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。
2024 年第 1 季 13F 持有人
Wendy's Co 在 2024/3/31 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
- 364
- 較 2023 年第 4 季 −19 家
- 持有股數
- 1.75 億
- 較 2023 年第 4 季 −35.9 萬 (−0.2%)
- 總市值
- $33.0 億
- 較 2023 年第 4 季 −$1.18 億 (−3.5%)
- 新進機構
- 44
- 另有 125 家加碼
- 清倉機構
- 63
- 另有 127 家減碼
另有 5 家機構在 2023 年第 4 季持有、還沒有申報 2024 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| KBC Group NV | 3,584 | $6.80 萬 | 0.00% | −7,651−68.1% | 減碼 |
| Peoples Bank | 3,679 | $6.93 萬 | 0.05% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 4,108 | $7.74 萬 | 0.02% | +1,265+44.5% | 加碼 |
| Private Trust Co NA | 4,200 | $7.91 萬 | 0.01% | +3,800+950.0% | 加碼 |
| Walleye Trading LLC | 4,225 | $7.96 萬 | 0.00% | +4,225 | 新進 |
| IFP Advisors, Inc | 4,324 | $8.15 萬 | 0.00% | +213+5.2% | 加碼 |
| Allworth Financial LP | 4,366 | $8.23 萬 | 0.00% | −290−6.2% | 減碼 |
| FinTrust Capital Advisors, LLC | 4,510 | $8.50 萬 | 0.02% | −640−12.4% | 減碼 |
| Continuum Advisory, LLC | 4,832 | $9.39 萬 | 0.01% | +4,832 | 新進 |
| Richardson Financial Services Inc. | 5,270 | $9.93 萬 | 0.07% | +180+3.5% | 加碼 |
| Umb Bank N A | 5,750 | $10.8 萬 | 0.00% | +5,325+1,252.9% | 加碼 |
| Western Pacific Wealth Management, LP | 6,315 | $11.9 萬 | 0.09% | +6,315 | 新進 |
| Covestor Ltd | 6,575 | $12.4 萬 | 0.08% | +1,269+23.9% | 加碼 |
| S.A. Mason LLC | 6,800 | $12.8 萬 | 0.08% | 00.0% | 不變 |
| DekaBank Deutsche Girozentrale | 7,223 | $13.5 萬 | 0.00% | 00.0% | 不變 |
| Handelsinvest Investeringsforvaltning | 8,780 | $16.5 萬 | 0.08% | −4,558−34.2% | 減碼 |
| Tower Research Capital LLC (TRC) | 9,336 | $17.6 萬 | 0.00% | −14,801−61.3% | 減碼 |
| Pinnacle Associates Ltd | 10,040 | $18.9 萬 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 10,288 | $19.1 萬 | 0.00% | +10,288 | 新進 |
| Everhart Financial Group, Inc. | 10,248 | $19.3 萬 | 0.06% | 00.0% | 不變 |
| Point72 Asia (Singapore) Pte. Ltd. | 10,456 | $19.7 萬 | 0.05% | +10,456 | 新進 |
| Cresset Asset Management, LLC | 10,549 | $19.9 萬 | 0.00% | +10,549 | 新進 |
| Impact Partnership Wealth, LLC | 10,704 | $20.2 萬 | 0.08% | +10,704 | 新進 |
| Stratos Wealth Partners, LTD. | 10,872 | $20.5 萬 | 0.00% | −1,873−14.7% | 減碼 |
| Systematic Portfolios LLC | 3,561 | $20.6 萬 | 0.71% | +3,561 | 新進 |
| Huntington National Bank | 11,002 | $20.7 萬 | 0.00% | −4,083−27.1% | 減碼 |
| Whitcomb & Hess, Inc. | 11,079 | $20.9 萬 | 0.07% | +144+1.3% | 加碼 |
| Semanteon Capital Management, LP | 11,122 | $21.0 萬 | 0.13% | +11,122 | 新進 |
| Johnson Investment Counsel Inc | 11,425 | $21.5 萬 | 0.00% | −272−2.3% | 減碼 |
| Beverly Hills Private Wealth, LLC | 11,427 | $21.5 萬 | 0.05% | +153+1.4% | 加碼 |
| Csenge Advisory Group | 11,684 | $22.0 萬 | 0.01% | +470+4.2% | 加碼 |
| United Services Automobile Association | 11,928 | $22.5 萬 | 0.01% | −1,458−10.9% | 減碼 |
| Capula Management Ltd | 11,982 | $22.6 萬 | 0.01% | +11,982 | 新進 |
| Capital Investment Advisors, LLC | 11,991 | $22.6 萬 | 0.01% | +150+1.3% | 加碼 |
| CWM, LLC | 11,993 | $22.6 萬 | 0.00% | +1,621+15.6% | 加碼 |
| Cerity Partners LLC | 12,037 | $22.7 萬 | 0.00% | +12,037 | 新進 |
| King Wealth | 12,137 | $22.9 萬 | 0.04% | −1,042−7.9% | 減碼 |
| Becker Capital Management Inc | 12,235 | $23.1 萬 | 0.01% | −1,530−11.1% | 減碼 |
| Oppenheimer & Co Inc | 12,245 | $23.1 萬 | 0.00% | −1,555−11.3% | 減碼 |
| Point72 (DIFC) Ltd | 12,339 | $23.2 萬 | 0.02% | +12,339 | 新進 |
| Quantinno Capital Management LP | 12,355 | $23.3 萬 | 0.01% | +12,355 | 新進 |
| Wolverine Trading, LLC | 12,456 | $23.5 萬 | 0.00% | +12,456 | 新進 |
| Ci Investments Inc. | 12,617 | $23.8 萬 | 0.00% | +2,633+26.4% | 加碼 |
| Walleye Capital LLC | 12,685 | $23.9 萬 | 0.00% | +11,095+697.8% | 加碼 |
| JustInvest LLC | 12,789 | $24.1 萬 | 0.01% | +12,789 | 新進 |
| SG Americas Securities, LLC | 12,800 | $24.1 萬 | 0.00% | −3,731−22.6% | 減碼 |
| Phoenix Holdings Ltd. | 13,000 | $24.4 萬 | 0.00% | +13,000 | 新進 |
| Gabelli & Co Investment Advisers, Inc. | 13,000 | $24.5 萬 | 0.04% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 13,107 | $24.7 萬 | 0.00% | −47,973−78.5% | 減碼 |
| Private Advisor Group, LLC | 13,365 | $25.2 萬 | 0.00% | −978−6.8% | 減碼 |
| Securian Asset Management, Inc | 13,739 | $25.9 萬 | 0.01% | −360−2.6% | 減碼 |
| Maryland State Retirement & Pension System | 13,617 | $26.0 萬 | 0.01% | 00.0% | 不變 |
| HB Wealth Management, LLC | 14,802 | $27.9 萬 | 0.00% | −659−4.3% | 減碼 |
| Boothbay Fund Management, LLC | 14,958 | $28.2 萬 | 0.01% | −34,818−69.9% | 減碼 |
| 1st Source Bank | 15,085 | $28.4 萬 | 0.02% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 15,170 | $28.6 萬 | 0.00% | +801+5.6% | 加碼 |
| Crossmark Global Holdings, Inc. | 15,208 | $28.7 萬 | 0.01% | −235−1.5% | 減碼 |
| FSM Wealth Advisors, LLC | 15,300 | $28.8 萬 | 0.10% | 00.0% | 不變 |
| Financial Advocates Investment Management | 15,410 | $29.0 萬 | 0.02% | +654+4.4% | 加碼 |
| Buckingham Strategic Partners | 15,974 | $30.1 萬 | 0.01% | +15,974 | 新進 |
| Capital Fund Management S.A. | 16,051 | $30.2 萬 | 0.00% | +16,051 | 新進 |
| Toroso Investments, LLC | 16,079 | $30.3 萬 | 0.01% | +1,577+10.9% | 加碼 |
| Proequities, Inc. | 16,134 | $30.4 萬 | 0.02% | −727−4.3% | 減碼 |
| Hantz Financial Services, Inc. | 16,111 | $30.4 萬 | 0.01% | +38+0.2% | 加碼 |
| Pathstone Holdings, LLC | 16,724 | $31.5 萬 | 0.00% | +1,351+8.8% | 加碼 |
| Great Valley Advisor Group, Inc. | 17,000 | $32.0 萬 | 0.01% | 00.0% | 不變 |
| My Legacy Advisors, LLC | 17,118 | $32.3 萬 | 0.11% | −120−0.7% | 減碼 |
| Longfellow Investment Management Co LLC | 17,446 | $32.9 萬 | 0.07% | +7,755+80.0% | 加碼 |
| Regions Financial Corp | 17,471 | $32.9 萬 | 0.00% | −71−0.4% | 減碼 |
| Stifel Financial Corp | 17,504 | $33.0 萬 | 0.00% | +379+2.2% | 加碼 |
| We Are One Seven, LLC | 17,528 | $33.0 萬 | 0.02% | −252−1.4% | 減碼 |
| Private Wealth Strategies, L.L.C. | 17,868 | $33.7 萬 | 0.07% | +10.0% | 加碼 |
| Mariner, LLC | 18,357 | $34.6 萬 | 0.00% | +56+0.3% | 加碼 |
| State of Alaska, Department of Revenue | 18,482 | $34.8 萬 | 0.00% | 00.0% | 不變 |
| Bank of Nova Scotia | 18,774 | $35.4 萬 | 0.00% | −1,787−8.7% | 減碼 |
| Williams Jones Wealth Management, LLC. | 18,800 | $35.4 萬 | 0.00% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 19,659 | $37.0 萬 | 0.00% | −7,216−26.9% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 19,920 | $37.5 萬 | 0.13% | +19,811+18,175.2% | 加碼 |
| Public Employees Retirement Association of Colorado | 19,911 | $37.5 萬 | 0.00% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 20,050 | $37.8 萬 | 0.03% | −270−1.3% | 減碼 |
| Paradigm Financial Partners, LLC | 20,050 | $37.8 萬 | 0.08% | −4,305−17.7% | 減碼 |
| Prosperity Consulting Group, LLC | 20,126 | $37.9 萬 | 0.05% | +20,126 | 新進 |
| IMC-Chicago, LLC | 20,233 | $38.1 萬 | 0.01% | +20,233 | 新進 |
| BNP Paribas Arbitrage, SA | 20,461 | $38.5 萬 | 0.00% | −25,858−55.8% | 減碼 |
| Highland Capital Management Fund Advisors, L.P. | 20,871 | $39.3 萬 | 0.06% | +9,271+79.9% | 加碼 |
| US Bancorp | 22,275 | $42.0 萬 | 0.00% | −11,199−33.5% | 減碼 |
| Kestra Advisory Services, LLC | 22,401 | $42.2 萬 | 0.00% | +22,401 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 22,531 | $42.4 萬 | 0.00% | +6,269+38.5% | 加碼 |
| Pictet Asset Management Holding SA | 22,533 | $42.5 萬 | 0.00% | +1,573+7.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 23,762 | $44.8 萬 | 0.00% | +11,318+91.0% | 加碼 |
| Pacific Global Investment Management CO | 23,780 | $44.8 萬 | 0.09% | −2,751−10.4% | 減碼 |
| Park Avenue Securities LLC | 24,657 | $46.5 萬 | 0.01% | −1,249−4.8% | 減碼 |
| Pacer Advisors, Inc. | 24,899 | $46.9 萬 | 0.00% | −13,899−35.8% | 減碼 |
| Nisa Investment Advisors, LLC | 25,325 | $47.7 萬 | 0.00% | +2,795+12.4% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 26,341 | $49.6 萬 | 0.00% | −4,085−13.4% | 減碼 |
| Asset Management One Co.,Ltd. | 26,370 | $49.7 萬 | 0.00% | −1,022−3.7% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 26,739 | $50.4 萬 | 0.00% | +2,933+12.3% | 加碼 |
| Towerview LLC | 27,500 | $51.8 萬 | 0.34% | +27,500 | 新進 |
| NCM Capital Management, LLC | 27,695 | $52.2 萬 | 0.29% | 00.0% | 不變 |
| Shelton Capital Management | 29,474 | $55.5 萬 | 0.02% | +29,474 | 新進 |