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 |
|---|---|---|---|---|---|
| Shell Asset Management Co | 13,632 | $29.7 萬 | 0.01% | −48−0.4% | 減碼 |
| Oppenheimer & Co Inc | 13,632 | $29.7 萬 | 0.01% | −1,046−7.1% | 減碼 |
| Maryland State Retirement & Pension System | 13,617 | $29.7 萬 | 0.01% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 13,428 | $29.2 萬 | 0.00% | +11,300+531.0% | 加碼 |
| My Legacy Advisors, LLC | 12,938 | $28.1 萬 | 0.12% | +12,938 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 12,702 | $27.7 萬 | 0.00% | +12,702 | 新進 |
| Psagot Value Holdings Ltd. / (Israel) | 13,000 | $27.4 萬 | 0.11% | +2,000+18.2% | 加碼 |
| CWM Advisors, LLC | 12,498 | $27.2 萬 | 0.03% | +2,112+20.3% | 加碼 |
| Proequities, Inc. | 12,365 | $26.9 萬 | 0.02% | +12,365 | 新進 |
| Janney Montgomery Scott LLC | 12,345 | $26.9 萬 | 0.00% | +975+8.6% | 加碼 |
| XTX Topco Ltd | 12,015 | $26.2 萬 | 0.05% | +12,015 | 新進 |
| Capital Investment Advisors, LLC | 11,480 | $25.0 萬 | 0.01% | −99−0.9% | 減碼 |
| Johnson Investment Counsel Inc | 11,425 | $24.9 萬 | 0.00% | −295−2.5% | 減碼 |
| Edgestream Partners, L.P. | 11,270 | $24.5 萬 | 0.03% | −77,945−87.4% | 減碼 |
| Contravisory Investment Management, Inc. | 11,150 | $24.3 萬 | 0.07% | +11,150 | 新進 |
| Beverly Hills Private Wealth, LLC | 11,000 | $24.0 萬 | 0.07% | +11,000 | 新進 |
| Kula Investments, LLC | 10,984 | $23.9 萬 | 0.06% | +10,984 | 新進 |
| Baird Financial Group, Inc. | 10,933 | $23.8 萬 | 0.00% | −430−3.8% | 減碼 |
| Henshaw Capital LLC | 10,879 | $23.7 萬 | 0.01% | 00.0% | 不變 |
| First National Trust Co | 10,625 | $23.1 萬 | 0.01% | 00.0% | 不變 |
| Petrus Trust Company, LTA | 10,601 | $23.1 萬 | 0.03% | +10,601 | 新進 |
| Prudential Financial Inc | 10,590 | $23.1 萬 | 0.00% | −190−1.8% | 減碼 |
| Pinnacle Associates Ltd | 10,473 | $22.8 萬 | 0.00% | +333+3.3% | 加碼 |
| United Services Automobile Association | 10,469 | $22.8 萬 | 0.01% | −8,414−44.6% | 減碼 |
| Whitcomb & Hess, Inc. | 10,404 | $22.7 萬 | 0.09% | +10,404 | 新進 |
| Stratos Wealth Partners, LTD. | 10,334 | $22.5 萬 | 0.01% | 00.0% | 不變 |
| Everhart Financial Group, Inc. | 10,249 | $22.3 萬 | 0.10% | 00.0% | 不變 |
| ProShare Advisors LLC | 10,138 | $22.1 萬 | 0.00% | −693−6.4% | 減碼 |
| Quantbot Technologies LP | 9,827 | $21.4 萬 | 0.02% | +9,827 | 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 |
| Perpetual Ltd | 9,434 | $20.5 萬 | 0.00% | +9,434 | 新進 |
| Utah Retirement Systems | 9,400 | $20.5 萬 | 0.00% | −21,769−69.8% | 減碼 |
| ARS Wealth Advisors Group, LLC | 9,348 | $20.4 萬 | 0.04% | 00.0% | 不變 |
| Harel Insurance Investments & Financial Services Ltd. | 9,054 | $19.2 萬 | 0.00% | +7,264+405.8% | 加碼 |
| PDS Planning, Inc | 8,419 | $18.3 萬 | 0.03% | 00.0% | 不變 |
| Pacer Advisors, Inc. | 8,160 | $17.8 萬 | 0.00% | −24,504−75.0% | 減碼 |
| Walleye Trading LLC | 8,129 | $17.7 萬 | 0.01% | −114,679−93.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 7,592 | $16.5 萬 | 0.01% | +3,035+66.6% | 加碼 |
| S.A. Mason LLC | 7,500 | $16.3 萬 | 0.12% | −1,000−11.8% | 減碼 |
| Advisory Services Network, LLC | 7,450 | $16.2 萬 | 0.00% | +4,580+159.6% | 加碼 |
| IFP Advisors, Inc | 9,275 | $14.9 萬 | 0.01% | +3,978+75.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 6,334 | $13.8 萬 | 0.00% | +5,520+678.1% | 加碼 |
| Harbor Investment Advisory, LLC | 5,170 | $11.3 萬 | 0.02% | 00.0% | 不變 |
| AdvisorShares Investments LLC | 4,976 | $10.8 萬 | 0.03% | +2,000+67.2% | 加碼 |
| State of Wyoming | 4,733 | $10.3 萬 | 0.03% | −6,659−58.5% | 減碼 |
| CWM, LLC | 4,252 | $9.30 萬 | 0.00% | −132−3.0% | 減碼 |
| Ci Investments Inc. | 4,244 | $9.20 萬 | 0.00% | +30+0.7% | 加碼 |
| TSFG, LLC | 4,139 | $9.00 萬 | 0.03% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 3,707 | $8.07 萬 | 0.02% | +3,707 | 新進 |
| Covestor Ltd | 3,519 | $7.70 萬 | 0.07% | −14−0.4% | 減碼 |
| Group One Trading, L.P. | 3,317 | $7.22 萬 | 0.00% | +3,317 | 新進 |
| Allworth Financial LP | 3,137 | $6.83 萬 | 0.00% | +3,055+3,725.6% | 加碼 |
| Van Eck Associates Corp | 3,127 | $6.80 萬 | 0.00% | +85+2.8% | 加碼 |
| International Assets Investment Management, LLC | 3,012 | $6.56 萬 | 0.01% | +3,012 | 新進 |
| Pflug Koory, LLC | 2,805 | $6.11 萬 | 0.03% | 00.0% | 不變 |
| Ancora Advisors, LLC | 2,700 | $5.88 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 2,196 | $4.81 萬 | 0.00% | +61+2.9% | 加碼 |
| Northwestern Mutual Wealth Management Co | 2,147 | $4.68 萬 | 0.00% | −100−4.5% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 2,125 | $4.60 萬 | 0.04% | 00.0% | 不變 |
| Fifth Third Bancorp | 2,035 | $4.43 萬 | 0.00% | +869+74.5% | 加碼 |
| Fred Alger Management, LLC | 1,866 | $4.06 萬 | 0.00% | +877+88.7% | 加碼 |
| TD Waterhouse Canada Inc. | 1,585 | $3.99 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 1,700 | $3.70 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 1,700 | $3.70 萬 | 0.00% | 00.0% | 不變 |
| Coastal Capital Group, Inc. | 1,685 | $3.67 萬 | 0.01% | +29+1.8% | 加碼 |
| Field & Main Bank | 1,500 | $3.27 萬 | 0.02% | 00.0% | 不變 |
| Motco | 1,417 | $3.09 萬 | 0.00% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 1,392 | $3.03 萬 | 0.00% | +1,392 | 新進 |
| Strategic Investment Solutions, Inc. | 1,390 | $3.03 萬 | 0.01% | +1,390 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 1,241 | $2.70 萬 | 0.00% | +256+26.0% | 加碼 |
| Ahrens Investment Partners LLC | 1,225 | $2.67 萬 | 0.01% | +1,225 | 新進 |
| Lindbrook Capital, LLC | 1,177 | $2.56 萬 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 1,142 | $2.49 萬 | 0.00% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 1,000 | $2.18 萬 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 980 | $2.13 萬 | 0.00% | −624−38.9% | 減碼 |
| FinTrust Capital Advisors, LLC | 828 | $1.87 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 853 | $1.86 萬 | 0.00% | −197−18.8% | 減碼 |
| Princeton Global Asset Management LLC | 800 | $1.74 萬 | 0.01% | −154−16.1% | 減碼 |
| Optimum Investment Advisors | 800 | $1.74 萬 | 0.01% | 00.0% | 不變 |
| Machina Capital S.A.S. | 800 | $1.74 萬 | 0.02% | +800 | 新進 |
| Signaturefd, LLC | 764 | $1.66 萬 | 0.00% | +305+66.4% | 加碼 |
| Leonteq Securities AG | 754 | $1.64 萬 | 0.00% | +744+7,440.0% | 加碼 |
| Pittenger & Anderson Inc | 750 | $1.63 萬 | 0.00% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 699 | $1.52 萬 | 0.00% | +223+46.8% | 加碼 |
| Arrow Financial Corp | 670 | $1.46 萬 | 0.00% | −180−21.2% | 減碼 |
| Parallel Advisors, LLC | 645 | $1.41 萬 | 0.00% | +335+108.1% | 加碼 |
| AlphaMark Advisors, LLC | 583 | $1.30 萬 | 0.01% | 00.0% | 不變 |
| Quent Capital, LLC | 545 | $1.19 萬 | 0.00% | 00.0% | 不變 |
| Cutler Group LP | 541 | $1.10 萬 | 0.00% | +151+38.7% | 加碼 |
| Belpointe Asset Management LLC | 505 | $1.10 萬 | 0.00% | +505 | 新進 |
| Spire Wealth Management | 500 | $1.09 萬 | 0.00% | +500 | 新進 |
| Quadrant Capital Group LLC | 494 | $1.08 萬 | 0.00% | −160−24.5% | 減碼 |
| Core Alternative Capital | 476 | $1.04 萬 | 0.00% | +53+12.5% | 加碼 |
| Column Capital Advisors, LLC | 452 | $9,845 | 0.00% | 00.0% | 不變 |
| Quarry LP | 442 | $9,627 | 0.01% | +442 | 新進 |
| Umb Bank N A | 425 | $9,257 | 0.00% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 415 | $9,039 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 425 | $9,000 | 0.00% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 361 | $8,025 | 0.00% | +361 | 新進 |