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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 16,111 | $30.4 萬 | 0.01% | +38+0.2% | 加碼 |
| Proequities, Inc. | 16,134 | $30.4 萬 | 0.02% | −727−4.3% | 減碼 |
| Toroso Investments, LLC | 16,079 | $30.3 萬 | 0.01% | +1,577+10.9% | 加碼 |
| Capital Fund Management S.A. | 16,051 | $30.2 萬 | 0.00% | +16,051 | 新進 |
| Buckingham Strategic Partners | 15,974 | $30.1 萬 | 0.01% | +15,974 | 新進 |
| Financial Advocates Investment Management | 15,410 | $29.0 萬 | 0.02% | +654+4.4% | 加碼 |
| FSM Wealth Advisors, LLC | 15,300 | $28.8 萬 | 0.10% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 15,208 | $28.7 萬 | 0.01% | −235−1.5% | 減碼 |
| Janney Montgomery Scott LLC | 15,170 | $28.6 萬 | 0.00% | +801+5.6% | 加碼 |
| 1st Source Bank | 15,085 | $28.4 萬 | 0.02% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 14,958 | $28.2 萬 | 0.01% | −34,818−69.9% | 減碼 |
| HB Wealth Management, LLC | 14,802 | $27.9 萬 | 0.00% | −659−4.3% | 減碼 |
| Maryland State Retirement & Pension System | 13,617 | $26.0 萬 | 0.01% | 00.0% | 不變 |
| Securian Asset Management, Inc | 13,739 | $25.9 萬 | 0.01% | −360−2.6% | 減碼 |
| Private Advisor Group, LLC | 13,365 | $25.2 萬 | 0.00% | −978−6.8% | 減碼 |
| Los Angeles Capital Management LLC | 13,107 | $24.7 萬 | 0.00% | −47,973−78.5% | 減碼 |
| Gabelli & Co Investment Advisers, Inc. | 13,000 | $24.5 萬 | 0.04% | 00.0% | 不變 |
| Phoenix Holdings Ltd. | 13,000 | $24.4 萬 | 0.00% | +13,000 | 新進 |
| SG Americas Securities, LLC | 12,800 | $24.1 萬 | 0.00% | −3,731−22.6% | 減碼 |
| JustInvest LLC | 12,789 | $24.1 萬 | 0.01% | +12,789 | 新進 |
| Walleye Capital LLC | 12,685 | $23.9 萬 | 0.00% | +11,095+697.8% | 加碼 |
| Ci Investments Inc. | 12,617 | $23.8 萬 | 0.00% | +2,633+26.4% | 加碼 |
| Wolverine Trading, LLC | 12,456 | $23.5 萬 | 0.00% | +12,456 | 新進 |
| Quantinno Capital Management LP | 12,355 | $23.3 萬 | 0.01% | +12,355 | 新進 |
| Point72 (DIFC) Ltd | 12,339 | $23.2 萬 | 0.02% | +12,339 | 新進 |
| Oppenheimer & Co Inc | 12,245 | $23.1 萬 | 0.00% | −1,555−11.3% | 減碼 |
| Becker Capital Management Inc | 12,235 | $23.1 萬 | 0.01% | −1,530−11.1% | 減碼 |
| King Wealth | 12,137 | $22.9 萬 | 0.04% | −1,042−7.9% | 減碼 |
| Cerity Partners LLC | 12,037 | $22.7 萬 | 0.00% | +12,037 | 新進 |
| CWM, LLC | 11,993 | $22.6 萬 | 0.00% | +1,621+15.6% | 加碼 |
| Capital Investment Advisors, LLC | 11,991 | $22.6 萬 | 0.01% | +150+1.3% | 加碼 |
| Capula Management Ltd | 11,982 | $22.6 萬 | 0.01% | +11,982 | 新進 |
| United Services Automobile Association | 11,928 | $22.5 萬 | 0.01% | −1,458−10.9% | 減碼 |
| Csenge Advisory Group | 11,684 | $22.0 萬 | 0.01% | +470+4.2% | 加碼 |
| Beverly Hills Private Wealth, LLC | 11,427 | $21.5 萬 | 0.05% | +153+1.4% | 加碼 |
| Johnson Investment Counsel Inc | 11,425 | $21.5 萬 | 0.00% | −272−2.3% | 減碼 |
| Semanteon Capital Management, LP | 11,122 | $21.0 萬 | 0.13% | +11,122 | 新進 |
| Whitcomb & Hess, Inc. | 11,079 | $20.9 萬 | 0.07% | +144+1.3% | 加碼 |
| Huntington National Bank | 11,002 | $20.7 萬 | 0.00% | −4,083−27.1% | 減碼 |
| Systematic Portfolios LLC | 3,561 | $20.6 萬 | 0.71% | +3,561 | 新進 |
| Stratos Wealth Partners, LTD. | 10,872 | $20.5 萬 | 0.00% | −1,873−14.7% | 減碼 |
| Impact Partnership Wealth, LLC | 10,704 | $20.2 萬 | 0.08% | +10,704 | 新進 |
| Cresset Asset Management, LLC | 10,549 | $19.9 萬 | 0.00% | +10,549 | 新進 |
| Point72 Asia (Singapore) Pte. Ltd. | 10,456 | $19.7 萬 | 0.05% | +10,456 | 新進 |
| Everhart Financial Group, Inc. | 10,248 | $19.3 萬 | 0.06% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 10,288 | $19.1 萬 | 0.00% | +10,288 | 新進 |
| Pinnacle Associates Ltd | 10,040 | $18.9 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 9,336 | $17.6 萬 | 0.00% | −14,801−61.3% | 減碼 |
| Handelsinvest Investeringsforvaltning | 8,780 | $16.5 萬 | 0.08% | −4,558−34.2% | 減碼 |
| DekaBank Deutsche Girozentrale | 7,223 | $13.5 萬 | 0.00% | 00.0% | 不變 |
| S.A. Mason LLC | 6,800 | $12.8 萬 | 0.08% | 00.0% | 不變 |
| Covestor Ltd | 6,575 | $12.4 萬 | 0.08% | +1,269+23.9% | 加碼 |
| Western Pacific Wealth Management, LP | 6,315 | $11.9 萬 | 0.09% | +6,315 | 新進 |
| Umb Bank N A | 5,750 | $10.8 萬 | 0.00% | +5,325+1,252.9% | 加碼 |
| Richardson Financial Services Inc. | 5,270 | $9.93 萬 | 0.07% | +180+3.5% | 加碼 |
| Continuum Advisory, LLC | 4,832 | $9.39 萬 | 0.01% | +4,832 | 新進 |
| FinTrust Capital Advisors, LLC | 4,510 | $8.50 萬 | 0.02% | −640−12.4% | 減碼 |
| Allworth Financial LP | 4,366 | $8.23 萬 | 0.00% | −290−6.2% | 減碼 |
| IFP Advisors, Inc | 4,324 | $8.15 萬 | 0.00% | +213+5.2% | 加碼 |
| Walleye Trading LLC | 4,225 | $7.96 萬 | 0.00% | +4,225 | 新進 |
| Private Trust Co NA | 4,200 | $7.91 萬 | 0.01% | +3,800+950.0% | 加碼 |
| Hexagon Capital Partners LLC | 4,108 | $7.74 萬 | 0.02% | +1,265+44.5% | 加碼 |
| Peoples Bank | 3,679 | $6.93 萬 | 0.05% | 00.0% | 不變 |
| KBC Group NV | 3,584 | $6.80 萬 | 0.00% | −7,651−68.1% | 減碼 |
| Headlands Technologies LLC | 3,566 | $6.72 萬 | 0.02% | +3,566 | 新進 |
| Fifth Third Bancorp | 3,452 | $6.50 萬 | 0.00% | +1,100+46.8% | 加碼 |
| Russell Investments Group, Ltd. | 3,320 | $6.25 萬 | 0.00% | +100+3.1% | 加碼 |
| State of Wyoming | 3,307 | $6.23 萬 | 0.01% | −1,078−24.6% | 減碼 |
| Harbor Investment Advisory, LLC | 3,050 | $5.75 萬 | 0.01% | 00.0% | 不變 |
| Van Eck Associates Corp | 3,031 | $5.70 萬 | 0.00% | +141+4.9% | 加碼 |
| Pflug Koory, LLC | 2,805 | $5.28 萬 | 0.03% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 2,655 | $5.00 萬 | 0.00% | −367−12.1% | 減碼 |
| Global Retirement Partners, LLC | 2,552 | $4.81 萬 | 0.00% | −199−7.2% | 減碼 |
| Abich Financial Wealth Management LLC | 2,359 | $4.44 萬 | 0.03% | +2,359 | 新進 |
| Mather Group, LLC. | 2,263 | $4.41 萬 | 0.00% | +2,263 | 新進 |
| Ancora Advisors, LLC | 2,280 | $4.30 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 2,252 | $4.24 萬 | 0.00% | +105+4.9% | 加碼 |
| Leonteq Securities AG | 2,172 | $4.09 萬 | 0.01% | +1,950+878.4% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 2,125 | $4.00 萬 | 0.02% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 2,122 | $4.00 萬 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 1,935 | $3.64 萬 | 0.00% | +1,935 | 新進 |
| Bessemer Group Inc | 1,872 | $3.50 萬 | 0.00% | +1,551+483.2% | 加碼 |
| Quadrant Capital Group LLC | 1,716 | $3.23 萬 | 0.00% | −400−18.9% | 減碼 |
| Johnson Financial Group, Inc. | 1,655 | $3.12 萬 | 0.00% | −2,755−62.5% | 減碼 |
| Salomon & Ludwin, LLC | 1,568 | $2.95 萬 | 0.00% | +1,240+378.0% | 加碼 |
| Field & Main Bank | 1,500 | $2.83 萬 | 0.01% | 00.0% | 不變 |
| Motco | 1,417 | $2.67 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 1,358 | $2.56 萬 | 0.00% | +344+33.9% | 加碼 |
| GWM Advisors LLC | 1,301 | $2.45 萬 | 0.00% | −523−28.7% | 減碼 |
| LRI Investments, LLC | 1,258 | $2.37 萬 | 0.01% | +1,258 | 新進 |
| First United Bank Trust | 1,233 | $2.32 萬 | 0.01% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 1,198 | $2.26 萬 | 0.00% | −92−7.1% | 減碼 |
| Farmers & Merchants Investments Inc | 1,137 | $2.14 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 1,090 | $2.05 萬 | 0.00% | −247−18.5% | 減碼 |
| Principal Securities, Inc. | 1,065 | $2.01 萬 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 1,016 | $1.90 萬 | 0.00% | −43−4.1% | 減碼 |
| Creative Financial Designs Inc | 1,009 | $1.90 萬 | 0.00% | +8+0.8% | 加碼 |
| Highlander Capital Management, LLC | 1,000 | $1.88 萬 | 0.01% | −400−28.6% | 減碼 |
| Nomura Asset Management Co Ltd | 1,000 | $1.88 萬 | 0.00% | 00.0% | 不變 |
| Rise Advisors, LLC | 895 | $1.69 萬 | 0.01% | +895 | 新進 |