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 2 季 13F 持有人
Wendy's Co 在 2023/6/30 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
- 360
- 較 2023 年第 1 季 +19 家
- 持有股數
- 1.64 億
- 較 2023 年第 1 季 −126.2 萬 (−0.8%)
- 總市值
- $35.7 億
- 較 2023 年第 1 季 −$3,396 萬 (−0.9%)
- 新進機構
- 55
- 另有 125 家加碼
- 清倉機構
- 36
- 另有 107 家減碼
另有 2 家機構在 2023 年第 1 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 15,980 | $34.8 萬 | 0.01% | −397−2.4% | 減碼 |
| Jefferies Financial Group Inc. | 15,933 | $34.7 萬 | 0.01% | +15,933 | 新進 |
| Crossmark Global Holdings, Inc. | 16,111 | $34.6 萬 | 0.01% | −1,000−5.8% | 減碼 |
| King Wealth | 15,758 | $34.3 萬 | 0.07% | 00.0% | 不變 |
| Huntington National Bank | 15,701 | $34.1 萬 | 0.00% | −883−5.3% | 減碼 |
| Simplex Trading, LLC | 15,615 | $33.9 萬 | 0.01% | +15,615 | 新進 |
| Sciencast Management LP | 15,768 | $33.6 萬 | 0.27% | +15,768 | 新進 |
| My Legacy Advisors, LLC | 15,636 | $33.4 萬 | 0.13% | +2,698+20.9% | 加碼 |
| Cetera Investment Advisers | 15,108 | $32.9 萬 | 0.00% | −81−0.5% | 減碼 |
| 1st Source Bank | 15,085 | $32.8 萬 | 0.02% | 00.0% | 不變 |
| FSM Wealth Advisors, LLC | 15,300 | $32.7 萬 | 0.16% | 00.0% | 不變 |
| Quantinno Capital Management LP | 15,037 | $32.7 萬 | 0.02% | +368+2.5% | 加碼 |
| Securian Asset Management, Inc | 15,018 | $32.7 萬 | 0.01% | −502−3.2% | 減碼 |
| Aigen Investment Management, LP | 14,761 | $32.1 萬 | 0.05% | −77,876−84.1% | 減碼 |
| HB Wealth Management, LLC | 14,657 | $31.9 萬 | 0.01% | +74+0.5% | 加碼 |
| CWM Advisors, LLC | 14,482 | $31.5 萬 | 0.04% | +1,984+15.9% | 加碼 |
| Janney Montgomery Scott LLC | 14,332 | $31.2 萬 | 0.00% | +1,987+16.1% | 加碼 |
| Financial Advocates Investment Management | 14,236 | $31.0 萬 | 0.02% | +165+1.2% | 加碼 |
| Natixis Advisors, L.P. | 14,142 | $30.8 萬 | 0.00% | +279+2.0% | 加碼 |
| Atom Investors LP | 14,068 | $30.6 萬 | 0.12% | +14,068 | 新進 |
| Wedbush Securities Inc | 13,911 | $30.3 萬 | 0.01% | −535−3.7% | 減碼 |
| First Republic Investment Management, Inc. | 13,811 | $30.0 萬 | 0.00% | −5,456−28.3% | 減碼 |
| Becker Capital Management Inc | 13,765 | $29.9 萬 | 0.01% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 13,684 | $29.8 萬 | 0.01% | +52+0.4% | 加碼 |
| Proequities, Inc. | 13,628 | $29.6 萬 | 0.02% | +1,263+10.2% | 加碼 |
| Maryland State Retirement & Pension System | 13,617 | $29.6 萬 | 0.01% | 00.0% | 不變 |
| Moody Lynn & Lieberson, LLC | 13,269 | $28.9 萬 | 0.02% | +13,269 | 新進 |
| Stratos Wealth Partners, LTD. | 13,155 | $28.6 萬 | 0.01% | +2,821+27.3% | 加碼 |
| Dark Forest Capital Management LP | 13,115 | $28.5 萬 | 0.03% | +9,408+253.8% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 13,098 | $28.5 萬 | 0.00% | +13,098 | 新進 |
| Psagot Value Holdings Ltd. / (Israel) | 13,000 | $28.4 萬 | 0.14% | 00.0% | 不變 |
| Gabelli & Co Investment Advisers, Inc. | 13,000 | $28.3 萬 | 0.05% | +13,000 | 新進 |
| Virtu Financial LLC | 12,051 | $26.2 萬 | 0.02% | +12,051 | 新進 |
| Bridgefront Capital, LLC | 12,043 | $26.2 萬 | 0.14% | +12,043 | 新進 |
| Cullen Capital Management LLC | 11,900 | $25.9 萬 | 0.00% | +11,900 | 新進 |
| Johnson Investment Counsel Inc | 11,691 | $25.4 萬 | 0.00% | +266+2.3% | 加碼 |
| Capital Investment Advisors, LLC | 11,599 | $25.2 萬 | 0.01% | +119+1.0% | 加碼 |
| Winton Group Ltd | 11,395 | $24.8 萬 | 0.02% | −117,798−91.2% | 減碼 |
| Contravisory Investment Management, Inc. | 11,150 | $24.3 萬 | 0.06% | 00.0% | 不變 |
| Wescott Financial Advisory Group, LLC | 11,028 | $24.0 萬 | 0.04% | +11,028 | 新進 |
| Beverly Hills Private Wealth, LLC | 11,000 | $23.7 萬 | 0.04% | 00.0% | 不變 |
| Wolverine Trading, LLC | 10,699 | $23.4 萬 | 0.00% | +10,699 | 新進 |
| Toroso Investments, LLC | 10,682 | $23.2 萬 | 0.01% | +10,682 | 新進 |
| First National Trust Co | 10,625 | $23.1 萬 | 0.01% | 00.0% | 不變 |
| Whitcomb & Hess, Inc. | 10,519 | $22.9 萬 | 0.08% | +115+1.1% | 加碼 |
| United Services Automobile Association | 10,469 | $22.8 萬 | 0.01% | 00.0% | 不變 |
| Prudential Financial Inc | 10,450 | $22.7 萬 | 0.00% | −140−1.3% | 減碼 |
| Everhart Financial Group, Inc. | 10,248 | $22.3 萬 | 0.09% | −10.0% | 減碼 |
| Pinnacle Associates Ltd | 10,140 | $22.1 萬 | 0.00% | −333−3.2% | 減碼 |
| ProShare Advisors LLC | 9,850 | $21.4 萬 | 0.00% | −288−2.8% | 減碼 |
| New York Life Investment Management LLC | 9,767 | $21.2 萬 | 0.00% | +9,767 | 新進 |
| KBC Group NV | 9,594 | $20.9 萬 | 0.00% | 00.0% | 不變 |
| Utah Retirement Systems | 9,400 | $20.4 萬 | 0.00% | 00.0% | 不變 |
| ARS Wealth Advisors Group, LLC | 9,348 | $20.3 萬 | 0.03% | 00.0% | 不變 |
| Delta Capital Management LLC | 9,350 | $20.3 萬 | 0.14% | −250−2.6% | 減碼 |
| PDS Planning, Inc | 8,419 | $18.3 萬 | 0.02% | 00.0% | 不變 |
| S.A. Mason LLC | 7,500 | $16.3 萬 | 0.12% | 00.0% | 不變 |
| Shell Asset Management Co | 6,641 | $14.4 萬 | 0.01% | −6,991−51.3% | 減碼 |
| Steward Partners Investment Advisory, LLC | 5,782 | $12.6 萬 | 0.00% | −552−8.7% | 減碼 |
| Group One Trading, L.P. | 4,907 | $10.7 萬 | 0.00% | +1,590+47.9% | 加碼 |
| State of Wyoming | 4,812 | $10.5 萬 | 0.03% | +79+1.7% | 加碼 |
| CWM, LLC | 4,708 | $10.2 萬 | 0.00% | +456+10.7% | 加碼 |
| Ci Investments Inc. | 4,468 | $9.70 萬 | 0.00% | +224+5.3% | 加碼 |
| Harbor Investment Advisory, LLC | 4,283 | $9.32 萬 | 0.01% | −887−17.2% | 減碼 |
| TSFG, LLC | 4,139 | $9.00 萬 | 0.03% | 00.0% | 不變 |
| Lazard Asset Management LLC | 3,317 | $7.20 萬 | 0.00% | +3,317 | 新進 |
| Allworth Financial LP | 3,277 | $7.13 萬 | 0.00% | +140+4.5% | 加碼 |
| Van Eck Associates Corp | 3,127 | $6.80 萬 | 0.00% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 3,093 | $6.73 萬 | 0.00% | +1,701+122.2% | 加碼 |
| Covestor Ltd | 3,042 | $6.60 萬 | 0.05% | −477−13.6% | 減碼 |
| IFP Advisors, Inc | 4,036 | $6.49 萬 | 0.00% | −5,239−56.5% | 減碼 |
| Pflug Koory, LLC | 2,805 | $6.10 萬 | 0.03% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 2,324 | $5.05 萬 | 0.00% | +177+8.2% | 加碼 |
| Global Retirement Partners, LLC | 2,197 | $4.78 萬 | 0.00% | +10.0% | 加碼 |
| Nisa Investment Advisors, LLC | 2,128 | $4.63 萬 | 0.00% | −11,300−84.2% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 2,125 | $4.60 萬 | 0.03% | 00.0% | 不變 |
| Ancora Advisors, LLC | 2,090 | $4.55 萬 | 0.00% | −610−22.6% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 1,790 | $3.90 萬 | 0.00% | −7,264−80.2% | 減碼 |
| TD Waterhouse Canada Inc. | 1,585 | $3.87 萬 | 0.00% | 00.0% | 不變 |
| Coastal Capital Group, Inc. | 1,704 | $3.71 萬 | 0.01% | +19+1.1% | 加碼 |
| Bartlett & Co. LLC | 1,700 | $3.70 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 1,700 | $3.70 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 1,600 | $3.48 萬 | 0.00% | +1,106+223.9% | 加碼 |
| Field & Main Bank | 1,500 | $3.26 萬 | 0.02% | 00.0% | 不變 |
| Motco | 1,417 | $3.08 萬 | 0.00% | 00.0% | 不變 |
| Quarry LP | 1,403 | $3.05 萬 | 0.02% | +961+217.4% | 加碼 |
| Fifth Third Bancorp | 1,321 | $2.87 萬 | 0.00% | −714−35.1% | 減碼 |
| Lindbrook Capital, LLC | 1,177 | $2.56 萬 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 1,142 | $2.48 萬 | 0.00% | 00.0% | 不變 |
| Carolina Wealth Advisors, LLC | 1,065 | $2.32 萬 | 0.01% | +1,065 | 新進 |
| GWM Advisors LLC | 1,057 | $2.30 萬 | 0.00% | +204+23.9% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 996 | $2.20 萬 | 0.00% | −245−19.7% | 減碼 |
| Nomura Asset Management Co Ltd | 1,000 | $2.17 萬 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 987 | $2.15 萬 | 0.00% | +7+0.7% | 加碼 |
| AdvisorShares Investments LLC | 936 | $2.04 萬 | 0.01% | −4,040−81.2% | 減碼 |
| Fred Alger Management, LLC | 895 | $1.95 萬 | 0.00% | −971−52.0% | 減碼 |
| FinTrust Capital Advisors, LLC | 828 | $1.87 萬 | 0.00% | 00.0% | 不變 |
| Optimum Investment Advisors | 800 | $1.74 萬 | 0.01% | 00.0% | 不變 |
| Princeton Global Asset Management LLC | 800 | $1.74 萬 | 0.01% | 00.0% | 不變 |
| Pittenger & Anderson Inc | 750 | $1.63 萬 | 0.00% | 00.0% | 不變 |