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 2 季 13F 持有人
Wendy's Co 在 2025/6/30 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
- 402
- 較 2025 年第 1 季 −20 家
- 持有股數
- 1.97 億
- 較 2025 年第 1 季 +823.0 萬 (+4.4%)
- 總市值
- $22.5 億
- 較 2025 年第 1 季 −$5.10 億 (−18.5%)
- 新進機構
- 63
- 另有 165 家加碼
- 清倉機構
- 83
- 另有 118 家減碼
另有 2 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,434 | $2.80 萬 | 0.00% | +2,434 | 新進 |
| SBI Securities Co., Ltd. | 2,627 | $3.00 萬 | 0.00% | +370+16.4% | 加碼 |
| Pflug Koory, LLC | 2,805 | $3.20 萬 | 0.02% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 3,107 | $3.55 萬 | 0.00% | 00.0% | 不變 |
| KBC Group NV | 3,348 | $3.80 萬 | 0.00% | −5,309−61.3% | 減碼 |
| STRS Ohio | 3,909 | $4.46 萬 | 0.00% | +3,909 | 新進 |
| Security National Bank | 3,952 | $4.51 萬 | 0.01% | +391+11.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 4,017 | $4.59 萬 | 0.00% | +1,041+35.0% | 加碼 |
| True Wealth Design, LLC | 4,094 | $4.68 萬 | 0.02% | +830+25.4% | 加碼 |
| Richardson Financial Services Inc. | 4,410 | $5.24 萬 | 0.04% | +120+2.8% | 加碼 |
| Signaturefd, LLC | 5,336 | $6.09 萬 | 0.00% | +1,074+25.2% | 加碼 |
| Covestor Ltd | 5,577 | $6.40 萬 | 0.04% | +508+10.0% | 加碼 |
| DekaBank Deutsche Girozentrale | 5,920 | $6.80 萬 | 0.00% | −1,303−18.0% | 減碼 |
| Sterling Capital Management LLC | 6,064 | $6.93 萬 | 0.00% | +885+17.1% | 加碼 |
| Allworth Financial LP | 6,448 | $7.36 萬 | 0.00% | +5,067+366.9% | 加碼 |
| Lazard Asset Management LLC | 6,899 | $7.80 萬 | 0.00% | −3,321−32.5% | 減碼 |
| Parallel Advisors, LLC | 7,246 | $8.27 萬 | 0.00% | +5,660+356.9% | 加碼 |
| IFP Advisors, Inc | 7,641 | $8.73 萬 | 0.00% | +1,144+17.6% | 加碼 |
| The PNC Financial Services Group, Inc. | 7,650 | $8.74 萬 | 0.00% | −1,311−14.6% | 減碼 |
| Viking Fund Management LLC | 8,000 | $9.14 萬 | 0.01% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 8,398 | $9.59 萬 | 0.00% | +577+7.4% | 加碼 |
| Tower Research Capital LLC (TRC) | 8,629 | $9.85 萬 | 0.00% | +2,994+53.1% | 加碼 |
| Jones Financial Companies LLLP | 9,149 | $10.6 萬 | 0.00% | +1,665+22.2% | 加碼 |
| MAI Capital Management | 9,405 | $10.7 萬 | 0.00% | +224+2.4% | 加碼 |
| LSV Asset Management | 9,800 | $11.2 萬 | 0.00% | +9,800 | 新進 |
| Pinnacle Associates Ltd | 10,040 | $11.5 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 10,043 | $11.5 萬 | 0.00% | −3,280−24.6% | 減碼 |
| BTG Pactual Asset Management US LLC | 10,056 | $11.5 萬 | 0.02% | +10,056 | 新進 |
| SCS Capital Management LLC | 10,155 | $11.6 萬 | 0.00% | +10,155 | 新進 |
| Everhart Financial Group, Inc. | 10,162 | $11.6 萬 | 0.01% | +61+0.6% | 加碼 |
| denkapparat Operations GmbH | 10,338 | $11.8 萬 | 0.09% | 00.0% | 不變 |
| Marex Group plc | 10,568 | $12.1 萬 | 0.00% | +10,568 | 新進 |
| Capital Performance Advisors LLP | 10,663 | $12.2 萬 | 0.02% | +30.0% | 加碼 |
| GW Henssler & Associates Ltd | 10,703 | $12.2 萬 | 0.01% | +50.0% | 加碼 |
| Paladin Wealth, LLC | 10,895 | $12.4 萬 | 0.10% | +10,895 | 新進 |
| Financial Advocates Investment Management | 10,936 | $12.5 萬 | 0.01% | −502−4.4% | 減碼 |
| United Capital Financial Advisers, LLC | 10,999 | $12.6 萬 | 0.00% | +10,999 | 新進 |
| Foundations Investment Advisors, LLC | 11,329 | $12.9 萬 | 0.00% | +80+0.7% | 加碼 |
| Oxford Asset Management LLP | 11,462 | $13.1 萬 | 0.04% | +11,462 | 新進 |
| Johnson Investment Counsel Inc | 11,548 | $13.2 萬 | 0.00% | +123+1.1% | 加碼 |
| Whitcomb & Hess, Inc. | 11,748 | $13.4 萬 | 0.04% | +144+1.2% | 加碼 |
| GWM Advisors LLC | 11,801 | $13.5 萬 | 0.00% | +254+2.2% | 加碼 |
| Securian Asset Management, Inc | 12,284 | $14.0 萬 | 0.00% | −660−5.1% | 減碼 |
| Capital Investment Advisors, LLC | 12,292 | $14.0 萬 | 0.00% | +150+1.2% | 加碼 |
| Ausdal Financial Partners, Inc. | 12,397 | $14.2 萬 | 0.01% | −440−3.4% | 減碼 |
| We Are One Seven, LLC | 12,463 | $14.2 萬 | 0.00% | −8,577−40.8% | 減碼 |
| PDS Planning, Inc | 12,849 | $14.7 萬 | 0.01% | +12,849 | 新進 |
| EverSource Wealth Advisors, LLC | 12,875 | $14.7 萬 | 0.01% | +10,337+407.3% | 加碼 |
| Gabelli & Co Investment Advisers, Inc. | 13,000 | $14.8 萬 | 0.02% | 00.0% | 不變 |
| Western Pacific Wealth Management, LP | 13,055 | $14.9 萬 | 0.14% | 00.0% | 不變 |
| Umb Bank N A | 13,166 | $15.0 萬 | 0.00% | +4,691+55.4% | 加碼 |
| Transcend Wealth Collective, LLC | 13,205 | $15.1 萬 | 0.01% | +13,205 | 新進 |
| NorthRock Partners, LLC | 13,337 | $15.2 萬 | 0.00% | +13,337 | 新進 |
| Sendero Wealth Management, LLC | 14,020 | $16.0 萬 | 0.02% | +2,013+16.8% | 加碼 |
| Winton Group Ltd | 14,063 | $16.1 萬 | 0.01% | −4,092−22.5% | 減碼 |
| MQS Management LLC | 14,102 | $16.1 萬 | 0.09% | +14,102 | 新進 |
| Towerview LLC | 14,500 | $16.6 萬 | 0.12% | 00.0% | 不變 |
| 1st Source Bank | 14,585 | $16.7 萬 | 0.01% | −500−3.3% | 減碼 |
| Paradigm Financial Partners, LLC | 14,739 | $16.8 萬 | 0.02% | +1,121+8.2% | 加碼 |
| Crossmark Global Holdings, Inc. | 14,846 | $17.0 萬 | 0.00% | +440+3.1% | 加碼 |
| ESL Trust Services, LLC | 14,866 | $17.0 萬 | 0.03% | 00.0% | 不變 |
| Sym Financial Corp | 14,869 | $17.0 萬 | 0.02% | +14,869 | 新進 |
| Warren Averett Asset Management, LLC | 14,880 | $17.0 萬 | 0.00% | +2,333+18.6% | 加碼 |
| waypoint wealth counsel | 15,045 | $17.2 萬 | 0.09% | +15,045 | 新進 |
| FSM Wealth Advisors, LLC | 15,517 | $17.5 萬 | 0.03% | −690−4.3% | 減碼 |
| Miller Financial Services LLC | 15,457 | $17.7 萬 | 0.23% | +1,401+10.0% | 加碼 |
| Prudential Financial Inc | 15,687 | $17.9 萬 | 0.00% | +4,067+35.0% | 加碼 |
| Kestra Advisory Services, LLC | 15,702 | $17.9 萬 | 0.00% | +2,147+15.8% | 加碼 |
| Frank, Rimerman Advisors LLC | 16,056 | $18.3 萬 | 0.01% | +16,056 | 新進 |
| Miracle Mile Advisors, LLC | 16,418 | $18.7 萬 | 0.00% | −1,991−10.8% | 減碼 |
| Worldquant Millennium Advisors LLC | 16,585 | $18.9 萬 | 0.00% | +16,585 | 新進 |
| M&T Bank Corp | 16,987 | $19.4 萬 | 0.00% | +1,310+8.4% | 加碼 |
| US Bancorp | 17,068 | $19.5 萬 | 0.00% | +2,568+17.7% | 加碼 |
| Lido Advisors, LLC | 17,139 | $19.6 萬 | 0.00% | +55+0.3% | 加碼 |
| State of Wyoming | 17,202 | $19.6 萬 | 0.02% | +6,340+58.4% | 加碼 |
| HB Wealth Management, LLC | 17,349 | $19.8 萬 | 0.00% | +427+2.5% | 加碼 |
| Regions Financial Corp | 17,471 | $20.0 萬 | 0.00% | 00.0% | 不變 |
| Paloma Partners Management Co | 17,500 | $20.0 萬 | 0.05% | +17,500 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 17,632 | $20.1 萬 | 0.01% | +17,632 | 新進 |
| Public Employees Retirement Association of Colorado | 17,733 | $20.3 萬 | 0.00% | −2,178−10.9% | 減碼 |
| Park Avenue Securities LLC | 17,944 | $20.5 萬 | 0.00% | −3,632−16.8% | 減碼 |
| Sigma Planning Corp | 18,004 | $20.6 萬 | 0.01% | +18,004 | 新進 |
| Optimist Retirement Group LLC | 18,103 | $20.7 萬 | 0.10% | +3,369+22.9% | 加碼 |
| State of Alaska, Department of Revenue | 18,137 | $20.7 萬 | 0.00% | −1,565−7.9% | 減碼 |
| Waddell & Associates, LLC | 18,419 | $21.0 萬 | 0.02% | +18,419 | 新進 |
| Williams Jones Wealth Management, LLC. | 18,500 | $21.1 萬 | 0.00% | 00.0% | 不變 |
| Vise Technologies, Inc. | 18,751 | $21.4 萬 | 0.01% | +18,751 | 新進 |
| Stephens Inc | 19,265 | $22.0 萬 | 0.00% | +3,926+25.6% | 加碼 |
| Sanctuary Advisors, LLC | 19,488 | $22.3 萬 | 0.00% | +8,944+84.8% | 加碼 |
| Hantz Financial Services, Inc. | 19,697 | $22.5 萬 | 0.00% | +1,036+5.6% | 加碼 |
| Chicago Partners Investment Group LLC | 20,068 | $22.7 萬 | 0.01% | +7,224+56.2% | 加碼 |
| Caption Management, LLC | 20,000 | $22.8 萬 | 0.02% | +20,000 | 新進 |
| North Star Investment Management Corp. | 20,460 | $23.4 萬 | 0.02% | +10.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 20,498 | $23.4 萬 | 0.00% | −33,691−62.2% | 減碼 |
| State of Wisconsin Investment Board | 21,515 | $24.6 萬 | 0.00% | −63,431−74.7% | 減碼 |
| Cobblestone Capital Advisors LLC | 21,892 | $25.0 萬 | 0.01% | +665+3.1% | 加碼 |
| CIBC Private Wealth Group, LLC | 22,189 | $25.3 萬 | 0.00% | +5,181+30.5% | 加碼 |
| Sequoia Financial Advisors, LLC | 23,371 | $26.7 萬 | 0.00% | +23,371 | 新進 |
| JustInvest LLC | 24,038 | $27.5 萬 | 0.00% | +1,276+5.6% | 加碼 |
| Probity Advisors, Inc. | 24,537 | $28.0 萬 | 0.05% | +6,035+32.6% | 加碼 |