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 3 季 13F 持有人
Wendy's Co 在 2024/9/30 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
- 394
- 較 2024 年第 2 季 +6 家
- 持有股數
- 1.79 億
- 較 2024 年第 2 季 +2,240 萬 (+14.3%)
- 總市值
- $31.3 億
- 較 2024 年第 2 季 +$4.79 億 (+18.1%)
- 新進機構
- 70
- 另有 131 家加碼
- 清倉機構
- 64
- 另有 121 家減碼
另有 4 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Danske Bank A/S | 2,500 | $4.38 萬 | 0.00% | +2,500 | 新進 |
| Northwestern Mutual Wealth Management Co | 2,647 | $4.64 萬 | 0.00% | +500+23.3% | 加碼 |
| AM Squared Ltd | 2,800 | $4.91 萬 | 0.11% | +2,800 | 新進 |
| Pflug Koory, LLC | 2,805 | $4.91 萬 | 0.02% | +2,805 | 新進 |
| Lindbrook Capital, LLC | 2,844 | $4.98 萬 | 0.00% | +1,410+98.3% | 加碼 |
| Geneos Wealth Management Inc. | 3,245 | $5.69 萬 | 0.00% | +3,245 | 新進 |
| KBC Group NV | 3,584 | $6.30 萬 | 0.00% | 00.0% | 不變 |
| Peoples Bank | 3,679 | $6.45 萬 | 0.04% | 00.0% | 不變 |
| Signaturefd, LLC | 3,690 | $6.46 萬 | 0.00% | +1,046+39.6% | 加碼 |
| Russell Investments Group, Ltd. | 3,891 | $6.82 萬 | 0.00% | +1,276+48.8% | 加碼 |
| Quest Partners LLC | 4,217 | $7.39 萬 | 0.01% | −11,279−72.8% | 減碼 |
| IFP Advisors, Inc | 4,259 | $7.46 萬 | 0.00% | +12+0.3% | 加碼 |
| Quadrant Capital Group LLC | 4,327 | $7.58 萬 | 0.01% | −69−1.6% | 減碼 |
| Covestor Ltd | 4,415 | $7.70 萬 | 0.05% | +276+6.7% | 加碼 |
| FinTrust Capital Advisors, LLC | 4,510 | $7.90 萬 | 0.01% | 00.0% | 不變 |
| Richardson Financial Services Inc. | 4,925 | $8.35 萬 | 0.05% | 00.0% | 不變 |
| Sterling Capital Management LLC | 4,883 | $8.55 萬 | 0.00% | +4,883 | 新進 |
| S.A. Mason LLC | 5,000 | $8.76 萬 | 0.05% | −1,800−26.5% | 減碼 |
| Viking Fund Management LLC | 5,000 | $8.76 萬 | 0.01% | 00.0% | 不變 |
| Continuum Advisory, LLC | 4,797 | $8.86 萬 | 0.01% | −85−1.7% | 減碼 |
| Hexagon Capital Partners LLC | 5,432 | $9.52 萬 | 0.02% | +949+21.2% | 加碼 |
| True Wealth Design, LLC | 5,791 | $10.1 萬 | 0.04% | +5,791 | 新進 |
| DekaBank Deutsche Girozentrale | 5,920 | $10.4 萬 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 5,993 | $10.5 萬 | 0.00% | +50+0.8% | 加碼 |
| Venturi Wealth Management, LLC | 6,083 | $10.7 萬 | 0.01% | +4,921+423.5% | 加碼 |
| Western Pacific Wealth Management, LP | 6,315 | $11.1 萬 | 0.07% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 7,341 | $12.9 萬 | 0.00% | −43,663−85.6% | 減碼 |
| Paladin Wealth, LLC | 8,211 | $14.4 萬 | 0.13% | +8,211 | 新進 |
| Brown Brothers Harriman & Co | 9,515 | $16.7 萬 | 0.00% | 00.0% | 不變 |
| Toroso Investments, LLC | 10,133 | $17.8 萬 | 0.00% | −3,733−26.9% | 減碼 |
| Ausdal Financial Partners, Inc. | 10,224 | $17.9 萬 | 0.02% | +10,224 | 新進 |
| Two Sigma Securities, LLC | 10,336 | $18.1 萬 | 0.01% | −14,864−59.0% | 減碼 |
| Csenge Advisory Group | 10,030 | $18.7 萬 | 0.01% | −781−7.2% | 減碼 |
| GW Henssler & Associates Ltd | 10,698 | $18.7 萬 | 0.01% | +10,698 | 新進 |
| Independent Advisor Alliance | 10,915 | $19.1 萬 | 0.01% | −10.0% | 減碼 |
| HB Wealth Management, LLC | 10,995 | $19.3 萬 | 0.00% | +433+4.1% | 加碼 |
| Chicago Partners Investment Group LLC | 10,132 | $19.4 萬 | 0.01% | +10,132 | 新進 |
| Pinnacle Associates Ltd | 10,040 | $19.6 萬 | 0.00% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 11,306 | $19.8 萬 | 0.00% | −672−5.6% | 減碼 |
| Arkadios Wealth Advisors | 11,378 | $19.9 萬 | 0.01% | −6,566−36.6% | 減碼 |
| Whitcomb & Hess, Inc. | 11,393 | $20.0 萬 | 0.06% | +153+1.4% | 加碼 |
| Capital Investment Advisors, LLC | 11,467 | $20.1 萬 | 0.00% | −691−5.7% | 減碼 |
| Johnson Investment Counsel Inc | 11,525 | $20.2 萬 | 0.00% | +100+0.9% | 加碼 |
| Financial Advocates Investment Management | 11,663 | $20.4 萬 | 0.01% | −219−1.8% | 減碼 |
| Probity Advisors, Inc. | 11,689 | $20.5 萬 | 0.04% | +715+6.5% | 加碼 |
| Evoke Wealth, LLC | 11,707 | $20.5 萬 | 0.01% | +11,707 | 新進 |
| Huntington National Bank | 11,844 | $20.8 萬 | 0.00% | +1,256+11.9% | 加碼 |
| King Wealth | 11,873 | $20.8 萬 | 0.03% | −264−2.2% | 減碼 |
| M&T Bank Corp | 11,889 | $20.8 萬 | 0.00% | +11,889 | 新進 |
| nVerses Capital, LLC | 12,100 | $21.2 萬 | 0.10% | +12,100 | 新進 |
| DRW Securities, LLC | 12,530 | $22.0 萬 | 0.01% | +12,530 | 新進 |
| Capital Performance Advisors LLP | 12,565 | $22.0 萬 | 0.07% | +12,565 | 新進 |
| My Legacy Advisors, LLC | 12,719 | $22.3 萬 | 0.09% | −4,763−27.2% | 減碼 |
| Ci Investments Inc. | 12,968 | $22.7 萬 | 0.00% | +855+7.1% | 加碼 |
| Brevan Howard Capital Management LP | 12,984 | $22.7 萬 | 0.01% | +12,984 | 新進 |
| Frank, Rimerman Advisors LLC | 13,088 | $22.9 萬 | 0.02% | −14,068−51.8% | 減碼 |
| Securian Asset Management, Inc | 13,252 | $23.2 萬 | 0.01% | 00.0% | 不變 |
| Proequities, Inc. | 13,457 | $23.6 萬 | 0.01% | −2,048−13.2% | 減碼 |
| Oppenheimer & Co Inc | 13,465 | $23.6 萬 | 0.00% | +13,465 | 新進 |
| Susquehanna International Group, LLP | 13,641 | $23.9 萬 | 0.00% | −14,639−51.8% | 減碼 |
| JustInvest LLC | 13,824 | $24.2 萬 | 0.00% | −1,036−7.0% | 減碼 |
| Lazard Asset Management LLC | 14,185 | $24.6 萬 | 0.00% | −50.0% | 減碼 |
| Crossmark Global Holdings, Inc. | 14,367 | $25.2 萬 | 0.00% | −37−0.3% | 減碼 |
| Janney Montgomery Scott LLC | 14,450 | $25.3 萬 | 0.00% | +318+2.3% | 加碼 |
| Natixis Advisors, L.P. | 14,737 | $25.8 萬 | 0.00% | +14,737 | 新進 |
| Arete Wealth Advisors, LLC | 14,854 | $26.0 萬 | 0.02% | +4,437+42.6% | 加碼 |
| 1st Source Bank | 15,085 | $26.4 萬 | 0.01% | 00.0% | 不變 |
| FSM Wealth Advisors, LLC | 15,307 | $26.8 萬 | 0.07% | −23−0.2% | 減碼 |
| Sym Financial Corp | 15,589 | $27.3 萬 | 0.04% | +1,894+13.8% | 加碼 |
| Avantax Advisory Services, Inc. | 15,941 | $27.9 萬 | 0.00% | +555+3.6% | 加碼 |
| State of Wyoming | 15,973 | $28.0 萬 | 0.04% | +12,851+411.6% | 加碼 |
| Hantz Financial Services, Inc. | 16,222 | $28.4 萬 | 0.01% | +54+0.3% | 加碼 |
| GTS Securities LLC | 16,491 | $28.9 萬 | 0.01% | +16,491 | 新進 |
| Simplex Trading, LLC | 17,037 | $29.8 萬 | 0.01% | −26,557−60.9% | 減碼 |
| Regions Financial Corp | 17,471 | $30.6 萬 | 0.00% | 00.0% | 不變 |
| We Are One Seven, LLC | 18,379 | $32.2 萬 | 0.01% | +692+3.9% | 加碼 |
| Williams Jones Wealth Management, LLC. | 18,500 | $32.4 萬 | 0.00% | 00.0% | 不變 |
| PEAK6 Investments LLC | 18,883 | $33.1 萬 | 0.02% | +18,883 | 新進 |
| Paradigm Financial Partners, LLC | 18,069 | $33.3 萬 | 0.05% | −2,198−10.8% | 減碼 |
| Pathstone Holdings, LLC | 19,033 | $33.3 萬 | 0.00% | +2,986+18.6% | 加碼 |
| Mariner, LLC | 19,154 | $33.6 萬 | 0.00% | −2,496−11.5% | 減碼 |
| State of Alaska, Department of Revenue | 19,827 | $34.7 萬 | 0.00% | +1,345+7.3% | 加碼 |
| Public Employees Retirement Association of Colorado | 19,911 | $34.9 萬 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 19,939 | $34.9 萬 | 0.00% | +1,045+5.5% | 加碼 |
| Stifel Financial Corp | 20,162 | $35.3 萬 | 0.00% | −5,992−22.9% | 減碼 |
| Bank of Nova Scotia | 20,291 | $35.5 萬 | 0.00% | +4,598+29.3% | 加碼 |
| Pictet Asset Management Holding SA | 20,445 | $35.8 萬 | 0.00% | −2,088−9.3% | 減碼 |
| US Bancorp | 20,740 | $36.3 萬 | 0.00% | −1,354−6.1% | 減碼 |
| Kestra Advisory Services, LLC | 21,126 | $37.0 萬 | 0.00% | −3,483−14.2% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 21,391 | $37.5 萬 | 0.00% | −201−0.9% | 減碼 |
| Ariadne Wealth Management, LP | 19,113 | $38.0 萬 | 0.21% | +19,113 | 新進 |
| Park Avenue Securities LLC | 22,078 | $38.7 萬 | 0.00% | −1,584−6.7% | 減碼 |
| Envestnet Asset Management Inc | 22,193 | $38.9 萬 | 0.00% | +7,581+51.9% | 加碼 |
| HSBC Holdings PLC | 22,136 | $39.2 萬 | 0.00% | −40,469−64.6% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 22,460 | $39.4 萬 | 0.11% | +25+0.1% | 加碼 |
| Towerview LLC | 22,500 | $39.4 萬 | 0.25% | 00.0% | 不變 |
| Claro Advisors LLC | 22,501 | $39.4 萬 | 0.05% | +22,501 | 新進 |
| Longfellow Investment Management Co LLC | 22,752 | $39.9 萬 | 0.10% | +138+0.6% | 加碼 |
| The PNC Financial Services Group, Inc. | 22,862 | $40.1 萬 | 0.00% | +36+0.2% | 加碼 |
| Walleye Trading LLC | 23,273 | $40.8 萬 | 0.01% | +4,982+27.2% | 加碼 |