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。
2026 年第 2 季 13F 持有人
Wendy's Co 在 2026/6/30 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
- 403
- 較 2026 年第 1 季 −3 家
- 持有股數
- 1.79 億
- 較 2026 年第 1 季 −1,170 萬 (−6.1%)
- 總市值
- $14.8 億
- 較 2026 年第 1 季 +$1.56 億 (+11.8%)
- 新進機構
- 78
- 另有 131 家加碼
- 清倉機構
- 81
- 另有 138 家減碼
另有 6 家機構在 2026 年第 1 季持有、還沒有申報 2026 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 |
2026 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| CX Institutional | 1,931 | $1.60 萬 | 0.00% | +39+2.1% | 加碼 |
| IFG Advisory, LLC | 1,946 | $1.61 萬 | 0.00% | +1,946 | 新進 |
| Hazlett, Burt & Watson, Inc. | 2,125 | $1.80 萬 | 0.00% | −425−16.7% | 減碼 |
| Symmetry Investments LP | 2,200 | $1.82 萬 | 0.00% | +2,200 | 新進 |
| Mather Group, LLC. | 2,263 | $1.88 萬 | 0.00% | 00.0% | 不變 |
| Salomon & Ludwin, LLC | 2,231 | $1.99 萬 | 0.00% | −721−24.4% | 減碼 |
| Northwestern Mutual Wealth Management Co | 2,508 | $2.08 萬 | 0.00% | −287−10.3% | 減碼 |
| Quent Capital, LLC | 2,686 | $2.23 萬 | 0.00% | −3,169−54.1% | 減碼 |
| EverSource Wealth Advisors, LLC | 2,693 | $2.23 萬 | 0.00% | −695−20.5% | 減碼 |
| Pflug Koory, LLC | 2,805 | $2.33 萬 | 0.01% | 00.0% | 不變 |
| Investors Research Corp | 3,000 | $2.49 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 3,131 | $2.60 萬 | 0.00% | +24+0.8% | 加碼 |
| Hilton Head Capital Partners, LLC | 3,192 | $2.65 萬 | 0.01% | −2,495−43.9% | 減碼 |
| Belvedere Trading LLC | 3,243 | $2.69 萬 | 0.00% | +3,243 | 新進 |
| Global Retirement Partners, LLC | 3,273 | $2.71 萬 | 0.00% | +3,273 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,818 | $3.17 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 3,855 | $3.20 萬 | 0.00% | +1,638+73.9% | 加碼 |
| Federation des caisses Desjardins du Quebec | 3,900 | $3.23 萬 | 0.00% | −5,574−58.8% | 減碼 |
| Steward Partners Investment Advisory, LLC | 4,007 | $3.32 萬 | 0.00% | +540+15.6% | 加碼 |
| Massmutual Trust Co FSB | 4,213 | $3.49 萬 | 0.00% | −1,590−27.4% | 減碼 |
| Cassaday & Co Wealth Management LLC | 4,250 | $3.52 萬 | 0.00% | 00.0% | 不變 |
| Nykredit A/S | 4,410 | $3.66 萬 | 0.00% | +4,410 | 新進 |
| Eurizon Capital SGR S.p.A. | 5,210 | $4.30 萬 | 0.00% | +1,208+30.2% | 加碼 |
| SBI Securities Co., Ltd. | 5,309 | $4.40 萬 | 0.00% | +1,226+30.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 5,663 | $4.69 萬 | 0.00% | −9,426−62.5% | 減碼 |
| SJS Investment Consulting Inc. | 5,887 | $4.88 萬 | 0.01% | +1,285+27.9% | 加碼 |
| KBC Group NV | 6,196 | $5.10 萬 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 6,552 | $5.43 萬 | 0.00% | −561−7.9% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 6,596 | $5.47 萬 | 0.01% | −1,008−13.3% | 減碼 |
| Farther Finance Advisors, LLC | 7,345 | $6.09 萬 | 0.00% | +54+0.7% | 加碼 |
| Rockefeller Capital Management L.P. | 7,368 | $6.11 萬 | 0.00% | +923+14.3% | 加碼 |
| Security National Bank | 8,091 | $6.71 萬 | 0.01% | +40.0% | 加碼 |
| Public Employees Retirement System of Ohio | 8,265 | $6.85 萬 | 0.00% | −45,329−84.6% | 減碼 |
| Concurrent Investment Advisors, LLC | 8,361 | $6.93 萬 | 0.00% | +8,361 | 新進 |
| GAMMA Investing LLC | 8,889 | $7.37 萬 | 0.00% | −4,788−35.0% | 減碼 |
| Chicago Partners Investment Group LLC | 10,964 | $7.86 萬 | 0.00% | +10,964 | 新進 |
| Covestor Ltd | 9,643 | $8.00 萬 | 0.05% | +1,720+21.7% | 加碼 |
| LSV Asset Management | 9,800 | $8.10 萬 | 0.00% | 00.0% | 不變 |
| Cherokee Insurance Co | 10,000 | $8.29 萬 | 0.03% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 10,177 | $8.44 萬 | 0.00% | +10,177 | 新進 |
| Philip James Wealth Mangement, LLC | 10,210 | $8.46 萬 | 0.01% | +10,210 | 新進 |
| Independent Financial Group, LLC | 10,430 | $8.65 萬 | 0.00% | +10,430 | 新進 |
| Allworth Financial LP | 10,597 | $8.78 萬 | 0.00% | −1,329−11.1% | 減碼 |
| Virginia Retirement Systems Et Al | 10,700 | $8.87 萬 | 0.00% | +10,700 | 新進 |
| Sargent Investment Group, LLC | 10,928 | $9.06 萬 | 0.01% | +499+4.8% | 加碼 |
| Bull Harbor Capital LLC | 11,069 | $9.18 萬 | 0.02% | +282+2.6% | 加碼 |
| OneAscent Investment Solutions LLC | 11,184 | $9.27 萬 | 0.09% | +11,184 | 新進 |
| AlphaGrep UK Ltd | 11,293 | $9.36 萬 | 0.03% | −3,701−24.7% | 減碼 |
| Johnson Investment Counsel Inc | 11,501 | $9.53 萬 | 0.00% | −573−4.7% | 減碼 |
| Swiss Life Asset Management Ltd | 11,636 | $9.65 萬 | 0.00% | +1,056+10.0% | 加碼 |
| Citadel Advisors LLC | 11,723 | $9.72 萬 | 0.00% | −1,956,122−99.4% | 減碼 |
| 1st Source Bank | 11,785 | $9.77 萬 | 0.00% | −1,120−8.7% | 減碼 |
| US Bancorp | 11,846 | $9.82 萬 | 0.00% | −533−4.3% | 減碼 |
| Crossmark Global Holdings, Inc. | 12,004 | $9.95 萬 | 0.00% | −798−6.2% | 減碼 |
| Ballentine Partners, LLC | 12,023 | $9.97 萬 | 0.00% | −7,126−37.2% | 減碼 |
| Syon Capital LLC | 12,071 | $10.0 萬 | 0.00% | −12,885−51.6% | 減碼 |
| Ausdal Financial Partners, Inc. | 12,440 | $10.3 萬 | 0.00% | −4,700−27.4% | 減碼 |
| Sowell Financial Services LLC | 12,485 | $10.3 萬 | 0.00% | +1,575+14.4% | 加碼 |
| Geneos Wealth Management Inc. | 12,500 | $10.4 萬 | 0.00% | −1,600−11.3% | 減碼 |
| Perigon Wealth Management, LLC | 12,605 | $10.4 萬 | 0.00% | +12,605 | 新進 |
| Stelac Advisory Services LLC | 12,706 | $10.5 萬 | 0.02% | +12,706 | 新進 |
| Whitcomb & Hess, Inc. | 12,793 | $10.6 萬 | 0.02% | +247+2.0% | 加碼 |
| GWM Advisors LLC | 12,832 | $10.6 萬 | 0.00% | +12,058+1,557.9% | 加碼 |
| Capital Investment Advisors, LLC | 12,854 | $10.7 萬 | 0.00% | +258+2.0% | 加碼 |
| North Star Investment Management Corp. | 12,969 | $10.8 萬 | 0.01% | +20.0% | 加碼 |
| Gabelli & Co Investment Advisers, Inc. | 13,000 | $10.8 萬 | 0.02% | 00.0% | 不變 |
| Abc Arbitrage SA | 14,196 | $11.8 萬 | 0.01% | +14,196 | 新進 |
| TCG Advisory Services, LLC | 14,400 | $11.9 萬 | 0.00% | −1,282−8.2% | 減碼 |
| Towerview LLC | 14,500 | $12.0 萬 | 0.08% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 14,758 | $12.2 萬 | 0.00% | +14,758 | 新進 |
| Kestra Advisory Services, LLC | 14,800 | $12.3 萬 | 0.00% | −253−1.7% | 減碼 |
| ESL Trust Services, LLC | 14,866 | $12.3 萬 | 0.02% | 00.0% | 不變 |
| Cooper/Haims Advisors, LLC | 15,000 | $12.4 萬 | 0.05% | +15,000 | 新進 |
| We Are One Seven, LLC | 15,098 | $12.5 萬 | 0.00% | −2,583−14.6% | 減碼 |
| Verition Fund Management LLC | 15,100 | $12.5 萬 | 0.00% | −288,940−95.0% | 減碼 |
| Allspring Global Investments Holdings, LLC | 14,406 | $12.5 萬 | 0.00% | +1,825+14.5% | 加碼 |
| PFG Investments, LLC | 15,107 | $12.5 萬 | 0.00% | +15,107 | 新進 |
| Warren Averett Asset Management, LLC | 15,374 | $12.7 萬 | 0.00% | −2,228−12.7% | 減碼 |
| Vise Technologies, Inc. | 15,583 | $12.9 萬 | 0.00% | −20,480−56.8% | 減碼 |
| Catalyst Funds Management Pty Ltd | 15,600 | $12.9 萬 | 0.01% | −7,900−33.6% | 減碼 |
| AlphaCore Capital LLC | 15,663 | $13.0 萬 | 0.00% | +920+6.2% | 加碼 |
| Xponance, Inc. | 15,718 | $13.0 萬 | 0.00% | −2,634−14.4% | 減碼 |
| HB Wealth Management, LLC | 15,736 | $13.0 萬 | 0.00% | −13,398−46.0% | 減碼 |
| CIBC Bancorp USA Inc. | 15,872 | $13.2 萬 | 0.00% | +489+3.2% | 加碼 |
| CIBC Asset Management Inc | 16,102 | $13.3 萬 | 0.00% | −372−2.3% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 16,193 | $13.4 萬 | 0.00% | −353−2.1% | 減碼 |
| FSM Wealth Advisors, LLC | 16,398 | $13.6 萬 | 0.01% | −236−1.4% | 減碼 |
| United Capital Financial Advisers, LLC | 16,403 | $13.6 萬 | 0.00% | −9,422−36.5% | 減碼 |
| Sagewood Asset Management LP | 16,588 | $13.8 萬 | 0.03% | +16,588 | 新進 |
| 71 West Capital Partners | 16,761 | $13.9 萬 | 0.00% | 00.0% | 不變 |
| Everence Capital Management Inc | 16,928 | $14.0 萬 | 0.01% | −2,535−13.0% | 減碼 |
| Franklin Resources Inc | 17,013 | $14.1 萬 | 0.00% | −182,318−91.5% | 減碼 |
| MAI Capital Management | 17,367 | $14.4 萬 | 0.00% | −2,223−11.3% | 減碼 |
| Parallel Advisors, LLC | 17,603 | $14.6 萬 | 0.00% | +2,652+17.7% | 加碼 |
| Public Employees Retirement Association of Colorado | 17,733 | $14.7 萬 | 0.00% | 00.0% | 不變 |
| Mutual of America Capital Management LLC | 18,108 | $15.0 萬 | 0.00% | +23+0.1% | 加碼 |
| R Squared Ltd | 18,412 | $15.3 萬 | 0.08% | +5,792+45.9% | 加碼 |
| Signaturefd, LLC | 18,447 | $15.3 萬 | 0.00% | +5,424+41.6% | 加碼 |
| Citizens Financial Group Inc | 18,607 | $15.4 萬 | 0.00% | +18,607 | 新進 |
| Polymer Capital Management (US) LLC | 19,125 | $15.9 萬 | 0.02% | +19,125 | 新進 |