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 2 季 13F 持有人
Wendy's Co 在 2024/6/30 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
- 392
- 較 2024 年第 1 季 +34 家
- 持有股數
- 1.76 億
- 較 2024 年第 1 季 +83.5 萬 (+0.5%)
- 總市值
- $29.8 億
- 較 2024 年第 1 季 −$3.16 億 (−9.6%)
- 新進機構
- 76
- 另有 130 家加碼
- 清倉機構
- 42
- 另有 119 家減碼
另有 6 家機構在 2024 年第 1 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Ancora Advisors, LLC | 2,280 | $3.87 萬 | 0.00% | 00.0% | 不變 |
| Leonteq Securities AG | 2,384 | $4.04 萬 | 0.01% | +212+9.8% | 加碼 |
| Global Retirement Partners, LLC | 2,556 | $4.33 萬 | 0.00% | +4+0.2% | 加碼 |
| Russell Investments Group, Ltd. | 2,615 | $4.43 萬 | 0.00% | −705−21.2% | 減碼 |
| Mather Group, LLC. | 2,363 | $4.45 萬 | 0.00% | +100+4.4% | 加碼 |
| Signaturefd, LLC | 2,644 | $4.49 萬 | 0.00% | +1,286+94.7% | 加碼 |
| Van Eck Associates Corp | 2,760 | $4.70 萬 | 0.00% | −271−8.9% | 減碼 |
| Harbor Investment Advisory, LLC | 3,050 | $5.17 萬 | 0.01% | 00.0% | 不變 |
| State of Wyoming | 3,122 | $5.29 萬 | 0.01% | −185−5.6% | 減碼 |
| KBC Group NV | 3,584 | $6.10 萬 | 0.00% | 00.0% | 不變 |
| Peoples Bank | 3,679 | $6.24 萬 | 0.05% | 00.0% | 不變 |
| Allworth Financial LP | 3,878 | $6.85 萬 | 0.00% | −488−11.2% | 減碼 |
| Covestor Ltd | 4,139 | $7.00 萬 | 0.05% | −2,436−37.0% | 減碼 |
| IFP Advisors, Inc | 4,247 | $7.20 萬 | 0.00% | −77−1.8% | 減碼 |
| Quadrant Capital Group LLC | 4,396 | $7.46 萬 | 0.01% | +2,680+156.2% | 加碼 |
| Hexagon Capital Partners LLC | 4,483 | $7.60 萬 | 0.02% | +375+9.1% | 加碼 |
| FinTrust Capital Advisors, LLC | 4,510 | $7.65 萬 | 0.01% | 00.0% | 不變 |
| Continuum Advisory, LLC | 4,882 | $8.28 萬 | 0.01% | +50+1.0% | 加碼 |
| Richardson Financial Services Inc. | 4,925 | $8.35 萬 | 0.06% | −345−6.5% | 減碼 |
| Viking Fund Management LLC | 5,000 | $8.48 萬 | 0.02% | +5,000 | 新進 |
| Caption Management, LLC | 5,000 | $8.48 萬 | 0.01% | +5,000 | 新進 |
| DekaBank Deutsche Girozentrale | 5,920 | $10.0 萬 | 0.00% | −1,303−18.0% | 減碼 |
| Umb Bank N A | 5,943 | $10.1 萬 | 0.00% | +193+3.4% | 加碼 |
| Western Pacific Wealth Management, LP | 6,315 | $10.7 萬 | 0.08% | 00.0% | 不變 |
| S.A. Mason LLC | 6,800 | $11.5 萬 | 0.07% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 9,515 | $16.1 萬 | 0.00% | +9,515 | 新進 |
| Pinnacle Associates Ltd | 10,040 | $17.0 萬 | 0.00% | 00.0% | 不變 |
| Buckingham Strategic Wealth, LLC | 10,089 | $17.1 萬 | 0.00% | +10,089 | 新進 |
| Everhart Financial Group, Inc. | 10,248 | $17.4 萬 | 0.05% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 10,417 | $17.6 萬 | 0.01% | +10,417 | 新進 |
| Stephens Inc | 10,548 | $17.9 萬 | 0.00% | +10,548 | 新進 |
| HB Wealth Management, LLC | 10,562 | $17.9 萬 | 0.00% | −4,240−28.6% | 減碼 |
| Huntington National Bank | 10,588 | $18.0 萬 | 0.00% | −414−3.8% | 減碼 |
| Csenge Advisory Group | 10,811 | $18.3 萬 | 0.01% | −873−7.5% | 減碼 |
| Independent Advisor Alliance | 10,916 | $18.5 萬 | 0.01% | +10,916 | 新進 |
| Probity Advisors, Inc. | 10,974 | $18.6 萬 | 0.04% | +10,974 | 新進 |
| Whitcomb & Hess, Inc. | 11,240 | $19.1 萬 | 0.06% | +161+1.5% | 加碼 |
| Johnson Investment Counsel Inc | 11,425 | $19.4 萬 | 0.00% | 00.0% | 不變 |
| Financial Advocates Investment Management | 11,882 | $20.2 萬 | 0.01% | −3,528−22.9% | 減碼 |
| United Services Automobile Association | 11,928 | $20.2 萬 | 0.01% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 11,978 | $20.3 萬 | 0.00% | +11,978 | 新進 |
| Ci Investments Inc. | 12,113 | $20.5 萬 | 0.00% | −504−4.0% | 減碼 |
| King Wealth | 12,137 | $20.6 萬 | 0.03% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 12,158 | $20.6 萬 | 0.00% | +167+1.4% | 加碼 |
| Becker Capital Management Inc | 12,235 | $20.8 萬 | 0.01% | 00.0% | 不變 |
| Private Advisor Group, LLC | 12,306 | $20.9 萬 | 0.00% | −1,059−7.9% | 減碼 |
| Gabelli & Co Investment Advisers, Inc. | 13,000 | $22.0 萬 | 0.04% | 00.0% | 不變 |
| Savant Capital, LLC | 13,202 | $22.4 萬 | 0.00% | −116,281−89.8% | 減碼 |
| Securian Asset Management, Inc | 13,252 | $22.5 萬 | 0.01% | −487−3.5% | 減碼 |
| Maryland State Retirement & Pension System | 13,617 | $23.1 萬 | 0.00% | 00.0% | 不變 |
| Sym Financial Corp | 13,695 | $23.2 萬 | 0.04% | +13,695 | 新進 |
| Toroso Investments, LLC | 13,866 | $23.5 萬 | 0.00% | −2,213−13.8% | 減碼 |
| Janney Montgomery Scott LLC | 14,132 | $24.0 萬 | 0.00% | −1,038−6.8% | 減碼 |
| Lazard Asset Management LLC | 14,190 | $24.0 萬 | 0.00% | +14,190 | 新進 |
| JustInvest LLC | 14,860 | $24.4 萬 | 0.00% | +2,071+16.2% | 加碼 |
| Crossmark Global Holdings, Inc. | 14,404 | $24.5 萬 | 0.00% | −804−5.3% | 減碼 |
| MQS Management LLC | 14,607 | $24.8 萬 | 0.15% | +14,607 | 新進 |
| Envestnet Asset Management Inc | 14,612 | $24.8 萬 | 0.00% | −265,391−94.8% | 減碼 |
| Merit Financial Group, LLC | 14,647 | $24.8 萬 | 0.01% | +14,647 | 新進 |
| Intech Investment Management LLC | 14,820 | $25.1 萬 | 0.00% | +14,820 | 新進 |
| Optimist Retirement Group LLC | 14,951 | $25.4 萬 | 0.13% | +14,951 | 新進 |
| 1st Source Bank | 15,085 | $25.6 萬 | 0.01% | 00.0% | 不變 |
| FSM Wealth Advisors, LLC | 15,330 | $26.0 萬 | 0.09% | +30+0.2% | 加碼 |
| Avantax Advisory Services, Inc. | 15,386 | $26.1 萬 | 0.00% | +15,386 | 新進 |
| Quest Partners LLC | 15,496 | $26.3 萬 | 0.04% | −71,362−82.2% | 減碼 |
| Proequities, Inc. | 15,505 | $26.3 萬 | 0.02% | −629−3.9% | 減碼 |
| EntryPoint Capital, LLC | 15,666 | $26.6 萬 | 0.12% | +15,666 | 新進 |
| Bank of Nova Scotia | 15,693 | $26.6 萬 | 0.00% | −3,081−16.4% | 減碼 |
| Gries Financial LLC | 15,759 | $26.7 萬 | 0.05% | +15,759 | 新進 |
| Pathstone Holdings, LLC | 16,047 | $27.2 萬 | 0.00% | −677−4.0% | 減碼 |
| Hantz Financial Services, Inc. | 16,168 | $27.4 萬 | 0.01% | +57+0.4% | 加碼 |
| Burney Co | 16,288 | $27.6 萬 | 0.01% | −45,880−73.8% | 減碼 |
| Omers Administration Corp | 16,600 | $28.2 萬 | 0.00% | +16,600 | 新進 |
| Great Valley Advisor Group, Inc. | 16,900 | $28.7 萬 | 0.01% | −100−0.6% | 減碼 |
| Hardy Reed LLC | 17,110 | $29.0 萬 | 0.03% | +17,110 | 新進 |
| Regions Financial Corp | 17,471 | $29.6 萬 | 0.00% | 00.0% | 不變 |
| My Legacy Advisors, LLC | 17,482 | $29.6 萬 | 0.09% | +364+2.1% | 加碼 |
| Algert Global LLC | 17,599 | $29.8 萬 | 0.01% | +17,599 | 新進 |
| CIBC Private Wealth Group, LLC | 18,894 | $29.9 萬 | 0.00% | +8,606+83.7% | 加碼 |
| We Are One Seven, LLC | 17,687 | $30.0 萬 | 0.01% | +159+0.9% | 加碼 |
| ClearAlpha Technologies LP | 17,710 | $30.0 萬 | 0.12% | +17,710 | 新進 |
| Private Wealth Strategies, L.L.C. | 17,869 | $30.3 萬 | 0.06% | +10.0% | 加碼 |
| Arkadios Wealth Advisors | 17,944 | $30.4 萬 | 0.02% | −2,106−10.5% | 減碼 |
| Petrus Trust Company, LTA | 18,210 | $30.9 萬 | 0.03% | −14,951−45.1% | 減碼 |
| Walleye Trading LLC | 18,291 | $31.0 萬 | 0.01% | +14,066+332.9% | 加碼 |
| State of Alaska, Department of Revenue | 18,482 | $31.3 萬 | 0.00% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 18,500 | $31.4 萬 | 0.00% | −300−1.6% | 減碼 |
| Buckingham Strategic Partners | 19,222 | $32.6 萬 | 0.01% | +3,248+20.3% | 加碼 |
| Public Employees Retirement Association of Colorado | 19,911 | $33.8 萬 | 0.00% | 00.0% | 不變 |
| Paradigm Financial Partners, LLC | 20,267 | $34.4 萬 | 0.05% | +217+1.1% | 加碼 |
| Wolverine Trading, LLC | 20,425 | $34.6 萬 | 0.01% | +7,969+64.0% | 加碼 |
| Citigroup Inc | 21,498 | $36.5 萬 | 0.00% | −172,757−88.9% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 21,592 | $36.6 萬 | 0.00% | −939−4.2% | 減碼 |
| Mariner, LLC | 21,650 | $36.7 萬 | 0.00% | +3,293+17.9% | 加碼 |
| Empowered Funds, LLC | 21,979 | $37.3 萬 | 0.01% | +21,979 | 新進 |
| US Bancorp | 22,094 | $37.5 萬 | 0.00% | −181−0.8% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 22,435 | $38.0 萬 | 0.11% | +2,515+12.6% | 加碼 |
| Towerview LLC | 22,500 | $38.2 萬 | 0.25% | −5,000−18.2% | 減碼 |
| Pictet Asset Management Holding SA | 22,533 | $38.2 萬 | 0.00% | 00.0% | 不變 |
| Longfellow Investment Management Co LLC | 22,614 | $38.4 萬 | 0.10% | +5,168+29.6% | 加碼 |