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 4 季 13F 持有人
Wendy's Co 在 2024/12/31 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
- 425
- 較 2024 年第 3 季 +38 家
- 持有股數
- 1.86 億
- 較 2024 年第 3 季 +814.1 萬 (+4.6%)
- 總市值
- $30.4 億
- 較 2024 年第 3 季 −$8,472 萬 (−2.7%)
- 新進機構
- 86
- 另有 137 家加碼
- 清倉機構
- 48
- 另有 140 家減碼
另有 7 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Pflug Koory, LLC | 2,805 | $4.57 萬 | 0.02% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 2,987 | $4.87 萬 | 0.00% | −904−23.2% | 減碼 |
| Parallel Advisors, LLC | 2,990 | $4.87 萬 | 0.00% | +880+41.7% | 加碼 |
| Leonteq Securities AG | 3,071 | $5.01 萬 | 0.00% | +982+47.0% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 3,107 | $5.06 萬 | 0.00% | +985+46.4% | 加碼 |
| Geneos Wealth Management Inc. | 3,195 | $5.21 萬 | 0.00% | −50−1.5% | 減碼 |
| Continuum Advisory, LLC | 3,242 | $5.28 萬 | 0.01% | −1,555−32.4% | 減碼 |
| Signaturefd, LLC | 3,345 | $5.45 萬 | 0.00% | −345−9.3% | 減碼 |
| Security National Bank | 3,423 | $5.58 萬 | 0.01% | +3,423 | 新進 |
| Quadrant Capital Group LLC | 3,478 | $5.67 萬 | 0.00% | −849−19.6% | 減碼 |
| S.A. Mason LLC | 3,600 | $5.87 萬 | 0.03% | −1,400−28.0% | 減碼 |
| Peoples Bank | 3,679 | $5.99 萬 | 0.04% | 00.0% | 不變 |
| Richardson Financial Services Inc. | 3,780 | $6.15 萬 | 0.04% | −1,145−23.2% | 減碼 |
| Covestor Ltd | 4,031 | $6.60 萬 | 0.04% | −384−8.7% | 減碼 |
| New Age Alpha Advisors, LLC | 4,131 | $6.73 萬 | 0.00% | +4,131 | 新進 |
| Headlands Technologies LLC | 4,238 | $6.91 萬 | 0.01% | −23,113−84.5% | 減碼 |
| Viking Fund Management LLC | 5,000 | $8.15 萬 | 0.01% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 5,277 | $8.60 萬 | 0.02% | −155−2.9% | 減碼 |
| DekaBank Deutsche Girozentrale | 5,920 | $9.70 萬 | 0.00% | 00.0% | 不變 |
| KBC Group NV | 6,102 | $9.90 萬 | 0.00% | +2,518+70.3% | 加碼 |
| Umb Bank N A | 6,329 | $10.3 萬 | 0.00% | +336+5.6% | 加碼 |
| Jones Financial Companies LLLP | 6,488 | $10.6 萬 | 0.00% | +5,251+424.5% | 加碼 |
| IFP Advisors, Inc | 6,597 | $10.8 萬 | 0.00% | +2,338+54.9% | 加碼 |
| Sterling Capital Management LLC | 6,625 | $10.8 萬 | 0.00% | +1,742+35.7% | 加碼 |
| Venturi Wealth Management, LLC | 7,749 | $12.6 萬 | 0.01% | +1,666+27.4% | 加碼 |
| Lazard Asset Management LLC | 8,198 | $13.3 萬 | 0.00% | −5,987−42.2% | 減碼 |
| MAI Capital Management | 9,135 | $14.9 萬 | 0.00% | +9,135 | 新進 |
| Western Pacific Wealth Management, LP | 9,435 | $15.4 萬 | 0.12% | +3,120+49.4% | 加碼 |
| Pinnacle Associates Ltd | 10,040 | $16.4 萬 | 0.00% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 10,076 | $16.4 萬 | 0.00% | −4,374−30.3% | 減碼 |
| JustInvest LLC | 10,173 | $16.6 萬 | 0.00% | −3,651−26.4% | 減碼 |
| Buckingham Strategic Partners | 10,194 | $16.6 萬 | 0.00% | −13,450−56.9% | 減碼 |
| HB Wealth Management, LLC | 10,365 | $16.9 萬 | 0.00% | −630−5.7% | 減碼 |
| Vise Technologies, Inc. | 10,469 | $17.1 萬 | 0.01% | +10,469 | 新進 |
| M&T Bank Corp | 10,514 | $17.1 萬 | 0.00% | −1,375−11.6% | 減碼 |
| Magnetar Financial LLC | 10,629 | $17.3 萬 | 0.00% | +10,629 | 新進 |
| Evoke Wealth, LLC | 10,629 | $17.3 萬 | 0.00% | −1,078−9.2% | 減碼 |
| Voloridge Investment Management, LLC | 10,633 | $17.3 萬 | 0.00% | +10,633 | 新進 |
| Evergreen Capital Management LLC | 10,769 | $17.6 萬 | 0.01% | +10,769 | 新進 |
| Claro Advisors LLC | 10,962 | $17.9 萬 | 0.02% | −11,539−51.3% | 減碼 |
| Quarry LP | 10,973 | $17.9 萬 | 0.04% | +10,973 | 新進 |
| Proequities, Inc. | 12,626 | $17.9 萬 | 0.01% | −831−6.2% | 減碼 |
| Huntington National Bank | 10,988 | $17.9 萬 | 0.00% | −856−7.2% | 減碼 |
| Independent Advisor Alliance | 11,038 | $18.0 萬 | 0.00% | +123+1.1% | 加碼 |
| Walleye Capital LLC | 11,081 | $18.1 萬 | 0.00% | −36,533−76.7% | 減碼 |
| Foundations Investment Advisors, LLC | 11,180 | $18.2 萬 | 0.00% | −126−1.1% | 減碼 |
| Ausdal Financial Partners, Inc. | 11,232 | $18.3 萬 | 0.02% | +1,008+9.9% | 加碼 |
| NorthCrest Asset Manangement, LLC | 11,272 | $18.4 萬 | 0.01% | +11,272 | 新進 |
| Whitcomb & Hess, Inc. | 11,341 | $18.5 萬 | 0.06% | −52−0.5% | 減碼 |
| Financial Advocates Investment Management | 11,413 | $18.6 萬 | 0.01% | −250−2.1% | 減碼 |
| Johnson Investment Counsel Inc | 11,443 | $18.7 萬 | 0.00% | −82−0.7% | 減碼 |
| GW Henssler & Associates Ltd | 10,698 | $18.7 萬 | 0.01% | 00.0% | 不變 |
| My Legacy Advisors, LLC | 12,394 | $18.8 萬 | 0.07% | −325−2.6% | 減碼 |
| Allegiance Financial Group Advisory Services LLC | 11,745 | $19.1 萬 | 0.06% | +11,745 | 新進 |
| Capital Performance Advisors LLP | 11,869 | $19.3 萬 | 0.06% | −696−5.5% | 減碼 |
| Capital Investment Advisors, LLC | 11,952 | $19.5 萬 | 0.00% | +485+4.2% | 加碼 |
| Towerview LLC | 12,000 | $19.6 萬 | 0.14% | −10,500−46.7% | 減碼 |
| SRS Capital Advisors, Inc. | 12,143 | $19.8 萬 | 0.01% | +10,881+862.2% | 加碼 |
| Northwestern Mutual Wealth Management Co | 12,166 | $19.8 萬 | 0.00% | +9,519+359.6% | 加碼 |
| State of Wyoming | 12,197 | $19.9 萬 | 0.03% | −3,776−23.6% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 12,430 | $20.3 萬 | 0.01% | −41,713−77.0% | 減碼 |
| Paradigm Financial Partners, LLC | 12,616 | $20.6 萬 | 0.03% | −5,453−30.2% | 減碼 |
| Nisa Investment Advisors, LLC | 12,865 | $21.0 萬 | 0.00% | −14,000−52.1% | 減碼 |
| Securian Asset Management, Inc | 12,944 | $21.1 萬 | 0.01% | −308−2.3% | 減碼 |
| Gabelli & Co Investment Advisers, Inc. | 13,000 | $21.2 萬 | 0.04% | +13,000 | 新進 |
| FORA Capital, LLC | 13,002 | $21.2 萬 | 0.02% | −13,523−51.0% | 減碼 |
| Krilogy Financial LLC | 13,003 | $21.2 萬 | 0.01% | +13,003 | 新進 |
| Occudo Quantitative Strategies LP | 13,185 | $21.5 萬 | 0.04% | +13,185 | 新進 |
| Jump Financial, LLC | 13,271 | $21.6 萬 | 0.00% | +13,271 | 新進 |
| Elo Mutual Pension Insurance Co | 13,305 | $21.7 萬 | 0.00% | +13,305 | 新進 |
| GWM Advisors LLC | 13,354 | $21.8 萬 | 0.00% | +13,097+5,096.1% | 加碼 |
| ISAM Funds (UK) Ltd | 13,548 | $22.1 萬 | 0.16% | +13,548 | 新進 |
| Tower Research Capital LLC (TRC) | 13,821 | $22.5 萬 | 0.00% | +6,480+88.3% | 加碼 |
| FSM Wealth Advisors, LLC | 15,365 | $22.8 萬 | 0.06% | +58+0.4% | 加碼 |
| Miller Financial Services LLC | 14,056 | $22.9 萬 | 0.19% | +14,056 | 新進 |
| Probity Advisors, Inc. | 14,253 | $23.2 萬 | 0.04% | +2,564+21.9% | 加碼 |
| Integrated Wealth Concepts LLC | 14,260 | $23.2 萬 | 0.00% | +14,260 | 新進 |
| Crossmark Global Holdings, Inc. | 14,323 | $23.4 萬 | 0.00% | −44−0.3% | 減碼 |
| Wolverine Trading, LLC | 14,488 | $23.6 萬 | 0.01% | −17,477−54.7% | 減碼 |
| ESL Trust Services, LLC | 14,866 | $24.2 萬 | 0.05% | +14,866 | 新進 |
| 1st Source Bank | 15,085 | $24.6 萬 | 0.01% | 00.0% | 不變 |
| Sym Financial Corp | 15,091 | $24.6 萬 | 0.03% | −498−3.2% | 減碼 |
| Toroso Investments, LLC | 15,403 | $25.1 萬 | 0.00% | +5,270+52.0% | 加碼 |
| Natixis Advisors, L.P. | 15,634 | $25.5 萬 | 0.00% | +897+6.1% | 加碼 |
| Sciencast Management LP | 15,734 | $25.6 萬 | 0.07% | +15,734 | 新進 |
| Total Wealth Planning & Management, Inc. | 16,100 | $26.2 萬 | 0.26% | +16,100 | 新進 |
| SG Americas Securities, LLC | 16,401 | $26.7 萬 | 0.00% | −13,621−45.4% | 減碼 |
| CIBC Private Wealth Group, LLC | 17,590 | $26.7 萬 | 0.00% | −2,349−11.8% | 減碼 |
| Bayforest Capital Ltd | 16,562 | $27.0 萬 | 0.34% | +16,562 | 新進 |
| Chicago Partners Investment Group LLC | 17,963 | $27.3 萬 | 0.01% | +7,831+77.3% | 加碼 |
| R Squared Ltd | 16,782 | $27.4 萬 | 0.27% | +16,782 | 新進 |
| Prosperity Consulting Group, LLC | 17,074 | $27.8 萬 | 0.02% | −17,034−49.9% | 減碼 |
| Lido Advisors, LLC | 17,089 | $27.9 萬 | 0.00% | +17,089 | 新進 |
| Poinciana Advisors Group, LLC | 17,444 | $28.4 萬 | 0.29% | +17,444 | 新進 |
| Regions Financial Corp | 17,471 | $28.5 萬 | 0.00% | 00.0% | 不變 |
| Blueshift Asset Management, LLC | 17,529 | $28.6 萬 | 0.10% | −43,177−71.1% | 減碼 |
| Polymer Capital Management (US) LLC | 17,582 | $28.7 萬 | 0.09% | +17,582 | 新進 |
| Dark Forest Capital Management LP | 17,947 | $29.3 萬 | 0.04% | +17,947 | 新進 |
| We Are One Seven, LLC | 18,233 | $29.7 萬 | 0.01% | −146−0.8% | 減碼 |
| US Bancorp | 18,317 | $29.9 萬 | 0.00% | −2,423−11.7% | 減碼 |