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 4 季 13F 持有人
Wendy's Co 在 2023/12/31 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
- 388
- 較 2023 年第 3 季 +42 家
- 持有股數
- 1.76 億
- 較 2023 年第 3 季 +425.7 萬 (+2.5%)
- 總市值
- $34.2 億
- 較 2023 年第 3 季 −$1.20 億 (−3.4%)
- 新進機構
- 75
- 另有 143 家加碼
- 清倉機構
- 33
- 另有 98 家減碼
另有 5 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Hazlett, Burt & Watson, Inc. | 2,125 | $4.10 萬 | 0.03% | 00.0% | 不變 |
| Bartlett & Co. LLC | 2,122 | $4.10 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 2,116 | $4.12 萬 | 0.00% | +1,255+145.8% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 2,122 | $4.14 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 2,147 | $4.18 萬 | 0.00% | 00.0% | 不變 |
| Caption Management, LLC | 2,201 | $4.29 萬 | 0.00% | 00.0% | 不變 |
| Ancora Advisors, LLC | 2,280 | $4.44 萬 | 0.00% | +190+9.1% | 加碼 |
| Fifth Third Bancorp | 2,352 | $4.58 萬 | 0.00% | +863+58.0% | 加碼 |
| Global Retirement Partners, LLC | 2,751 | $5.23 萬 | 0.00% | +55+2.0% | 加碼 |
| Pflug Koory, LLC | 2,805 | $5.46 萬 | 0.03% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 2,843 | $5.54 萬 | 0.01% | +2,180+328.8% | 加碼 |
| Van Eck Associates Corp | 2,890 | $5.60 萬 | 0.00% | −1,085−27.3% | 減碼 |
| Advisors Asset Management, Inc. | 3,022 | $5.89 萬 | 0.00% | −62−2.0% | 減碼 |
| Harbor Investment Advisory, LLC | 3,050 | $5.94 萬 | 0.01% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 3,220 | $6.27 萬 | 0.00% | +586+22.2% | 加碼 |
| Peoples Bank | 3,679 | $7.16 萬 | 0.06% | 00.0% | 不變 |
| IFP Advisors, Inc | 4,111 | $8.01 萬 | 0.00% | −145−3.4% | 減碼 |
| State of Wyoming | 4,385 | $8.54 萬 | 0.02% | +1,479+50.9% | 加碼 |
| Johnson Financial Group, Inc. | 4,410 | $8.59 萬 | 0.00% | +4,410 | 新進 |
| Allworth Financial LP | 4,656 | $9.07 萬 | 0.00% | +114+2.5% | 加碼 |
| Shell Asset Management Co | 5,051 | $9.80 萬 | 0.00% | −1,487−22.7% | 減碼 |
| Richardson Financial Services Inc. | 5,090 | $9.92 萬 | 0.09% | +5,090 | 新進 |
| FinTrust Capital Advisors, LLC | 5,150 | $10.0 萬 | 0.02% | 00.0% | 不變 |
| Covestor Ltd | 5,306 | $10.3 萬 | 0.07% | +251+5.0% | 加碼 |
| S.A. Mason LLC | 6,800 | $13.2 萬 | 0.09% | −700−9.3% | 減碼 |
| Point72 Hong Kong Ltd | 6,807 | $13.3 萬 | 0.01% | +6,807 | 新進 |
| DekaBank Deutsche Girozentrale | 7,223 | $14.0 萬 | 0.00% | 00.0% | 不變 |
| Longfellow Investment Management Co LLC | 9,691 | $18.9 萬 | 0.05% | +9,691 | 新進 |
| Ci Investments Inc. | 9,984 | $19.4 萬 | 0.00% | +5,439+119.7% | 加碼 |
| Pinnacle Associates Ltd | 10,040 | $19.6 萬 | 0.00% | 00.0% | 不變 |
| Everhart Financial Group, Inc. | 10,248 | $20.0 萬 | 0.07% | 00.0% | 不變 |
| CWM, LLC | 10,372 | $20.2 萬 | 0.00% | +1,834+21.5% | 加碼 |
| Prudential Financial Inc | 10,555 | $20.6 萬 | 0.00% | +168+1.6% | 加碼 |
| Smith, Salley & Associates | 10,625 | $20.7 萬 | 0.01% | +10,625 | 新進 |
| Lazard Asset Management LLC | 10,861 | $21.0 萬 | 0.00% | +3,638+50.4% | 加碼 |
| Whitcomb & Hess, Inc. | 10,935 | $21.3 萬 | 0.07% | +290+2.7% | 加碼 |
| Csenge Advisory Group | 11,214 | $21.8 萬 | 0.01% | +11,214 | 新進 |
| KBC Group NV | 11,235 | $21.9 萬 | 0.00% | +857+8.3% | 加碼 |
| Beverly Hills Private Wealth, LLC | 11,274 | $22.0 萬 | 0.06% | +139+1.2% | 加碼 |
| Gries Financial LLC | 11,320 | $22.1 萬 | 0.05% | +11,320 | 新進 |
| Highland Capital Management Fund Advisors, L.P. | 11,600 | $22.6 萬 | 0.03% | +11,600 | 新進 |
| Johnson Investment Counsel Inc | 11,697 | $22.8 萬 | 0.00% | +30.0% | 加碼 |
| Capital Investment Advisors, LLC | 11,841 | $23.1 萬 | 0.01% | +135+1.2% | 加碼 |
| MBM Wealth Consultants, LLC | 12,021 | $23.3 萬 | 0.09% | +12,021 | 新進 |
| Numerai GP LLC | 12,362 | $24.1 萬 | 0.09% | +12,362 | 新進 |
| The PNC Financial Services Group, Inc. | 12,444 | $24.2 萬 | 0.00% | −1,275−9.3% | 減碼 |
| EHP Funds Inc. | 12,500 | $24.4 萬 | 0.12% | +12,500 | 新進 |
| Stratos Wealth Partners, LTD. | 12,745 | $24.8 萬 | 0.00% | −908−6.7% | 減碼 |
| Gabelli & Co Investment Advisers, Inc. | 13,000 | $25.3 萬 | 0.05% | 00.0% | 不變 |
| Psagot Value Holdings Ltd. / (Israel) | 13,000 | $25.4 萬 | 0.11% | 00.0% | 不變 |
| Voloridge Investment Management, LLC | 13,085 | $25.5 萬 | 0.00% | +13,085 | 新進 |
| King Wealth | 13,179 | $25.7 萬 | 0.05% | −2,579−16.4% | 減碼 |
| Handelsinvest Investeringsforvaltning | 13,338 | $26.0 萬 | 0.11% | +13,338 | 新進 |
| United Services Automobile Association | 13,386 | $26.1 萬 | 0.01% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 13,617 | $26.5 萬 | 0.01% | 00.0% | 不變 |
| Becker Capital Management Inc | 13,765 | $26.8 萬 | 0.01% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 13,800 | $26.9 萬 | 0.00% | +58+0.4% | 加碼 |
| KG&L Capital Management,LLC | 14,044 | $27.4 萬 | 0.11% | +14,044 | 新進 |
| Securian Asset Management, Inc | 14,099 | $27.5 萬 | 0.01% | −259−1.8% | 減碼 |
| Private Advisor Group, LLC | 14,343 | $27.9 萬 | 0.00% | +14,343 | 新進 |
| Janney Montgomery Scott LLC | 14,369 | $28.0 萬 | 0.00% | +978+7.3% | 加碼 |
| Toroso Investments, LLC | 14,502 | $28.2 萬 | 0.01% | −1,205−7.7% | 減碼 |
| Financial Advocates Investment Management | 14,756 | $28.7 萬 | 0.02% | +293+2.0% | 加碼 |
| Huntington National Bank | 15,085 | $29.4 萬 | 0.00% | −475−3.1% | 減碼 |
| 1st Source Bank | 15,085 | $29.4 萬 | 0.02% | 00.0% | 不變 |
| Mackenzie Financial Corp | 15,172 | $29.6 萬 | 0.00% | −371−2.4% | 減碼 |
| FSM Wealth Advisors, LLC | 15,300 | $29.8 萬 | 0.13% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 15,373 | $29.9 萬 | 0.00% | +15,373 | 新進 |
| Fox Run Management, L.L.C. | 15,374 | $29.9 萬 | 0.08% | +15,374 | 新進 |
| Crossmark Global Holdings, Inc. | 15,443 | $30.0 萬 | 0.01% | −668−4.1% | 減碼 |
| HB Wealth Management, LLC | 15,461 | $30.1 萬 | 0.00% | +805+5.5% | 加碼 |
| Bridgefront Capital, LLC | 15,493 | $30.2 萬 | 0.23% | −12,421−44.5% | 減碼 |
| Cetera Investment Advisers | 15,598 | $30.4 萬 | 0.00% | +245+1.6% | 加碼 |
| Stephens Inc | 15,882 | $30.9 萬 | 0.01% | −14,413−47.6% | 減碼 |
| Hantz Financial Services, Inc. | 16,073 | $31.3 萬 | 0.01% | +47+0.3% | 加碼 |
| Brevan Howard Capital Management LP | 16,077 | $31.3 萬 | 0.03% | +16,077 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 16,262 | $31.7 萬 | 0.00% | −74,235−82.0% | 減碼 |
| SG Americas Securities, LLC | 16,531 | $32.2 萬 | 0.00% | +11,260+213.6% | 加碼 |
| Proequities, Inc. | 16,861 | $32.8 萬 | 0.02% | +1,282+8.2% | 加碼 |
| Simplex Trading, LLC | 16,917 | $32.9 萬 | 0.01% | +13,395+380.3% | 加碼 |
| Great Valley Advisor Group, Inc. | 17,000 | $33.1 萬 | 0.01% | −5,800−25.4% | 減碼 |
| SageView Advisory Group, LLC | 17,307 | $33.3 萬 | 0.01% | +256+1.5% | 加碼 |
| Stifel Financial Corp | 17,125 | $33.4 萬 | 0.00% | +492+3.0% | 加碼 |
| My Legacy Advisors, LLC | 17,238 | $33.5 萬 | 0.12% | −512−2.9% | 減碼 |
| Regions Financial Corp | 17,542 | $34.2 萬 | 0.00% | +17,542 | 新進 |
| We Are One Seven, LLC | 17,780 | $34.6 萬 | 0.02% | +660+3.9% | 加碼 |
| Private Wealth Strategies, L.L.C. | 17,867 | $34.8 萬 | 0.08% | +789+4.6% | 加碼 |
| Mariner, LLC | 18,301 | $35.7 萬 | 0.00% | −12,489−40.6% | 減碼 |
| State of Alaska, Department of Revenue | 18,482 | $36.0 萬 | 0.00% | −1,765−8.7% | 減碼 |
| Williams Jones Wealth Management, LLC. | 18,800 | $36.6 萬 | 0.01% | −200−1.1% | 減碼 |
| Advisor Resource Council | 19,122 | $37.2 萬 | 0.04% | +19,122 | 新進 |
| Cetera Advisor Networks LLC | 19,305 | $37.6 萬 | 0.00% | +680+3.7% | 加碼 |
| CWM Advisors, LLC | 19,702 | $38.4 萬 | 0.04% | +4,725+31.5% | 加碼 |
| Sherbrooke Park Advisers LLC | 19,912 | $38.8 萬 | 0.18% | +19,912 | 新進 |
| Public Employees Retirement Association of Colorado | 19,911 | $38.8 萬 | 0.00% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 20,320 | $39.6 萬 | 0.03% | +915+4.7% | 加碼 |
| Bank of Nova Scotia | 20,561 | $40.1 萬 | 0.00% | −1,088−5.0% | 減碼 |
| Pictet Asset Management Holding SA | 20,960 | $40.8 萬 | 0.00% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 21,094 | $41.1 萬 | 0.00% | +10,063+91.2% | 加碼 |
| Nisa Investment Advisors, LLC | 22,530 | $43.9 萬 | 0.00% | +10,302+84.2% | 加碼 |