The Wendy'sWEN
13F holders, Q2 2026 (June 30)403holders −8
74new positions
79sold out
10famous investors
$8.29avg. 13F price*
At the end of Q2 2026, 403 institutions reported holding The Wendy's Co. (WEN) in their 13F filings, down 8 from Q1 2026. 74 opened new positions and 79 sold out. The largest holders were Trian Fund Management ($252.6M), BlackRock, Inc. ($218.1M) and Vanguard Portfolio Management LLC ($85.4M). 10 famous investors held it, including Nelson Peltz (6.0% of Trian Fund Management's portfolio), Prem Watsa (2.5% of Fairfax Financial Holdings's portfolio) and Bill Nygren (0.1% of Harris Associates (Oakmark Funds)'s portfolio).
- Company
- The Wendy's Co.
- CUSIP
- 95058W100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $28.4M |
| Exits | 79 | $83.5M |
All 13F filers, Q1 2026 → Q2 2026: 26,831,165 shares bought and 40,065,730 shares sold, net −13,234,565 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 403 holders
| Trian Fund Management | 5.97% | Add +0.1% | 30,468,434 | $252.6M |
| BlackRock, Inc. | 0.00% | Add +21.1% | 26,314,724 | $218.1M |
| Vanguard Portfolio Management LLC | 0.00% | Add +11.2% | 10,301,732 | $85.4M |
| Fairfax Financial Holdings | 2.51% | Add +144.9% | 8,005,627 | $66.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +15.8% | 7,523,646 | $62.4M |
| Vanguard Capital Management LLC | 0.00% | Add +1.5% | 6,924,310 | $57.4M |
| Wells Fargo & Company | 0.01% | Reduce -3.3% | 6,684,034 | $55.4M |
| State Street Corp. | 0.00% | Add +20.1% | 6,566,985 | $54.4M |
| Harris Associates (Oakmark Funds) | 0.06% | Reduce -5.8% | 5,587,137 | $46.3M |
| Geode Capital Management, LLC | 0.00% | Add +44.4% | 4,270,644 | $35.4M |
| Morgan Stanley | 0.00% | Reduce -47.4% | 3,995,468 | $33.1M |
| Northern Trust Corp. | 0.00% | Add +26.9% | 3,518,292 | $29.2M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.7% | 3,499,298 | $29.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | Reduce -34.0% | 2,475,000 | $20.5M |
| UBS Group AG | 0.00% | Reduce -10.6% | 2,392,515 | $19.8M |
| Bank of New York Mellon Corp | 0.00% | Add +5.6% | 2,280,217 | $18.9M |
| Point72 Asset Management | 0.03% | Add +13167.3% | 1,915,535 | $15.9M |
| Hotchkis & Wiley Capital Management LLC | 0.05% | Add +15.1% | 1,911,960 | $15.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +60.2% | 1,869,697 | $15.5M |
| Invesco Ltd. | 0.00% | Add +4.8% | 1,702,730 | $14.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Reduce -17.4% | 1,667,124 | $13.8M |
| Jupiter Topco LLC | 0.01% | — | 1,529,010 | $12.7M |
| PEAK6 LLC | 0.30% | Add +306.6% | 1,470,384 | $12.2M |
| AQR Capital Management | 0.00% | Reduce -52.3% | 1,485,727 | $12.1M |
| Two Sigma Investments, LP | 0.01% | Reduce -63.9% | 1,368,445 | $11.3M |
| Gotham Asset Management | 0.03% | Add +47.5% | 1,350,030 | $11.2M |
| Bank of America Corp. | 0.00% | Reduce -71.9% | 1,263,315 | $10.5M |
| Advisors Asset Management, Inc. | 0.15% | Add +37.7% | 1,201,350 | $10.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -23.0% | 1,136,738 | $9.4M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +12.7% | 1,123,827 | $9.3M |
| Quantinno Capital Management LP | 0.01% | Add +31.8% | 1,010,203 | $8.4M |
| Element Capital Management LLC | 0.41% | New | 900,000 | $7.5M |
| Marshall Wace, LLP | 0.01% | Reduce -33.2% | 898,018 | $7.4M |
| Sound Income Strategies, LLC | 0.29% | Add +1.7% | 784,388 | $6.5M |
| Principal Financial Group Inc. | 0.00% | Add +0.8% | 772,710 | $6.4M |
| Alps Advisors Inc. | 0.02% | Add +3.0% | 589,428 | $4.9M |
| Quinn Opportunity Partners LLC | 0.23% | Reduce -63.1% | 586,053 | $4.9M |
| Creative Planning | 0.00% | Reduce -16.0% | 575,506 | $4.8M |
| Nuveen, LLC | 0.00% | Add +35.2% | 573,757 | $4.8M |
| Soviero Asset Management, LP | 2.29% | Add +21.3% | 570,000 | $4.7M |
| Public Sector Pension Investment Board | 0.01% | Reduce -4.1% | 542,220 | $4.5M |
| Converium Capital Inc. | 3.86% | New | 500,000 | $4.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -9.8% | 481,357 | $4.0M |
| Ameriprise Financial Inc. | 0.00% | Add +0.8% | 466,456 | $3.9M |
| Rhumbline Advisers | 0.00% | Reduce -18.0% | 447,433 | $3.7M |
| Baird Financial Group, Inc. | 0.01% | Add +13.0% | 435,107 | $3.6M |
| First Trust Advisors LP | 0.00% | Add +22.3% | 425,829 | $3.5M |
| Legal & General Group Plc | 0.00% | Add +0.2% | 414,356 | $3.4M |
| Bessemer Group Inc. | 0.00% | Add +0.2% | 380,304 | $3.2M |
| Caitong International Asset Management Co., Ltd | 0.42% | Add +4834.1% | 366,309 | $3.0M |
| First Eagle Investment Management, LLC | 0.00% | New | 353,023 | $2.9M |
| ExodusPoint Capital Management, LP | 0.03% | Add +407.4% | 346,513 | $2.9M |
| American Century Companies Inc. | 0.00% | Add +12.4% | 340,861 | $2.8M |
| Walleye Trading LLC | 0.04% | Add +355.2% | 338,254 | $2.8M |
| Swiss National Bank | 0.00% | Add +1.7% | 324,700 | $2.7M |
| Venture Visionary Partners LLC | 0.07% | Add +121.8% | 317,717 | $2.6M |
| Alliancebernstein L.P. | 0.00% | Add +114.7% | 364,554 | $2.5M |
| WINTON GROUP Ltd | 0.08% | Add +48.8% | 291,578 | $2.4M |
| Group One Trading LLC | 0.06% | Reduce -6.6% | 266,953 | $2.2M |
| Barclays PLC | 0.00% | Add +8.6% | 259,695 | $2.2M |
| Simplex Trading, LLC | 0.06% | Add +87.9% | 256,869 | $2.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +36.2% | 253,107 | $2.1M |
| XTX Topco Ltd | 0.03% | New | 250,226 | $2.1M |
| Summit Financial, LLC | 0.02% | Add +770.4% | 244,705 | $2.0M |
| Royal Bank of Canada | 0.00% | Reduce -9.7% | 227,431 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -25.6% | 207,621 | $1.8M |
| CenterBook Partners LP | 0.09% | New | 212,771 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +132.9% | 210,025 | $1.7M |
| Guggenheim Capital LLC | 0.01% | Add +0.8% | 200,412 | $1.7M |
| Sculptor Capital LP | 0.03% | New | 200,000 | $1.7M |
| New York State Teachers Retirement System | 0.00% | Reduce -2.7% | 198,836 | $1.6M |
| BNP Paribas Financial Markets | 0.00% | Reduce -7.7% | 193,463 | $1.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -7.3% | 192,439 | $1.6M |
| Deutsche Bank AG | 0.00% | Add +588.5% | 189,018 | $1.6M |
| Renaissance Technologies | 0.00% | Reduce -92.1% | 185,782 | $1.5M |
| California State Teachers Retirement System | 0.00% | Add +1.4% | 185,549 | $1.5M |
| Leonteq Securities AG | 0.09% | Reduce -8.8% | 182,872 | $1.5M |
| Brevan Howard Capital Management LP | 0.02% | Reduce -44.6% | 174,961 | $1.5M |
| Bank of Montreal | 0.00% | Add +8.6% | 169,897 | $1.4M |
| SummitTX Capital, L.P. | 0.04% | Reduce -49.3% | 167,939 | $1.4M |
| Prudential Financial Inc. | 0.00% | Add +15.4% | 167,924 | $1.4M |
| Citigroup Inc. | 0.00% | Reduce -29.4% | 163,776 | $1.4M |
| Quantbot Technologies LP | 0.05% | Add +74.1% | 160,131 | $1.3M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -0.6% | 156,891 | $1.3M |
| Summit Trail Advisors, LLC | 0.02% | Reduce -9.6% | 145,301 | $1.2M |
| LPL Financial LLC | 0.00% | Reduce -39.3% | 145,191 | $1.2M |
| Sei Investments Co. | 0.00% | Reduce -34.6% | 143,078 | $1.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | No change | 138,853 | $1.2M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -77.5% | 136,558 | $1.1M |
| FMR LLC | 0.00% | Reduce -94.0% | 133,480 | $1.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +19.4% | 132,116 | $1.1M |
| Bank of Nova Scotia | 0.00% | Reduce -42.8% | 131,213 | $1.1M |
| Victory Capital Management Inc. | 0.00% | Add +19.4% | 128,307 | $1.1M |
| Atom Investors LP | 0.08% | Reduce -41.1% | 113,922 | $944K |
| Exchange Traded Concepts, LLC | 0.00% | New | 110,799 | $919K |
| Corient Private Wealth LP | 0.00% | Add +59.1% | 110,277 | $914K |
| A&I Financial Services, LLC | 0.39% | Add +29.5% | 108,882 | $903K |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -59.6% | 108,803 | $902K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.6% | 103,818 | $861K |
| Illinois Municipal Retirement Fund | 0.01% | Add +12.0% | 97,688 | $810K |
"% of holder's portfolio" is WEN's weight in each manager's 13F, not the share of The Wendy's Co. the manager owns.