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。
2023 年第 1 季 13F 持有人
Wendy's Co 在 2023/3/31 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
- 343
- 較 2022 年第 4 季 +5 家
- 持有股數
- 1.65 億
- 較 2022 年第 4 季 +1,210 萬 (+7.9%)
- 總市值
- $36.0 億
- 較 2022 年第 4 季 +$1.35 億 (+3.9%)
- 新進機構
- 48
- 另有 137 家加碼
- 清倉機構
- 43
- 另有 94 家減碼
另有 10 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 6,334 | $13.8 萬 | 0.00% | +5,520+678.1% | 加碼 |
| IFP Advisors, Inc | 9,275 | $14.9 萬 | 0.01% | +3,978+75.1% | 加碼 |
| Advisory Services Network, LLC | 7,450 | $16.2 萬 | 0.00% | +4,580+159.6% | 加碼 |
| S.A. Mason LLC | 7,500 | $16.3 萬 | 0.12% | −1,000−11.8% | 減碼 |
| Tower Research Capital LLC (TRC) | 7,592 | $16.5 萬 | 0.01% | +3,035+66.6% | 加碼 |
| Walleye Trading LLC | 8,129 | $17.7 萬 | 0.01% | −114,679−93.4% | 減碼 |
| Pacer Advisors, Inc. | 8,160 | $17.8 萬 | 0.00% | −24,504−75.0% | 減碼 |
| PDS Planning, Inc | 8,419 | $18.3 萬 | 0.03% | 00.0% | 不變 |
| Harel Insurance Investments & Financial Services Ltd. | 9,054 | $19.2 萬 | 0.00% | +7,264+405.8% | 加碼 |
| ARS Wealth Advisors Group, LLC | 9,348 | $20.4 萬 | 0.04% | 00.0% | 不變 |
| Utah Retirement Systems | 9,400 | $20.5 萬 | 0.00% | −21,769−69.8% | 減碼 |
| Perpetual Ltd | 9,434 | $20.5 萬 | 0.00% | +9,434 | 新進 |
| Delta Capital Management LLC | 9,600 | $20.9 萬 | 0.15% | 00.0% | 不變 |
| KBC Group NV | 9,594 | $20.9 萬 | 0.00% | 00.0% | 不變 |
| Quantbot Technologies LP | 9,827 | $21.4 萬 | 0.02% | +9,827 | 新進 |
| ProShare Advisors LLC | 10,138 | $22.1 萬 | 0.00% | −693−6.4% | 減碼 |
| Everhart Financial Group, Inc. | 10,249 | $22.3 萬 | 0.10% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 10,334 | $22.5 萬 | 0.01% | 00.0% | 不變 |
| Whitcomb & Hess, Inc. | 10,404 | $22.7 萬 | 0.09% | +10,404 | 新進 |
| United Services Automobile Association | 10,469 | $22.8 萬 | 0.01% | −8,414−44.6% | 減碼 |
| Pinnacle Associates Ltd | 10,473 | $22.8 萬 | 0.00% | +333+3.3% | 加碼 |
| Prudential Financial Inc | 10,590 | $23.1 萬 | 0.00% | −190−1.8% | 減碼 |
| Petrus Trust Company, LTA | 10,601 | $23.1 萬 | 0.03% | +10,601 | 新進 |
| First National Trust Co | 10,625 | $23.1 萬 | 0.01% | 00.0% | 不變 |
| Henshaw Capital LLC | 10,879 | $23.7 萬 | 0.01% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 10,933 | $23.8 萬 | 0.00% | −430−3.8% | 減碼 |
| Kula Investments, LLC | 10,984 | $23.9 萬 | 0.06% | +10,984 | 新進 |
| Beverly Hills Private Wealth, LLC | 11,000 | $24.0 萬 | 0.07% | +11,000 | 新進 |
| Contravisory Investment Management, Inc. | 11,150 | $24.3 萬 | 0.07% | +11,150 | 新進 |
| Edgestream Partners, L.P. | 11,270 | $24.5 萬 | 0.03% | −77,945−87.4% | 減碼 |
| Johnson Investment Counsel Inc | 11,425 | $24.9 萬 | 0.00% | −295−2.5% | 減碼 |
| Capital Investment Advisors, LLC | 11,480 | $25.0 萬 | 0.01% | −99−0.9% | 減碼 |
| XTX Topco Ltd | 12,015 | $26.2 萬 | 0.05% | +12,015 | 新進 |
| Janney Montgomery Scott LLC | 12,345 | $26.9 萬 | 0.00% | +975+8.6% | 加碼 |
| Proequities, Inc. | 12,365 | $26.9 萬 | 0.02% | +12,365 | 新進 |
| CWM Advisors, LLC | 12,498 | $27.2 萬 | 0.03% | +2,112+20.3% | 加碼 |
| Psagot Value Holdings Ltd. / (Israel) | 13,000 | $27.4 萬 | 0.11% | +2,000+18.2% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 12,702 | $27.7 萬 | 0.00% | +12,702 | 新進 |
| My Legacy Advisors, LLC | 12,938 | $28.1 萬 | 0.12% | +12,938 | 新進 |
| Nisa Investment Advisors, LLC | 13,428 | $29.2 萬 | 0.00% | +11,300+531.0% | 加碼 |
| Maryland State Retirement & Pension System | 13,617 | $29.7 萬 | 0.01% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 13,632 | $29.7 萬 | 0.01% | −1,046−7.1% | 減碼 |
| Shell Asset Management Co | 13,632 | $29.7 萬 | 0.01% | −48−0.4% | 減碼 |
| Becker Capital Management Inc | 13,765 | $30.0 萬 | 0.01% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 13,863 | $30.2 萬 | 0.00% | −461−3.2% | 減碼 |
| Financial Advocates Investment Management | 14,071 | $30.6 萬 | 0.02% | +3,646+35.0% | 加碼 |
| Wedbush Securities Inc | 14,446 | $31.5 萬 | 0.02% | −207−1.4% | 減碼 |
| HB Wealth Management, LLC | 14,583 | $31.8 萬 | 0.01% | +55+0.4% | 加碼 |
| Quantinno Capital Management LP | 14,669 | $31.9 萬 | 0.02% | −61−0.4% | 減碼 |
| Wesbanco Bank Inc | 14,656 | $31.9 萬 | 0.01% | +14,656 | 新進 |
| Eagle Harbor Asset Management Inc | 14,846 | $32.3 萬 | 0.44% | +4,318+41.0% | 加碼 |
| 1st Source Bank | 15,085 | $32.9 萬 | 0.02% | 00.0% | 不變 |
| Cetera Investment Advisers | 15,189 | $33.1 萬 | 0.00% | +3,012+24.7% | 加碼 |
| FSM Wealth Advisors, LLC | 15,300 | $33.3 萬 | 0.19% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 15,473 | $33.7 萬 | 0.03% | +15,473 | 新進 |
| Securian Asset Management, Inc | 15,520 | $33.8 萬 | 0.01% | −140−0.9% | 減碼 |
| King Wealth | 15,758 | $34.3 萬 | 0.08% | −810−4.9% | 減碼 |
| MQS Management LLC | 16,091 | $35.0 萬 | 0.22% | +16,091 | 新進 |
| Hantz Financial Services, Inc. | 16,377 | $35.7 萬 | 0.01% | +893+5.8% | 加碼 |
| Mariner, LLC | 16,422 | $35.7 萬 | 0.00% | +1,117+7.3% | 加碼 |
| Russell Investments Group, Ltd. | 16,448 | $35.8 萬 | 0.00% | +86+0.5% | 加碼 |
| Huntington National Bank | 16,584 | $36.1 萬 | 0.00% | +1,599+10.7% | 加碼 |
| Private Wealth Strategies, L.L.C. | 17,077 | $37.2 萬 | 0.09% | +10.0% | 加碼 |
| Crossmark Global Holdings, Inc. | 17,111 | $37.3 萬 | 0.01% | +51+0.3% | 加碼 |
| SageView Advisory Group, LLC | 17,242 | $37.6 萬 | 0.02% | +17,242 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 17,446 | $38.0 萬 | 0.00% | −59−0.3% | 減碼 |
| Cetera Advisor Networks LLC | 17,644 | $38.4 萬 | 0.00% | +3,980+29.1% | 加碼 |
| SG Americas Securities, LLC | 18,229 | $39.7 萬 | 0.01% | +8,045+79.0% | 加碼 |
| First Republic Investment Management, Inc. | 19,267 | $42.0 萬 | 0.00% | +37+0.2% | 加碼 |
| Pictet Asset Management SA | 19,382 | $42.2 萬 | 0.00% | 00.0% | 不變 |
| Blueshift Asset Management, LLC | 20,338 | $44.3 萬 | 0.18% | +20,338 | 新進 |
| Maverick Capital Ltd大師Maverick 資本 | 20,535 | $44.7 萬 | 0.01% | −34,606−62.8% | 減碼 |
| We Are One Seven, LLC | 21,270 | $46.3 萬 | 0.03% | +71+0.3% | 加碼 |
| Paradigm Financial Partners, LLC | 22,225 | $48.4 萬 | 0.13% | +22,225 | 新進 |
| Citigroup Inc | 22,251 | $48.5 萬 | 0.00% | −3,405−13.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 22,321 | $48.6 萬 | 0.00% | +1,633+7.9% | 加碼 |
| Williams Jones Wealth Management, LLC. | 22,500 | $49.0 萬 | 0.01% | 00.0% | 不變 |
| Park Avenue Securities LLC | 22,724 | $49.5 萬 | 0.01% | +22,724 | 新進 |
| State of Wisconsin Investment Board | 22,817 | $49.7 萬 | 0.00% | +269+1.2% | 加碼 |
| Advisors Preferred, LLC | 22,637 | $50.4 萬 | 0.17% | +22,637 | 新進 |
| State of Alaska, Department of Revenue | 23,477 | $51.1 萬 | 0.01% | −140−0.6% | 減碼 |
| Kestra Private Wealth Services, LLC | 23,587 | $51.4 萬 | 0.02% | +3,664+18.4% | 加碼 |
| Axq Capital, LP | 23,730 | $51.7 萬 | 0.21% | +7,331+44.7% | 加碼 |
| Public Employees Retirement Association of Colorado | 23,805 | $51.8 萬 | 0.00% | 00.0% | 不變 |
| Stifel Financial Corp | 24,611 | $53.6 萬 | 0.00% | +1,492+6.5% | 加碼 |
| Prelude Capital Management, LLC | 25,304 | $55.1 萬 | 0.04% | +9,536+60.5% | 加碼 |
| Illinois Municipal Retirement Fund | 26,504 | $57.7 萬 | 0.01% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 27,215 | $59.3 萬 | 0.01% | 00.0% | 不變 |
| NCM Capital Management, LLC | 27,854 | $60.7 萬 | 0.45% | +43+0.2% | 加碼 |
| Pacific Global Investment Management CO | 27,968 | $60.9 萬 | 0.13% | −406−1.4% | 減碼 |
| Allianz Asset Management GmbH | 28,041 | $61.1 萬 | 0.00% | +4,185+17.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,062 | $61.1 萬 | 0.00% | +3,791+15.6% | 加碼 |
| CI Private Wealth, LLC | 28,308 | $61.7 萬 | 0.00% | +5,061+21.8% | 加碼 |
| Campbell & CO Investment Adviser LLC | 30,369 | $66.1 萬 | 0.12% | +30,369 | 新進 |
| Handelsbanken Fonder AB | 30,757 | $67.0 萬 | 0.00% | 00.0% | 不變 |
| American Century Companies Inc | 31,575 | $67.0 萬 | 0.00% | +164+0.5% | 加碼 |
| New Mexico Educational Retirement Board | 30,900 | $67.3 萬 | 0.03% | +4,000+14.9% | 加碼 |
| Mercer Global Advisors Inc | 31,308 | $68.2 萬 | 0.00% | −1,450−4.4% | 減碼 |
| Stephens Inc | 31,654 | $68.9 萬 | 0.01% | +2,294+7.8% | 加碼 |
| Linden Thomas Advisory Services, LLC | 32,190 | $70.1 萬 | 0.17% | +5,056+18.6% | 加碼 |