The Wendy'sWEN
13F holders, Q1 2024 (March 31)361holders
8famous investors
$18.85avg. 13F price*
At the end of Q1 2024, 361 institutions reported holding The Wendy's Co. (WEN) in their 13F filings. The largest holders were Trian Fund Management ($592.8M), Vanguard Group Inc. ($397.5M) and BlackRock Inc. ($372.1M). 8 famous investors held it, including Nelson Peltz (7.4% of Trian Fund Management's portfolio), Bill Nygren (0.3% of Harris Associates (Oakmark Funds)'s portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).
- Company
- The Wendy's Co.
- CUSIP
- 95058W100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $20.8M |
| Exits | 61 | $40.7M |
Ownership 361 holders
| Trian Fund Management | 7.39% | No change | 31,467,150 | $592.8M |
| Vanguard Group Inc. | 0.01% | Add +6.4% | 21,097,095 | $397.5M |
| BlackRock Inc. | 0.01% | Reduce -5.2% | 19,752,320 | $372.1M |
| Harris Associates (Oakmark Funds) | 0.26% | Add +74.9% | 8,643,075 | $162.8M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +26.6% | 5,958,435 | $112.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -0.5% | 5,911,981 | $111.4M |
| Massachusetts Financial Services Co. | 0.03% | Reduce -45.9% | 5,791,608 | $109.1M |
| Allspring Global Investments Holdings, LLC | 0.16% | Add +2.1% | 5,344,118 | $100.7M |
| State Street Corp. | 0.00% | Add +3.2% | 5,148,982 | $97.0M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -2.8% | 4,024,180 | $75.8M |
| AQR Capital Management | 0.12% | Add +12.7% | 3,853,260 | $72.6M |
| Janus Henderson Group PLC | 0.03% | Add +2.1% | 3,321,275 | $62.6M |
| Royal Bank of Canada | 0.01% | Reduce -4.7% | 3,107,570 | $58.5M |
| Millennium Management | 0.05% | Add +31.0% | 3,100,482 | $58.4M |
| Geode Capital Management, LLC | 0.01% | Add +3.9% | 2,914,416 | $54.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.2% | 2,642,690 | $49.8M |
| Two Sigma Advisers, LP | 0.09% | Reduce -5.8% | 2,091,905 | $39.4M |
| Two Sigma Investments, LP | 0.10% | Reduce -13.7% | 2,024,243 | $38.1M |
| Morgan Stanley | 0.00% | Add +0.4% | 1,745,814 | $32.9M |
| Squarepoint Ops LLC | 0.13% | Add +255.8% | 1,634,406 | $30.8M |
| Citadel Advisors | 0.03% | Add +1165.6% | 1,496,415 | $28.2M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +75.0% | 1,328,380 | $25.0M |
| Invesco Ltd. | 0.01% | Add +24.1% | 1,239,491 | $23.4M |
| Norges Bank | 0.00% | Reduce -13.5% | 1,227,038 | $23.1M |
| California Public Employees Retirement System | 0.02% | Add +9.3% | 1,197,597 | $22.6M |
| Qube Research & Technologies Ltd | 0.04% | Add +48.1% | 1,157,069 | $21.8M |
| Northern Trust Corp. | 0.00% | Reduce -11.9% | 1,090,323 | $20.5M |
| Horizon Kinetics Asset Management LLC | 0.39% | Reduce -5.8% | 1,065,402 | $20.1M |
| Capital Research Global Investors | 0.00% | No change | 1,056,138 | $19.9M |
| Voya Investment Management LLC | 0.02% | Add +6.3% | 964,055 | $18.2M |
| Nuveen Asset Management, LLC | 0.00% | Add +2.9% | 838,848 | $15.8M |
| Gradient Investments LLC | 0.37% | Add +9.7% | 838,680 | $15.8M |
| Victory Capital Management Inc. | 0.01% | Add +35.8% | 793,968 | $15.0M |
| Principal Financial Group Inc. | 0.01% | Add +1.9% | 632,121 | $11.9M |
| Retirement Systems of Alabama | 0.04% | Add +18.4% | 613,218 | $11.6M |
| FMR LLC | 0.00% | Add +37.1% | 573,253 | $10.8M |
| Rhumbline Advisers | 0.01% | Add +6.7% | 559,964 | $10.5M |
| UBS Group AG | 0.00% | Reduce -11.4% | 492,310 | $9.3M |
| Man Group plc | 0.02% | Reduce -77.4% | 478,345 | $9.0M |
| Bank of America Corp. | 0.00% | Reduce -35.1% | 453,294 | $8.5M |
| Nicholas Company, Inc. | 0.14% | No change | 448,585 | $8.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -22.0% | 426,031 | $8.0M |
| Cadence Bank | 0.58% | Add +48.3% | 420,395 | $7.9M |
| FIL Ltd | 0.01% | Add +416.7% | 362,991 | $6.8M |
| Macquarie Group Ltd. | 0.01% | Reduce -2.1% | 361,293 | $6.8M |
| Sei Investments Co. | 0.01% | Reduce -0.1% | 353,095 | $6.7M |
| Swiss National Bank | 0.00% | Reduce -1.3% | 346,200 | $6.5M |
| Baird Financial Group, Inc. | 0.01% | Add +19.8% | 346,005 | $6.5M |
| Credit Suisse AG/ | 0.01% | Reduce -3.4% | 308,828 | $5.8M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -7.2% | 257,230 | $5.6M |
| Dean Investment Associates, LLC | 0.76% | Add +12.3% | 293,529 | $5.5M |
| North Star Investment Management Corp. | 0.39% | Add +4.3% | 290,676 | $5.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.2% | 288,015 | $5.4M |
| Barclays PLC | 0.00% | Add +10.2% | 285,350 | $5.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.3% | 280,003 | $5.3M |
| Legal & General Group Plc | 0.00% | Add +0.8% | 273,649 | $5.2M |
| Landscape Capital Management, L.L.C. | 0.44% | New | 268,789 | $5.1M |
| Aquatic Capital Management LLC | 0.16% | Add +94.9% | 262,200 | $4.9M |
| Capstone Investment Advisors, LLC | 0.17% | Add +243.3% | 255,069 | $4.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -9.6% | 244,685 | $4.6M |
| Federated Hermes, Inc. | 0.01% | Add +13.4% | 239,874 | $4.5M |
| Gotham Asset Management | 0.07% | Add +157.2% | 235,535 | $4.4M |
| New York State Teachers Retirement System | 0.01% | No change | 230,091 | $4.3M |
| American International Group, Inc. | 0.01% | Reduce -2.0% | 222,582 | $4.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -86.7% | 218,729 | $4.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.0% | 203,527 | $3.8M |
| TD Asset Management Inc | 0.00% | Reduce -1.3% | 202,900 | $3.8M |
| Fort Pitt Capital Group, LLC | 0.12% | Add +15.5% | 199,981 | $3.8M |
| Citigroup Inc. | 0.00% | Reduce -9.1% | 194,255 | $3.7M |
| NFJ Investment Group, LLC | 0.10% | Reduce -62.0% | 188,889 | $3.6M |
| Creative Planning | 0.00% | Reduce -1.2% | 186,279 | $3.5M |
| Engineers Gate Manager LP | 0.09% | Add +64.2% | 185,357 | $3.5M |
| California State Teachers Retirement System | 0.00% | Reduce -6.5% | 174,720 | $3.3M |
| Thrivent Financial for Lutherans | 0.01% | Add +1.3% | 173,639 | $3.3M |
| Wells Fargo & Company | 0.00% | Add +22.8% | 168,222 | $3.2M |
| LPL Financial LLC | 0.00% | Add +1.3% | 159,163 | $3.0M |
| Twinbeech Capital LP | 0.06% | Add +104.5% | 157,969 | $3.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +5.5% | 155,320 | $2.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -12.5% | 153,434 | $2.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +15.8% | 153,193 | $2.9M |
| First Trust Advisors LP | 0.00% | Reduce -60.0% | 152,075 | $2.9M |
| Qsemble Capital Management, LP | 0.60% | New | 146,503 | $2.8M |
| Schonfeld Strategic Advisors LLC | 0.02% | Reduce -77.7% | 145,169 | $2.7M |
| Texas Permanent School Fund Corp. | 0.02% | Add +1.2% | 144,353 | $2.7M |
| Graham Capital Management, L.P. | 0.14% | Reduce -38.3% | 141,727 | $2.7M |
| VELA Investment Management, LLC | 0.98% | Add +6.9% | 141,642 | $2.7M |
| HRT Financial LP | 0.01% | Add +355.3% | 129,581 | $2.4M |
| Savant Capital, LLC | 0.03% | New | 129,483 | $2.4M |
| Guggenheim Capital LLC | 0.02% | Add +52.9% | 129,127 | $2.4M |
| D. E. Shaw & Co. | 0.00% | Add +65.1% | 126,241 | $2.4M |
| Agf Management Ltd. | 0.01% | Reduce -14.3% | 125,480 | $2.4M |
| Bank of Montreal | 0.00% | Add +54.4% | 120,502 | $2.3M |
| Gabelli Funds LLC | 0.02% | No change | 117,000 | $2.2M |
| New York State Common Retirement Fund | 0.00% | Reduce -19.3% | 115,200 | $2.2M |
| Amalgamated Bank | 0.02% | Reduce -11.7% | 103,012 | $1.9M |
| Dean Capital Management | 1.10% | Add +13.5% | 100,484 | $1.9M |
| Legato Capital Management LLC | 0.23% | Add +13.5% | 100,484 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -41.7% | 99,696 | $1.9M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -3.6% | 99,545 | $1.9M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.5% | 98,757 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.3% | 95,909 | $1.8M |
| Captrust Financial Advisors | 0.01% | Reduce -25.3% | 94,326 | $1.8M |
| Maverick Capital | 0.03% | New | 88,890 | $1.7M |
| Neuberger Berman Group LLC | 0.00% | Reduce -3.3% | 88,138 | $1.7M |
| AlphaQuest LLC | 0.28% | Add +57.1% | 86,858 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +40.6% | 83,440 | $1.6M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.8% | 83,240 | $1.6M |
| Joseph Group Capital Management | 0.78% | Add +25.2% | 83,037 | $1.6M |
| Savoir Faire Capital Management, L.P. | 0.71% | Reduce -62.3% | 82,216 | $1.5M |
| Raymond James & Associates | 0.00% | Add +0.6% | 82,059 | $1.5M |
| Shufro Rose & Co. LLC | 0.12% | Reduce -4.4% | 79,754 | $1.5M |
| Quantbot Technologies LP | 0.08% | Reduce -31.8% | 79,585 | $1.5M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -0.8% | 75,133 | $1.4M |
| Numerai GP LLC | 0.60% | Add +492.1% | 73,202 | $1.4M |
| ExodusPoint Capital Management, LP | 0.02% | Reduce -63.5% | 69,087 | $1.3M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -9.4% | 67,108 | $1.3M |
| Illinois Municipal Retirement Fund | 0.02% | Add +148.5% | 65,868 | $1.2M |
| Burney Co./ | 0.04% | Add +12.8% | 62,168 | $1.2M |
| Eagle Harbor Asset Management Inc. | 1.21% | Add +28.3% | 60,087 | $1.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +159.2% | 59,356 | $1.1M |
| Cubist Systematic Strategies, LLC | 0.01% | Reduce -87.8% | 58,510 | $1.1M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 57,781 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.7% | 57,545 | $1.1M |
| Teacher Retirement System of Texas | 0.01% | Add +12.3% | 56,584 | $1.1M |
| Bridgefront Capital, LLC | 0.79% | Add +256.5% | 55,229 | $1.0M |
| Jane Street Group, LLC | 0.00% | Reduce -43.7% | 54,525 | $1.0M |
| Verition Fund Management LLC | 0.01% | Reduce -54.5% | 54,067 | $1.0M |
| Clark Capital Management Group, Inc. | 0.01% | Add +43.3% | 52,966 | $998K |
| Truist Financial Corp. | 0.00% | Reduce -0.7% | 50,713 | $955K |
| Comerica Bank | 0.00% | Reduce -8.0% | 49,857 | $939K |
| Teza Capital Management LLC | 0.12% | Reduce -37.9% | 49,027 | $924K |
| Arizona State Retirement System | 0.01% | Reduce -3.1% | 48,182 | $908K |
| Louisiana State Employees Retirement System | 0.02% | Add +2.6% | 48,100 | $906K |
| Mercer Global Advisors Inc. | 0.00% | Add +9.9% | 45,992 | $866K |
| Gsa Capital Partners LLP | 0.07% | Reduce -65.9% | 45,934 | $865K |
| Ascent Group, LLC | 0.07% | Reduce -3.5% | 44,971 | $847K |
| McDonald Partners LLC | 0.23% | Reduce -1.2% | 44,653 | $841K |
| Cullen Investment Group, LTD. | 0.13% | Add +0.7% | 45,165 | $836K |
| Allianz Asset Management GmbH | 0.00% | Reduce -18.4% | 44,198 | $833K |
| Wesbanco Bank Inc. | 0.03% | New | 42,915 | $809K |
| Deutsche Bank AG | 0.00% | Add +6.1% | 41,238 | $777K |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -12.2% | 41,228 | $777K |
| Cetera Investment Advisers | 0.00% | Add +162.9% | 41,006 | $773K |
| State of Michigan Retirement System | 0.00% | Add +2.3% | 40,985 | $772K |
| Occudo Quantitative Strategies LP | 0.13% | New | 38,536 | $726K |
| Duality Advisers, LP | 0.07% | New | 37,471 | $706K |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.3% | 37,265 | $702K |
| Campbell & CO Investment Adviser LLC | 0.06% | Reduce -12.3% | 37,025 | $698K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +0.3% | 36,957 | $696K |
| Ameritas Investment Partners, Inc. | 0.02% | No change | 36,889 | $695K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 35,955 | $677K |
| Xponance LLC | 0.01% | Reduce -5.5% | 35,310 | $665K |
| American Century Companies Inc. | 0.00% | Add +0.3% | 35,107 | $661K |
| New Mexico Educational Retirement Board | 0.02% | No change | 34,800 | $656K |
| Exchange Traded Concepts, LLC | 0.02% | Add +20.9% | 33,564 | $632K |
| Petrus Trust Company, LTA | 0.06% | No change | 33,161 | $625K |
| Linden Thomas Advisory Services, LLC | 0.10% | Add +2.7% | 32,727 | $617K |
| PEAK6 Investments LLC | 0.03% | Add +0.8% | 32,337 | $609K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -3.0% | 32,035 | $604K |
| Jefferies Financial Group Inc. | 0.01% | New | 31,815 | $599K |
| Corient Private Wealth LP | 0.00% | Reduce -0.3% | 31,255 | $589K |
| Handelsbanken Fonder AB | 0.00% | No change | 30,757 | $579K |
| Boyar Asset Management Inc. | 0.37% | Add +4.9% | 30,014 | $565K |
| Jump Financial, LLC | 0.02% | Reduce -64.2% | 30,000 | $565K |
| Shelton Capital Management | 0.02% | New | 29,474 | $555K |
| NCM Capital Management, LLC | 0.29% | No change | 27,695 | $522K |
| Towerview LLC | 0.34% | New | 27,500 | $518K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +12.3% | 26,739 | $504K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -3.7% | 26,370 | $497K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -13.4% | 26,341 | $496K |
| Nisa Investment Advisors, LLC | 0.00% | Add +12.4% | 25,325 | $477K |
| Pacer Advisors, Inc. | 0.00% | Reduce -35.8% | 24,899 | $469K |
| Park Avenue Securities LLC | 0.01% | Reduce -4.8% | 24,657 | $465K |
| Pacific Global Investment Management Co. | 0.09% | Reduce -10.4% | 23,780 | $448K |
| PNC Financial Services Group, Inc. | 0.00% | Add +91.0% | 23,762 | $448K |
| Pictet Asset Management Holding SA | 0.00% | Add +7.5% | 22,533 | $425K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +38.5% | 22,531 | $424K |
| Kestra Advisory Services, LLC | 0.00% | New | 22,401 | $422K |
| US Bancorp \de | 0.00% | Reduce -33.5% | 22,275 | $420K |
| Nexpoint Asset Management, L.P. | 0.06% | Add +79.9% | 20,871 | $393K |
| BNP Paribas Financial Markets | 0.00% | Reduce -55.8% | 20,461 | $385K |
| IMC-Chicago, LLC | 0.01% | New | 20,233 | $381K |
| Prosperity Consulting Group, LLC | 0.05% | New | 20,126 | $379K |
| Trivium Point Advisory, LLC | 0.08% | Reduce -17.7% | 20,050 | $378K |
| Arkadios Wealth Advisors | 0.03% | Reduce -1.3% | 20,050 | $378K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 19,911 | $375K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.13% | Add +18175.2% | 19,920 | $375K |
| State of Wisconsin Investment Board | 0.00% | Reduce -26.9% | 19,659 | $370K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 18,800 | $354K |
| Bank of Nova Scotia | 0.00% | Reduce -8.7% | 18,774 | $354K |
| State of Alaska, Department of Revenue | 0.00% | No change | 18,482 | $348K |
| Mariner, LLC | 0.00% | Add +0.3% | 18,357 | $346K |
| Private Wealth Strategies, L.L.C. | 0.07% | Add +0.0% | 17,868 | $337K |
| Mgo One Seven LLC | 0.02% | Reduce -1.4% | 17,528 | $330K |
| Stifel Financial Corp. | 0.00% | Add +2.2% | 17,504 | $330K |
| Regions Financial Corp. | 0.00% | Reduce -0.4% | 17,471 | $329K |
| Longfellow Investment Management Co. LLC | 0.07% | Add +80.0% | 17,446 | $329K |
| My Legacy Advisors, LLC | 0.11% | Reduce -0.7% | 17,118 | $323K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 17,000 | $320K |
| Pathstone Holdings, LLC | 0.00% | Add +8.8% | 16,724 | $315K |
| Hantz Financial Services, Inc. | 0.01% | Add +0.2% | 16,111 | $304K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -4.3% | 16,134 | $304K |
| Tidal Investments LLC | 0.01% | Add +10.9% | 16,079 | $303K |
| Capital Fund Management S.A. | 0.00% | New | 16,051 | $302K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 15,974 | $301K |
| Financial Advocates Investment Management | 0.02% | Add +4.4% | 15,410 | $290K |
| FSM Wealth Advisors, LLC | 0.10% | No change | 15,300 | $288K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -1.5% | 15,208 | $287K |
| Janney Montgomery Scott LLC | 0.00% | Add +5.6% | 15,170 | $286K |
| 1ST Source Bank | 0.02% | No change | 15,085 | $284K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -70.0% | 14,958 | $282K |
| HB Wealth Management, LLC | 0.00% | Reduce -4.3% | 14,802 | $279K |
| Maryland State Retirement & Pension System | 0.01% | No change | 13,617 | $260K |
| Securian Asset Management, Inc. | 0.01% | Reduce -2.5% | 13,739 | $259K |
| Private Advisor Group, LLC | 0.00% | Reduce -6.8% | 13,365 | $252K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -78.5% | 13,107 | $247K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.04% | No change | 13,000 | $245K |
| Phoenix Financial Ltd. | 0.00% | New | 13,000 | $244K |
| SG Americas Securities, LLC | 0.00% | Reduce -22.6% | 12,800 | $241K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | New | 12,789 | $241K |
| Walleye Capital LLC | 0.00% | Add +697.8% | 12,685 | $239K |
| CI Investments Inc. | 0.00% | Add +26.4% | 12,617 | $238K |
| Wolverine Trading, LLC | 0.00% | New | 12,456 | $235K |
| Quantinno Capital Management LP | 0.01% | New | 12,355 | $233K |
| Point72 (DIFC) Ltd | 0.02% | — | 12,339 | $232K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -11.3% | 12,245 | $231K |
| Becker Capital Management Inc. | 0.01% | Reduce -11.1% | 12,235 | $231K |
| King Wealth Management Group | 0.04% | Reduce -7.9% | 12,137 | $229K |
| Cerity Partners LLC | 0.00% | New | 12,037 | $227K |
| Cwm, LLC | 0.00% | Add +15.6% | 11,993 | $226K |
| Capital Investment Advisors, LLC | 0.01% | Add +1.3% | 11,991 | $226K |
| Capula Management Ltd | 0.01% | New | 11,982 | $226K |
| United Services Automobile Association | 0.01% | Reduce -10.9% | 11,928 | $225K |
| Csenge Advisory Group | 0.01% | Add +4.2% | 11,684 | $220K |
| Beverly Hills Private Wealth, LLC | 0.05% | Add +1.4% | 11,427 | $215K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -2.3% | 11,425 | $215K |
| Semanteon Capital Management, LP | 0.13% | New | 11,122 | $210K |
| Whitcomb & Hess, Inc. | 0.07% | Add +1.3% | 11,079 | $209K |
| Huntington National Bank | 0.00% | Reduce -27.1% | 11,002 | $207K |
| Systematic Portfolios LLC | 0.68% | New | 3,561 | $206K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -14.7% | 10,872 | $205K |
| Impact Partnership Wealth, LLC | 0.08% | New | 10,704 | $202K |
| Cresset Asset Management, LLC | 0.00% | New | 10,549 | $199K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.05% | New | 10,456 | $197K |
| Everhart Financial Group, Inc. | 0.06% | No change | 10,248 | $193K |
| CIBC Private Wealth Group LLC | 0.00% | New | 10,288 | $191K |
| Pinnacle Associates Ltd. | 0.00% | No change | 10,040 | $189K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -61.3% | 9,336 | $176K |
| Handelsinvest Investeringsforvaltning | 0.08% | Reduce -34.2% | 8,780 | $165K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 7,223 | $135K |
| S.A. Mason LLC | 0.08% | No change | 6,800 | $128K |
| Covestor Ltd | 0.08% | Add +23.9% | 6,575 | $124K |
| Western Pacific Wealth Management, LP | 0.09% | New | 6,315 | $119K |
| UMB Bank, n.a. | 0.00% | Add +1252.9% | 5,750 | $108K |
| Richardson Financial Services Inc. | 0.07% | Add +3.5% | 5,270 | $99K |
| Continuum Advisory, LLC | 0.01% | New | 4,832 | $94K |
| FinTrust Capital Advisors, LLC | 0.02% | Reduce -12.4% | 4,510 | $85K |
| Allworth Financial LP | 0.00% | Reduce -6.2% | 4,366 | $82K |
| IFP Advisors, Inc | 0.00% | Add +5.2% | 4,324 | $81K |
| Walleye Trading LLC | 0.00% | New | 4,225 | $80K |
| Private Trust Co. NA | 0.01% | Add +950.0% | 4,200 | $79K |
| Hexagon Capital Partners LLC | 0.02% | Add +44.5% | 4,108 | $77K |
| Peoples Bank | 0.05% | No change | 3,679 | $69K |
| KBC Group NV | 0.00% | Reduce -68.1% | 3,584 | $68K |
| Headlands Technologies LLC | 0.02% | New | 3,566 | $67K |
| Fifth Third Bancorp | 0.00% | Add +46.8% | 3,452 | $65K |
| Russell Investments Group, Ltd. | 0.00% | Add +3.1% | 3,320 | $63K |
| State of Wyoming | 0.01% | Reduce -24.6% | 3,307 | $62K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 3,050 | $57K |
| Van Eck Associates Corp. | 0.00% | Add +4.9% | 3,031 | $57K |
| Pflug Koory, LLC | 0.00% | No change | 2,805 | $53K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -12.1% | 2,655 | $50K |
| Global Retirement Partners, LLC | 0.00% | Reduce -7.2% | 2,552 | $48K |
| Abich Financial Wealth Management LLC | 0.03% | New | 2,359 | $44K |
| Mather Group, Llc. | 0.00% | New | 2,263 | $44K |
| Ancora Advisors LLC | 0.00% | No change | 2,280 | $43K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.9% | 2,252 | $42K |
| Leonteq Securities AG | 0.01% | Add +878.4% | 2,172 | $41K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 2,125 | $40K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,122 | $40K |
| CoreCap Advisors, LLC | 0.00% | New | 1,935 | $36K |
| Bessemer Group Inc. | 0.00% | Add +483.2% | 1,872 | $35K |
| Quadrant Capital Group LLC | 0.00% | Reduce -18.9% | 1,716 | $32K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -62.5% | 1,655 | $31K |
| Salomon & Ludwin, LLC | 0.00% | Add +378.1% | 1,568 | $30K |
| Field & Main Bank | 0.01% | No change | 1,500 | $28K |
| Motco | 0.00% | No change | 1,417 | $27K |
| Signaturefd, LLC | 0.00% | Add +33.9% | 1,358 | $26K |
| NewEdge Advisors, LLC | 0.00% | Reduce -28.7% | 1,301 | $25K |
| LRI Investments, LLC | 0.01% | — | 1,258 | $24K |
| First United Bank & Trust | 0.01% | No change | 1,233 | $23K |
| Lindbrook Capital, LLC | 0.00% | Reduce -7.1% | 1,198 | $23K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,137 | $21K |
| Parallel Advisors, LLC | 0.00% | Reduce -18.5% | 1,090 | $21K |
| Principal Securities, Inc. | 0.00% | No change | 1,065 | $20K |
| Creative Financial Designs Inc. | 0.00% | Add +0.8% | 1,009 | $19K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -4.1% | 1,016 | $19K |
| Highlander Capital Management, LLC | 0.01% | Reduce -28.6% | 1,000 | $19K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,000 | $19K |
| Rise Advisors, LLC | 0.01% | New | 895 | $17K |
| Optimum Investment Advisors | 0.01% | No change | 800 | $15K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -62.1% | 600 | $15K |
| Quent Capital, LLC | 0.00% | Add +10.6% | 753 | $14K |
| Pittenger & Anderson Inc. | 0.00% | No change | 750 | $14K |
| Arrow Financial Corp | 0.00% | No change | 670 | $13K |
| Valley National Advisers Inc. | 0.00% | Add +1.4% | 678 | $12K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 600 | $11K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -27.3% | 600 | $11K |
| AlphaMark Advisors, LLC | 0.00% | No change | 583 | $11K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 541 | $10K |
| Spire Wealth Management | 0.00% | Reduce -10.0% | 506 | $10K |
| McIlrath & Eck, LLC | 0.00% | No change | 476 | $9K |
| Harbour Investments, Inc. | 0.00% | Add +333.3% | 468 | $9K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +38.3% | 466 | $9K |
| Cornerstone Planning Group LLC | 0.00% | Add +1.5% | 415 | $8K |
| Venturi Wealth Management, LLC | 0.00% | New | 432 | $8K |
| Financial Management Professionals, Inc. | 0.00% | No change | 425 | $8K |
| Assetmark, Inc. | 0.00% | Reduce -46.5% | 408 | $8K |
| LGT Financial Advisors LLC | 0.01% | No change | 377 | $7K |
| Natixis | 0.00% | Add +22.7% | 362 | $7K |
| Sound Income Strategies, LLC | 0.00% | Add +130.5% | 355 | $7K |
| First Community Trust NA | 0.01% | No change | 350 | $7K |
| Avior Wealth Management, LLC | 0.00% | No change | 350 | $7K |
| GoalVest Advisory LLC | 0.00% | New | 340 | $6K |
| NBT Bank, N.A. | 0.00% | Add +1.2% | 329 | $6K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -52.5% | 285 | $5K |
| GAMMA Investing LLC | 0.00% | Reduce -1.4% | 277 | $5K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.7% | 272 | $5K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 251 | $5K |
| Oakworth Capital, Inc. | 0.00% | No change | 257 | $5K |
| Abound Wealth Management | 0.00% | No change | 226 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 213 | $4K |
| Transcendent Capital Group LLC | 0.00% | New | 200 | $4K |
| Kelly Financial Services LLC | 0.00% | No change | 200 | $4K |
| Anchor Investment Management, LLC | 0.00% | No change | 200 | $4K |
| St Germain D J Co. Inc. | 0.00% | No change | 174 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -16.9% | 153 | $3K |
| VitalStone Financial, LLC | 0.00% | Add +13.7% | 149 | $3K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 157 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -23.6% | 107 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 100 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 62 | $1K |
| Main Street Group, LTD | 0.00% | No change | 43 | $799 |
| American Capital Advisory, LLC | 0.00% | Reduce -47.1% | 36 | $785 |
| AdvisorNet Financial, Inc | 0.00% | New | 41 | $772 |
| Arax Advisory Partners | 0.00% | Reduce -85.3% | 39 | $741 |
| Versant Capital Management, Inc | 0.00% | Reduce -31.1% | 31 | $584 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -14.3% | 30 | $566 |
| First Manhattan Co. Llc. | 0.00% | No change | 29 | $546 |
| IAG Wealth Partners, LLC | 0.00% | No change | 27 | $509 |
| Clearstead Advisors, LLC | 0.00% | No change | 20 | $368 |
| Opal Wealth Advisors, LLC | 0.00% | New | 15 | $283 |
| Laurel Wealth Advisors LLC | 0.00% | No change | 15 | $283 |
| Clear Point Advisors Inc. | 0.00% | No change | 11 | $210 |
| Scarborough Advisors, LLC | 0.00% | No change | 9 | $166 |
| Larson Financial Group LLC | 0.00% | No change | 7 | $134 |
| MV Capital Management, Inc. | 0.00% | New | 5 | $95 |
| Tyler-Stone Wealth Management | 0.00% | No change | 4 | $76 |
| TFO Wealth Partners, LLC | 0.00% | No change | 4 | $75 |
| Shell Asset Management Co. | 0.00% | Reduce -100.0% | 1 | $0 |
| Cutler Group LLC / CA | 0.00% | Reduce -82.0% | 18 | $0 |
"% of holder's portfolio" is WEN's weight in each manager's 13F, not the share of The Wendy's Co. the manager owns.