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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 6,497 | $9.51 萬 | 0.00% | −100−1.5% | 減碼 |
| Tower Research Capital LLC (TRC) | 5,635 | $8.24 萬 | 0.00% | −8,186−59.2% | 減碼 |
| Hillsdale Investment Management Inc. | 5,300 | $7.75 萬 | 0.00% | +2,500+89.3% | 加碼 |
| Clearstead Advisors, LLC | 5,192 | $7.60 萬 | 0.00% | +5,172+25,860.0% | 加碼 |
| Sterling Capital Management LLC | 5,179 | $7.58 萬 | 0.00% | −1,446−21.8% | 減碼 |
| Covestor Ltd | 5,069 | $7.40 萬 | 0.05% | +1,038+25.8% | 加碼 |
| Canada Pension Plan Investment Board | 4,400 | $6.44 萬 | 0.00% | −25,700−85.4% | 減碼 |
| Richardson Financial Services Inc. | 4,290 | $6.28 萬 | 0.05% | +510+13.5% | 加碼 |
| GAMMA Investing LLC | 4,266 | $6.24 萬 | 0.00% | +2,033+91.0% | 加碼 |
| Signaturefd, LLC | 4,262 | $6.24 萬 | 0.00% | +917+27.4% | 加碼 |
| Peoples Bank | 3,679 | $5.38 萬 | 0.04% | 00.0% | 不變 |
| Security National Bank | 3,561 | $5.21 萬 | 0.01% | +138+4.0% | 加碼 |
| Caitong International Asset Management Co., Ltd | 3,422 | $5.01 萬 | 0.04% | +3,375+7,180.9% | 加碼 |
| Continuum Advisory, LLC | 3,284 | $4.80 萬 | 0.01% | +42+1.3% | 加碼 |
| True Wealth Design, LLC | 3,264 | $4.78 萬 | 0.02% | +1,582+94.1% | 加碼 |
| SRS Capital Advisors, Inc. | 3,257 | $4.76 萬 | 0.00% | −8,886−73.2% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 3,107 | $4.55 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 2,976 | $4.35 萬 | 0.00% | +1,559+110.0% | 加碼 |
| Nisa Investment Advisors, LLC | 2,914 | $4.26 萬 | 0.00% | −9,951−77.3% | 減碼 |
| Hexagon Capital Partners LLC | 2,910 | $4.26 萬 | 0.01% | −2,367−44.9% | 減碼 |
| Pflug Koory, LLC | 2,805 | $4.10 萬 | 0.02% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 2,790 | $4.08 萬 | 0.00% | −405−12.7% | 減碼 |
| EverSource Wealth Advisors, LLC | 2,538 | $3.71 萬 | 0.00% | +1,868+278.8% | 加碼 |
| High Note Wealth, LLC | 2,428 | $3.55 萬 | 0.01% | 00.0% | 不變 |
| Amundi | 2,420 | $3.40 萬 | 0.00% | −187,612−98.7% | 減碼 |
| Mather Group, LLC. | 2,263 | $3.31 萬 | 0.00% | 00.0% | 不變 |
| SBI Securities Co., Ltd. | 2,257 | $3.30 萬 | 0.00% | +386+20.6% | 加碼 |
| Lindbrook Capital, LLC | 2,252 | $3.29 萬 | 0.00% | −296−11.6% | 減碼 |
| Farther Finance Advisors, LLC | 2,133 | $3.14 萬 | 0.00% | +1,957+1,111.9% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 2,125 | $3.10 萬 | 0.01% | 00.0% | 不變 |
| Principal Securities, Inc. | 1,731 | $2.82 萬 | 0.00% | 00.0% | 不變 |
| Leonteq Securities AG | 1,686 | $2.48 萬 | 0.00% | −1,385−45.1% | 減碼 |
| Strategic Investment Solutions, Inc. | 1,650 | $2.41 萬 | 0.01% | +110+7.1% | 加碼 |
| Alpine Bank Wealth Management | 1,637 | $2.40 萬 | 0.00% | +1,637 | 新進 |
| S.A. Mason LLC | 1,600 | $2.34 萬 | 0.01% | −2,000−55.6% | 減碼 |
| Fifth Third Bancorp | 1,592 | $2.33 萬 | 0.00% | −588−27.0% | 減碼 |
| Parallel Advisors, LLC | 1,586 | $2.32 萬 | 0.00% | −1,404−47.0% | 減碼 |
| Field & Main Bank | 1,500 | $2.19 萬 | 0.01% | 00.0% | 不變 |
| Motco | 1,417 | $2.07 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 1,400 | $2.05 萬 | 0.00% | +1,000+250.0% | 加碼 |
| Assetmark, Inc | 1,302 | $1.91 萬 | 0.00% | +1,155+785.7% | 加碼 |
| LRI Investments, LLC | 1,258 | $1.84 萬 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 1,250 | $1.83 萬 | 0.00% | 00.0% | 不變 |
| First United Bank Trust | 1,233 | $1.80 萬 | 0.01% | 00.0% | 不變 |
| Allworth Financial LP | 1,381 | $1.77 萬 | 0.00% | −743−35.0% | 減碼 |
| Farmers & Merchants Investments Inc | 1,204 | $1.76 萬 | 0.00% | +67+5.9% | 加碼 |
| Rossby Financial, LCC | 1,320 | $1.69 萬 | 0.01% | +1,320 | 新進 |
| Walleye Capital LLC | 1,150 | $1.68 萬 | 0.00% | −9,931−89.6% | 減碼 |
| Harvest Fund Management Co., Ltd | 1,075 | $1.60 萬 | 0.00% | +1,075 | 新進 |
| Cullen/Frost Bankers, Inc. | 1,076 | $1.57 萬 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 1,070 | $1.57 萬 | 0.00% | +715+201.4% | 加碼 |
| Creative Financial Designs Inc | 1,044 | $1.53 萬 | 0.00% | +10+1.0% | 加碼 |
| Skopos Labs, Inc. | 1,041 | $1.52 萬 | 0.00% | +1,038+34,600.0% | 加碼 |
| Centerpoint Advisors, LLC | 1,000 | $1.50 萬 | 0.01% | +1,000 | 新進 |
| Nomura Asset Management Co Ltd | 1,000 | $1.46 萬 | 0.00% | 00.0% | 不變 |
| South State Corp. | 1,000 | $1.46 萬 | 0.00% | +1,000 | 新進 |
| Quent Capital, LLC | 967 | $1.41 萬 | 0.00% | +214+28.4% | 加碼 |
| Joseph Group Capital Management | 908 | $1.33 萬 | 0.01% | 00.0% | 不變 |
| Medallion Wealth Advisors, LLC | 800 | $1.18 萬 | 0.01% | 00.0% | 不變 |
| Optimum Investment Advisors | 800 | $1.17 萬 | 0.01% | 00.0% | 不變 |
| Pittenger & Anderson Inc | 750 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Rise Advisors, LLC | 734 | $1.07 萬 | 0.00% | −201−21.5% | 減碼 |
| Larson Financial Group LLC | 631 | $9,225 | 0.00% | +624+8,914.3% | 加碼 |
| TD Waterhouse Canada Inc. | 600 | $8,795 | 0.00% | 00.0% | 不變 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 600 | $8,778 | 0.00% | 00.0% | 不變 |
| Indiana Trust & Investment Management CO | 541 | $7,915 | 0.00% | 00.0% | 不變 |
| Crews Bank & Trust | 531 | $7,769 | 0.00% | 00.0% | 不變 |
| Stone House Investment Management, LLC | 505 | $7,388 | 0.00% | +505 | 新進 |
| Bangor Savings Bank | 500 | $7,315 | 0.00% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 476 | $6,964 | 0.00% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 425 | $6,218 | 0.00% | 00.0% | 不變 |
| Ogorek Anthony Joseph | 425 | $6,000 | 0.00% | 00.0% | 不變 |
| Clear Street Markets LLC | 400 | $5,852 | 0.00% | +400 | 新進 |
| Harbor Investment Advisory, LLC | 375 | $5,486 | 0.00% | 00.0% | 不變 |
| NBT Bank N A | 349 | $5,112 | 0.00% | +5+1.5% | 加碼 |
| GeoWealth Management, LLC | 334 | $4,886 | 0.00% | −616−64.8% | 減碼 |
| Optiver Holding B.V. | 334 | $4,886 | 0.00% | +334 | 新進 |
| N.E.W. Advisory Services LLC | 288 | $4,213 | 0.00% | +288 | 新進 |
| Princeton Global Asset Management LLC | 285 | $4,170 | 0.00% | 00.0% | 不變 |
| Avalon Trust Co | 284 | $4,155 | 0.00% | +284 | 新進 |
| Capital Advisors, Ltd. LLC | 278 | $4,000 | 0.00% | +4+1.5% | 加碼 |
| Hemington Wealth Management | 275 | $4,000 | 0.00% | +70+34.1% | 加碼 |
| Atlantic Trust, LLC | 265 | $3,877 | 0.00% | +265 | 新進 |
| Crewe Advisors LLC | 231 | $3,377 | 0.00% | +4+1.8% | 加碼 |
| Abound Wealth Management | 226 | $3,303 | 0.00% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 213 | $3,116 | 0.00% | 00.0% | 不變 |
| Nalls Sherbakoff Group, LLC | 212 | $3,102 | 0.00% | +212 | 新進 |
| Bessemer Group Inc | 175 | $3,000 | 0.00% | −600−77.4% | 減碼 |
| CX Institutional | 207 | $3,000 | 0.00% | +207 | 新進 |
| First Community Trust NA | 200 | $2,926 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 189 | $2,765 | 0.00% | −45−19.2% | 減碼 |
| Twin Tree Management, LP | 181 | $2,648 | 0.00% | +181 | 新進 |
| Blue Bell Private Wealth Management, LLC | 157 | $2,297 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 150 | $2,195 | 0.00% | +110+275.0% | 加碼 |
| Park Square Financial Group, LLC | 120 | $1,756 | 0.00% | −125−51.0% | 減碼 |
| Danske Bank A/S | 100 | $1,463 | 0.00% | 00.0% | 不變 |
| New Millennium Group LLC | 93 | $1,361 | 0.00% | +93 | 新進 |
| Bruce G. Allen Investments, LLC | 86 | $1,258 | 0.00% | +64+290.9% | 加碼 |
| American Capital Advisory, LLC | 70 | $1,026 | 0.00% | +1+1.4% | 加碼 |
| Smartleaf Asset Management LLC | 69 | $1,009 | 0.00% | −115−62.5% | 減碼 |