Wendy's Co

WEN

交易所: Nasdaq
產業: Retail-Eating & Drinking Places
SEC CIK: 0000030697

SEC 申報列表（在新分頁開啟）

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 3 季與 2025 年第 2 季比較

持有 Wendy's Co 的機構從 2025 年第 2 季到 2025 年第 3 季的變化。

2025 年第 3 季全部持有人 2025 年第 2 季全部持有人

WEN 的 13F 持有人：2025 年第 2 季與 2025 年第 3 季比較
項目	2025 年第 2 季	其中尚未申報 2025 年第 3 季	2025 年第 3 季	變化
持有家數	402	4	403	+5
股數	1.97 億	165.8 萬	1.82 億	−1,307 萬 (−6.7%)
市值	$22.5 億	$1,893 萬	$16.7 億	−$5.61 億 (−25.2%)

4 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 季：沒申報不算清倉，所以變化不計入它們。

新進機構（72 家）

2025 年第 3 季季末持有 Wendy's Co、2025 年第 2 季季末沒有持有的機構。

2025 年第 3 季新進 WEN 的機構
機構	股數	市值	佔組合 %
Marshall Wace, LLP	4,029,742	$3,691 萬	0.04%
Squarepoint Ops LLC	958,987	$878.4 萬	0.02%
Public Sector Pension Investment Board	616,967	$565.1 萬	0.02%
Two Sigma Advisers, LP	412,205	$377.6 萬	0.01%
Simplex Trading, LLC	219,138	$200.7 萬	0.04%
Parallax Volatility Advisers, L.P.	201,917	$185.0 萬	0.05%
Oak Thistle LLC	179,083	$164.0 萬	0.25%
Ilex Capital Partners (UK) LLP	116,570	$106.8 萬	0.03%
Bridgewater Associates, LP	97,205	$89.0 萬	0.00%
Legacy Capital Group California, Inc.	68,881	$63.1 萬	0.16%
A&I Financial Services, LLC	57,615	$54.5 萬	0.27%
Envestnet Asset Management Inc	54,415	$49.8 萬	0.00%
Entropy Technologies, LP	47,159	$43.2 萬	0.03%
Evergreen Capital Management LLC	39,219	$35.9 萬	0.01%
Aaron Wealth Advisors	38,937	$35.7 萬	0.02%
PVG Asset Management Corp	33,725	$30.9 萬	1.14%
Sheets Smith Investment Management	33,725	$30.9 萬	0.20%
Annis Gardner Whiting Capital Advisors, LLC	33,495	$30.7 萬	0.06%
Maryland State Retirement & Pension System	32,583	$29.8 萬	0.01%
Boothbay Fund Management, LLC	31,449	$28.8 萬	0.01%
Requisite Capital Management, LLC	29,588	$27.1 萬	0.05%
D. E. Shaw & Co., Inc.	29,517	$27.0 萬	0.00%
Catalytic Wealth RIA, LLC	28,060	$25.7 萬	0.01%
Pathstone Holdings, LLC	27,666	$25.3 萬	0.00%
Krilogy Financial LLC	24,975	$22.7 萬	0.01%
Brinker Capital Investments, LLC	22,026	$20.2 萬	0.00%
Campbell & CO Investment Adviser LLC	21,769	$19.9 萬	0.02%
Petrus Trust Company, LTA	21,494	$19.7 萬	0.02%
Summit Financial, LLC	20,846	$19.1 萬	0.00%
TCG Advisory Services, LLC	20,835	$19.1 萬	0.01%
Ballentine Partners, LLC	20,610	$18.9 萬	0.00%
Drucker Wealth 3.0, LLC	20,174	$18.5 萬	0.03%
Polymer Capital Management (HK) LTD	20,000	$18.3 萬	0.03%
Inceptionr LLC	19,313	$17.7 萬	0.04%
Universal- Beteiligungs- und Servicegesellschaft mbH	18,725	$17.2 萬	0.00%
Diligent Investors, LLC	18,298	$16.8 萬	0.04%
Sherbrooke Park Advisers LLC	16,316	$14.9 萬	0.07%
ISAM Funds (UK) Ltd	15,718	$14.4 萬	0.03%
Catalyst Funds Management Pty Ltd	15,600	$14.3 萬	0.02%
Barnett & Company, Inc.	15,000	$13.7 萬	0.11%
Syon Capital LLC	14,740	$13.5 萬	0.01%
Quarry LP	12,633	$11.6 萬	0.03%
Citizens Financial Group Inc	12,062	$11.0 萬	0.00%
CIBC Asset Management Inc	11,923	$10.9 萬	0.00%
Coldstream Capital Management Inc	11,060	$10.1 萬	0.00%
Pitcairn Co	10,846	$9.93 萬	0.01%
Quadrant Capital Group LLC	10,417	$9.54 萬	0.00%
Cherokee Insurance Co	10,000	$9.16 萬	0.04%
Rockefeller Capital Management L.P.	8,573	$7.85 萬	0.00%
SJS Investment Consulting Inc.	5,264	$4.82 萬	0.01%
Investors Research Corp	3,000	$2.75 萬	0.01%
Mather Group, LLC.	2,263	$2.07 萬	0.00%
Wealthspire Advisors, LLC	2,016	$1.85 萬	0.00%
Bessemer Group Inc	1,840	$1.70 萬	0.00%
Salomon & Ludwin, LLC	1,600	$1.53 萬	0.00%
Quent Capital, LLC	912	$8,354	0.00%
Atlantic Union Bankshares Corp	600	$5,496	0.00%
JPL Wealth Management, LLC	425	$3,893	0.00%
Alerus Financial NA	324	$2,968	0.00%
Red Tortoise LLC	297	$2,721	0.00%
Hughes Financial Services, LLC	179	$1,529	0.00%
National Bank of Canada	135	$1,232	0.00%
Transamerica Financial Advisors, Inc.	122	$1,118	0.00%
Avion Wealth	203	$1,000	0.00%
Heartwood Wealth Advisors LLC	108	$989	0.00%
ZRC Wealth Management, LLC	87	$797	0.00%
Root Financial Partners, LLC	83	$760	0.00%
Binnacle Investments Inc	22	$202	0.00%
MCF Advisors LLC	10	$92	0.00%
Cloud Capital Management, LLC	1	$0	0.00%
Cornerstone Planning Group LLC	111	–	–
Summit Wealth Group LLC	5,559	–	–

清倉機構（67 家）

2025 年第 2 季季末持有 Wendy's Co、2025 年第 3 季有申報但已經沒有持有的機構。

2025 年第 3 季清倉 WEN 的機構
機構	2025 年第 2 季股數	2025 年第 2 季市值
Massachusetts Financial Services Co	1,032,790	$1,179 萬
Retirement Systems of Alabama	954,998	$1,091 萬
Mirae Asset Global ETFs Holdings Ltd.	932,711	$1,065 萬
Gradient Investments LLC	836,626	$955.4 萬
JCP Investment Management, LLC	756,927	$864.4 萬
Allspring Global Investments Holdings, LLC	631,500	$750.2 萬
California Public Employees Retirement System	602,943	$688.6 萬
Trexquant Investment LP	532,413	$608.0 萬
HRT Financial LP	391,514	$447.1 萬
Macquarie Group Ltd	361,084	$412.4 萬
Capstone Investment Advisors, LLC	249,277	$284.7 萬
Blueshift Asset Management, LLC	212,603	$242.8 萬
Schonfeld Strategic Advisors LLC	145,375	$166.0 萬
Freestone Grove Partners LP	130,456	$149.0 萬
Headlands Technologies LLC	87,474	$99.9 萬
State of Tennessee, Treasury Department	77,805	$88.9 萬
Virtu Financial LLC	75,524	$86.2 萬
Mattson Financial Services, LLC	65,709	$75.0 萬
Aigen Investment Management, LP	62,181	$71.0 萬
Occudo Quantitative Strategies LP	60,839	$69.5 萬
PEAK6 LLC	56,906	$65.0 萬
Axq Capital, LP	54,788	$62.6 萬
Jain Global LLC	52,400	$59.8 萬
McDonald Partners LLC	45,654	$52.1 萬
AdvisorShares Investments LLC	40,100	$45.8 萬
State of Michigan Retirement System	38,785	$44.3 萬
Northwestern Mutual Investment Management Company, LLC	36,015	$41.1 萬
New Mexico Educational Retirement Board	34,800	$39.7 萬
Ameritas Investment Partners, Inc.	31,318	$35.8 萬
Point72 (DIFC) Ltd	30,172	$34.5 萬
Brown Financial Advisors	29,908	$34.2 萬
Farringdon Capital, Ltd.	28,256	$32.3 萬
Copley Financial Group, Inc.	26,194	$29.9 萬
Gsa Capital Partners LLP	26,060	$29.8 萬
FORA Capital, LLC	25,437	$29.0 萬
Stephens Inc	19,265	$22.0 萬
Sigma Planning Corp	18,004	$20.6 萬
Park Avenue Securities LLC	17,944	$20.5 萬
Paloma Partners Management Co	17,500	$20.0 萬
Regions Financial Corp	17,471	$20.0 萬
Frank, Rimerman Advisors LLC	16,056	$18.3 萬
MQS Management LLC	14,102	$16.1 萬
Securian Asset Management, Inc	12,284	$14.0 萬
Oxford Asset Management LLP	11,462	$13.1 萬
Foundations Investment Advisors, LLC	11,329	$12.9 萬
Financial Advocates Investment Management	10,936	$12.5 萬
Paladin Wealth, LLC	10,895	$12.4 萬
GW Henssler & Associates Ltd	10,703	$12.2 萬
Marex Group plc	10,568	$12.1 萬
SCS Capital Management LLC	10,155	$11.6 萬
Mount Yale Investment Advisors, LLC	2,167	$2.47 萬
Thurston, Springer, Miller, Herd & Titak, Inc.	2,100	$2.40 萬
Geneos Wealth Management Inc.	1,795	$2.05 萬
Alpine Bank Wealth Management	1,637	$1.87 萬
S.A. Mason LLC	1,600	$1.83 萬
High Note Wealth, LLC	1,214	$1.39 萬
LRI Investments, LLC	1,200	$1.37 萬
Skopos Labs, Inc.	1,085	$1.24 萬
Bayforest Capital Ltd	662	$7,560
Ameritas Advisory Services, LLC	361	$4,128
Avalon Trust Co	284	$3,244
Park Square Financial Group, LLC	120	$1,370
Sachetta, LLC	113	$1,291
Total Investment Management Inc	17	$192
Optiver Holding B.V.	16	$183
Rialto Wealth Management, LLC	3	$35
Newbridge Financial Services Group, Inc.	1	$11

尚未申報 2025 年第 3 季的機構（4 家）

2025 年第 2 季季末持有 Wendy's Co、還沒有申報 2025 年第 3 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 2 季持有 WEN、尚未申報 2025 年第 3 季的機構
機構	2025 年第 2 季股數	2025 年第 2 季市值
Norges Bank	1,657,531	$1,893 萬
First Horizon Advisors, Inc.	69	$787
Parkworth Wealth Management, Inc.	27	$308
Safe Harbor Fiduciary, LLC	8	$91