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。
2025 年第 1 季 13F 持有人
Wendy's Co 在 2025/3/31 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
- 424
- 較 2024 年第 4 季 +3 家
- 持有股數
- 1.88 億
- 較 2024 年第 4 季 +290.3 萬 (+1.6%)
- 總市值
- $27.6 億
- 較 2024 年第 4 季 −$2.68 億 (−8.8%)
- 新進機構
- 73
- 另有 172 家加碼
- 清倉機構
- 70
- 另有 113 家減碼
另有 4 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| High Note Wealth, LLC | 2,428 | $3.55 萬 | 0.01% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 2,538 | $3.71 萬 | 0.00% | +1,868+278.8% | 加碼 |
| Geneos Wealth Management Inc. | 2,790 | $4.08 萬 | 0.00% | −405−12.7% | 減碼 |
| Pflug Koory, LLC | 2,805 | $4.10 萬 | 0.02% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 2,910 | $4.26 萬 | 0.01% | −2,367−44.9% | 減碼 |
| Nisa Investment Advisors, LLC | 2,914 | $4.26 萬 | 0.00% | −9,951−77.3% | 減碼 |
| Steward Partners Investment Advisory, LLC | 2,976 | $4.35 萬 | 0.00% | +1,559+110.0% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 3,107 | $4.55 萬 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 3,257 | $4.76 萬 | 0.00% | −8,886−73.2% | 減碼 |
| True Wealth Design, LLC | 3,264 | $4.78 萬 | 0.02% | +1,582+94.1% | 加碼 |
| Continuum Advisory, LLC | 3,284 | $4.80 萬 | 0.01% | +42+1.3% | 加碼 |
| Caitong International Asset Management Co., Ltd | 3,422 | $5.01 萬 | 0.04% | +3,375+7,180.9% | 加碼 |
| Security National Bank | 3,561 | $5.21 萬 | 0.01% | +138+4.0% | 加碼 |
| Peoples Bank | 3,679 | $5.38 萬 | 0.04% | 00.0% | 不變 |
| Signaturefd, LLC | 4,262 | $6.24 萬 | 0.00% | +917+27.4% | 加碼 |
| GAMMA Investing LLC | 4,266 | $6.24 萬 | 0.00% | +2,033+91.0% | 加碼 |
| Richardson Financial Services Inc. | 4,290 | $6.28 萬 | 0.05% | +510+13.5% | 加碼 |
| Canada Pension Plan Investment Board | 4,400 | $6.44 萬 | 0.00% | −25,700−85.4% | 減碼 |
| Covestor Ltd | 5,069 | $7.40 萬 | 0.05% | +1,038+25.8% | 加碼 |
| Sterling Capital Management LLC | 5,179 | $7.58 萬 | 0.00% | −1,446−21.8% | 減碼 |
| Clearstead Advisors, LLC | 5,192 | $7.60 萬 | 0.00% | +5,172+25,860.0% | 加碼 |
| Hillsdale Investment Management Inc. | 5,300 | $7.75 萬 | 0.00% | +2,500+89.3% | 加碼 |
| Tower Research Capital LLC (TRC) | 5,635 | $8.24 萬 | 0.00% | −8,186−59.2% | 減碼 |
| IFP Advisors, Inc | 6,497 | $9.51 萬 | 0.00% | −100−1.5% | 減碼 |
| DekaBank Deutsche Girozentrale | 7,223 | $10.5 萬 | 0.00% | +1,303+22.0% | 加碼 |
| Jones Financial Companies LLLP | 7,484 | $10.9 萬 | 0.00% | +996+15.4% | 加碼 |
| Russell Investments Group, Ltd. | 7,821 | $11.4 萬 | 0.00% | +4,834+161.8% | 加碼 |
| Viking Fund Management LLC | 8,000 | $11.7 萬 | 0.02% | +3,000+60.0% | 加碼 |
| Bayforest Capital Ltd | 8,036 | $11.8 萬 | 0.05% | −8,526−51.5% | 減碼 |
| Quarry LP | 8,405 | $12.3 萬 | 0.03% | −2,568−23.4% | 減碼 |
| Umb Bank N A | 8,475 | $12.4 萬 | 0.00% | +2,146+33.9% | 加碼 |
| KBC Group NV | 8,657 | $12.7 萬 | 0.00% | +2,555+41.9% | 加碼 |
| The PNC Financial Services Group, Inc. | 8,961 | $13.1 萬 | 0.00% | −10,562−54.1% | 減碼 |
| MAI Capital Management | 9,181 | $13.4 萬 | 0.00% | +46+0.5% | 加碼 |
| Pinnacle Associates Ltd | 10,040 | $14.7 萬 | 0.00% | 00.0% | 不變 |
| Everhart Financial Group, Inc. | 10,101 | $14.8 萬 | 0.02% | +10,101 | 新進 |
| Prelude Capital Management, LLC | 10,155 | $14.9 萬 | 0.01% | +10,155 | 新進 |
| Lazard Asset Management LLC | 10,220 | $14.9 萬 | 0.00% | +2,022+24.7% | 加碼 |
| Chicago Partners Investment Group LLC | 12,844 | $15.1 萬 | 0.01% | −5,119−28.5% | 減碼 |
| denkapparat Operations GmbH | 10,338 | $15.1 萬 | 0.16% | +10,338 | 新進 |
| Sanctuary Advisors, LLC | 10,544 | $15.4 萬 | 0.00% | −22,510−68.1% | 減碼 |
| Capital Performance Advisors LLP | 10,660 | $15.6 萬 | 0.03% | −1,209−10.2% | 減碼 |
| GW Henssler & Associates Ltd | 10,698 | $15.7 萬 | 0.01% | 00.0% | 不變 |
| State of Wyoming | 10,862 | $15.9 萬 | 0.02% | −1,335−10.9% | 減碼 |
| NorthCrest Asset Manangement, LLC | 10,873 | $15.9 萬 | 0.00% | −399−3.5% | 減碼 |
| Claro Advisors LLC | 10,887 | $15.9 萬 | 0.02% | −75−0.7% | 減碼 |
| Global Assets Advisory, LLC | 12,000 | $16.1 萬 | 0.03% | +12,000 | 新進 |
| Independent Advisor Alliance | 11,019 | $16.1 萬 | 0.01% | −19−0.2% | 減碼 |
| United Services Automobile Association | 11,021 | $16.1 萬 | 0.00% | +11,021 | 新進 |
| Coldstream Capital Management Inc | 11,124 | $16.3 萬 | 0.00% | +11,124 | 新進 |
| Foundations Investment Advisors, LLC | 11,249 | $16.5 萬 | 0.00% | +69+0.6% | 加碼 |
| Johnson Investment Counsel Inc | 11,425 | $16.7 萬 | 0.00% | −18−0.2% | 減碼 |
| Financial Advocates Investment Management | 11,438 | $16.7 萬 | 0.01% | +25+0.2% | 加碼 |
| GWM Advisors LLC | 11,547 | $16.9 萬 | 0.00% | −1,807−13.5% | 減碼 |
| Whitcomb & Hess, Inc. | 11,604 | $17.0 萬 | 0.05% | +263+2.3% | 加碼 |
| Prudential Financial Inc | 11,620 | $17.0 萬 | 0.00% | +11,620 | 新進 |
| HSBC Holdings PLC | 11,723 | $17.1 萬 | 0.00% | +11,723 | 新進 |
| Susquehanna International Group, LLP | 11,816 | $17.3 萬 | 0.00% | −7,654−39.3% | 減碼 |
| Sendero Wealth Management, LLC | 12,007 | $17.6 萬 | 0.02% | +12,007 | 新進 |
| My Legacy Advisors, LLC | 12,060 | $17.6 萬 | 0.07% | −334−2.7% | 減碼 |
| Capital Investment Advisors, LLC | 12,142 | $17.8 萬 | 0.00% | +190+1.6% | 加碼 |
| Jain Global LLC | 12,300 | $18.0 萬 | 0.00% | +12,300 | 新進 |
| Two Sigma Securities, LLC | 12,519 | $18.3 萬 | 0.03% | +12,519 | 新進 |
| Warren Averett Asset Management, LLC | 12,547 | $18.4 萬 | 0.00% | +12,547 | 新進 |
| Ausdal Financial Partners, Inc. | 12,837 | $18.8 萬 | 0.01% | +1,605+14.3% | 加碼 |
| Securian Asset Management, Inc | 12,944 | $18.9 萬 | 0.01% | 00.0% | 不變 |
| Gabelli & Co Investment Advisers, Inc. | 13,000 | $19.0 萬 | 0.03% | 00.0% | 不變 |
| Western Pacific Wealth Management, LP | 13,055 | $19.1 萬 | 0.17% | +3,620+38.4% | 加碼 |
| Huntington National Bank | 13,323 | $19.5 萬 | 0.00% | +2,335+21.3% | 加碼 |
| Kestra Advisory Services, LLC | 13,555 | $19.8 萬 | 0.00% | −8,818−39.4% | 減碼 |
| Catalyst Funds Management Pty Ltd | 13,604 | $19.9 萬 | 0.05% | +13,604 | 新進 |
| Paradigm Financial Partners, LLC | 13,618 | $19.9 萬 | 0.02% | +1,002+7.9% | 加碼 |
| Evoke Wealth, LLC | 13,882 | $20.3 萬 | 0.01% | +3,253+30.6% | 加碼 |
| Miller Financial Services LLC | 14,056 | $20.6 萬 | 0.30% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 14,101 | $20.6 萬 | 0.01% | +10,623+305.4% | 加碼 |
| Crossmark Global Holdings, Inc. | 14,406 | $21.1 萬 | 0.00% | +83+0.6% | 加碼 |
| CIBC Private Wealth Group, LLC | 17,008 | $21.1 萬 | 0.00% | −582−3.3% | 減碼 |
| US Bancorp | 14,500 | $21.2 萬 | 0.00% | −3,817−20.8% | 減碼 |
| Towerview LLC | 14,500 | $21.2 萬 | 0.15% | +2,500+20.8% | 加碼 |
| Pathstone Holdings, LLC | 14,544 | $21.3 萬 | 0.00% | −7,290−33.4% | 減碼 |
| Optimist Retirement Group LLC | 14,734 | $21.6 萬 | 0.11% | +14,734 | 新進 |
| ESL Trust Services, LLC | 14,866 | $21.7 萬 | 0.05% | 00.0% | 不變 |
| 1st Source Bank | 15,085 | $22.1 萬 | 0.01% | 00.0% | 不變 |
| Stephens Inc | 15,339 | $22.4 萬 | 0.00% | +15,339 | 新進 |
| Cresset Asset Management, LLC | 15,380 | $22.5 萬 | 0.00% | +15,380 | 新進 |
| Syon Capital LLC | 15,559 | $22.8 萬 | 0.02% | +15,559 | 新進 |
| M&T Bank Corp | 15,677 | $22.9 萬 | 0.00% | +5,163+49.1% | 加碼 |
| Schonfeld Strategic Advisors LLC | 15,676 | $22.9 萬 | 0.00% | −78,646−83.4% | 減碼 |
| Total Wealth Planning & Management, Inc. | 16,100 | $23.6 萬 | 0.24% | 00.0% | 不變 |
| FSM Wealth Advisors, LLC | 16,207 | $23.7 萬 | 0.05% | +842+5.5% | 加碼 |
| Prosperity Consulting Group, LLC | 16,856 | $24.7 萬 | 0.02% | −218−1.3% | 減碼 |
| HB Wealth Management, LLC | 16,922 | $24.8 萬 | 0.00% | +6,557+63.3% | 加碼 |
| Sherbrooke Park Advisers LLC | 17,074 | $25.0 萬 | 0.12% | +17,074 | 新進 |
| Lido Advisors, LLC | 17,084 | $25.0 萬 | 0.00% | −50.0% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 17,251 | $25.2 萬 | 0.00% | +17,251 | 新進 |
| Regions Financial Corp | 17,471 | $25.6 萬 | 0.00% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 17,937 | $26.2 萬 | 0.00% | +2,303+14.7% | 加碼 |
| Evergreen Capital Management LLC | 18,010 | $26.3 萬 | 0.01% | +7,241+67.2% | 加碼 |
| Winton Group Ltd | 18,155 | $26.6 萬 | 0.02% | −348−1.9% | 減碼 |
| Miracle Mile Advisors, LLC | 18,409 | $26.9 萬 | 0.01% | −3,468−15.9% | 減碼 |