬 | 0.01% | 00.0% | 不變 |
| FourThought Financial, LLC | 1,100 | $2.10 萬 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 1,062 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 1,000 | $1.89 萬 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 979 | $1.80 萬 | 0.00% | +3+0.3% | 加碼 |
| Princeton Global Asset Management LLC | 954 | $1.80 萬 | 0.01% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 926 | $1.70 萬 | 0.00% | −4,850−84.0% | 減碼 |
| Lindbrook Capital, LLC | 913 | $1.70 萬 | 0.00% | +26+2.9% | 加碼 |
| FinTrust Capital Advisors, LLC | 828 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Meeder Asset Management Inc | 857 | $1.60 萬 | 0.00% | +499+139.4% | 加碼 |
| Arrow Financial Corp | 850 | $1.60 萬 | 0.00% | +850 | 新進 |
| SeaCrest Wealth Management, LLC | 853 | $1.60 萬 | 0.00% | +853 | 新進 |
| Fifth Third Bancorp | 773 | $1.50 萬 | 0.00% | −699−47.5% | 減碼 |
| Optimum Investment Advisors | 800 | $1.50 萬 | 0.01% | 00.0% | 不變 |
| Pittenger & Anderson Inc | 750 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 765 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Jefferies Group LLC | 729 | $1.38 萬 | 0.00% | +729 | 新進 |
| Hudock, Inc. | 706 | $1.30 萬 | 0.00% | +4+0.6% | 加碼 |
| Quadrant Capital Group LLC | 689 | $1.30 萬 | 0.00% | +232+50.8% | 加碼 |
| Harbour Investments, Inc. | 700 | $1.30 萬 | 0.00% | +700 | 新進 |
| Vectors Research Management, LLC | 649 | $1.20 萬 | 0.00% | −251−27.9% | 減碼 |
| Ellis Investment Partners, LLC | 684 | $1.20 萬 | 0.00% | +4+0.6% | 加碼 |
| AlphaMark Advisors, LLC | 583 | $1.10 萬 | 0.01% | 00.0% | 不變 |
| Selective Wealth Management, Inc. | 600 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 515 | $1.00 萬 | 0.00% | −485−48.5% | 減碼 |
| Quent Capital, LLC | 545 | $1.00 萬 | 0.00% | −56−9.3% | 減碼 |
| Umb Bank N A | 543 | $1.00 萬 | 0.00% | −22−3.9% | 減碼 |
| Baystate Wealth Management LLC | 506 | $1.00 萬 | 0.00% | +4+0.8% | 加碼 |
| Column Capital Advisors, LLC | 452 | $9,000 | 0.00% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 476 | $9,000 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 470 | $9,000 | 0.00% | +201+74.7% | 加碼 |
| TD Ameritrade Investment Management, LLC | 495 | $9,000 | 0.00% | +265+115.2% | 加碼 |
| Allworth Financial LP | 501 | $9,000 | 0.00% | +501 | 新進 |
| GHP Investment Advisors, Inc. | 415 | $8,000 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 425 | $8,000 | 0.00% | 00.0% | 不變 |
| Core Alternative Capital | 423 | $8,000 | 0.00% | +91+27.4% | 加碼 |
| Total Clarity Wealth Management, Inc. | 425 | $8,000 | 0.00% | +425 | 新進 |
| First Community Trust NA | 350 | $7,000 | 0.01% | 00.0% | 不變 |
| PSI Advisors, LLC | 350 | $7,000 | 0.00% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 330 | $6,230 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 297 | $6,000 | 0.00% | −40−11.9% | 減碼 |
| Cribstone Capital Management, LLC | 300 | $6,000 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 252 | $5,000 | 0.00% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 251 | $5,000 | 0.00% | 00.0% | 不變 |
| Red Cedar Capital, LLC | 250 | $5,000 | 0.00% | 00.0% | 不變 |
| First Command Bank | 218 | $4,000 | 0.00% | 00.0% | 不變 |
| First Command Financial Services, Inc. | 218 | $4,000 | 0.00% | 00.0% | 不變 |