The Wendy'sWEN
13F holders, Q2 2024 (June 30)390holders +29
66new positions
40sold out
8famous investors
$16.96avg. 13F price*
At the end of Q2 2024, 390 institutions reported holding The Wendy's Co. (WEN) in their 13F filings, up 29 from Q1 2024. 66 opened new positions and 40 sold out. The largest holders were Trian Fund Management ($534.4M), Vanguard Group Inc. ($368.6M) and BlackRock Inc. ($332.5M). 8 famous investors held it, including Nelson Peltz (13.0% of Trian Fund Management's portfolio), Bill Nygren (0.3% of Harris Associates (Oakmark Funds)'s portfolio) and Cliff Asness (0.2% 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $92.4M |
| Exits | 40 | $77.7M |
All 13F filers, Q1 2024 → Q2 2024: 17,113,007 shares bought and 17,458,717 shares sold, net −345,710 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 390 holders
| Trian Fund Management | 13.03% | Add +0.1% | 31,507,868 | $534.4M |
| Vanguard Group Inc. | 0.01% | Add +3.0% | 21,733,348 | $368.6M |
| BlackRock Inc. | 0.01% | Reduce -0.8% | 19,605,130 | $332.5M |
| Harris Associates (Oakmark Funds) | 0.27% | Add +9.8% | 9,491,889 | $161.0M |
| AQR Capital Management | 0.18% | Add +76.8% | 6,813,786 | $115.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.3% | 6,035,414 | $102.4M |
| State Street Corp. | 0.00% | Add +0.0% | 5,149,792 | $87.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -14.1% | 5,077,353 | $86.1M |
| Allspring Global Investments Holdings, LLC | 0.14% | Reduce -5.1% | 5,069,464 | $86.0M |
| Dimensional Fund Advisors LP | 0.02% | Add +1.8% | 4,094,694 | $69.4M |
| Squarepoint Ops LLC | 0.22% | Add +113.6% | 3,491,376 | $59.2M |
| Janus Henderson Group PLC | 0.03% | Reduce -8.4% | 3,040,701 | $51.6M |
| Geode Capital Management, LLC | 0.00% | Add +2.3% | 2,981,961 | $50.6M |
| Royal Bank of Canada | 0.01% | Reduce -7.0% | 2,888,957 | $49.0M |
| Bank of New York Mellon Corp | 0.01% | Add +3.9% | 2,745,202 | $46.6M |
| Point72 Asset Management | 0.14% | New | 2,481,400 | $42.1M |
| Morgan Stanley | 0.00% | Add +36.5% | 2,383,237 | $40.4M |
| Millennium Management | 0.03% | Reduce -34.9% | 2,020,090 | $34.3M |
| Two Sigma Advisers, LP | 0.06% | Reduce -23.9% | 1,591,305 | $27.0M |
| Two Sigma Investments, LP | 0.06% | Reduce -23.1% | 1,556,404 | $26.4M |
| Invesco Ltd. | 0.01% | Add +17.9% | 1,461,651 | $24.8M |
| Northern Trust Corp. | 0.00% | Add +16.2% | 1,267,197 | $21.5M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -7.7% | 1,226,264 | $20.8M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -81.5% | 1,069,077 | $18.1M |
| Capital Research Global Investors | 0.00% | No change | 1,056,138 | $17.9M |
| Assenagon Asset Management S.A. | 0.04% | New | 1,007,904 | $17.1M |
| Horizon Kinetics Asset Management LLC | 0.30% | Reduce -6.0% | 1,001,832 | $17.0M |
| Voya Investment Management LLC | 0.02% | Add +1.5% | 978,531 | $16.6M |
| Victory Capital Management Inc. | 0.02% | Add +12.7% | 894,424 | $15.2M |
| Bank of Montreal | 0.00% | Add +619.4% | 866,878 | $14.7M |
| Gradient Investments LLC | 0.31% | Reduce -1.6% | 825,694 | $14.0M |
| California Public Employees Retirement System | 0.01% | Reduce -31.1% | 825,295 | $14.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +84.8% | 787,358 | $13.4M |
| Norges Bank | 0.00% | Reduce -44.1% | 685,982 | $11.6M |
| Davidson Kempner Capital Management LP | 0.26% | New | 650,000 | $11.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.03% | — | 644,615 | $10.9M |
| Retirement Systems of Alabama | 0.04% | Reduce -0.8% | 608,498 | $10.3M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -32.5% | 565,996 | $9.6M |
| Principal Financial Group Inc. | 0.01% | Reduce -12.2% | 554,868 | $9.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +87.9% | 541,091 | $9.2M |
| Rhumbline Advisers | 0.01% | Reduce -4.4% | 535,220 | $9.1M |
| Bank of America Corp. | 0.00% | Add +3.8% | 470,407 | $8.0M |
| First Trust Advisors LP | 0.01% | Add +208.2% | 468,736 | $7.9M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -59.5% | 468,243 | $7.9M |
| Federated Hermes, Inc. | 0.02% | Add +83.0% | 438,952 | $7.4M |
| Cadence Bank | 0.54% | Add +1.0% | 424,704 | $7.2M |
| FIL Ltd | 0.01% | Add +5.5% | 382,915 | $6.5M |
| Sei Investments Co. | 0.01% | Add +8.2% | 382,145 | $6.5M |
| Macquarie Group Ltd. | 0.01% | Add +0.6% | 363,280 | $6.2M |
| Swiss National Bank | 0.00% | Reduce -0.8% | 343,500 | $5.8M |
| UBS Group AG | 0.00% | Reduce -33.8% | 325,705 | $5.5M |
| Alliancebernstein L.P. | 0.00% | Add +23.8% | 302,938 | $5.1M |
| Dean Investment Associates, LLC | 0.70% | Reduce -1.0% | 290,576 | $4.9M |
| North Star Investment Management Corp. | 0.35% | Reduce -2.8% | 282,684 | $4.8M |
| Legal & General Group Plc | 0.00% | Add +1.9% | 278,900 | $4.7M |
| Barclays PLC | 0.00% | Reduce -5.0% | 271,087 | $4.6M |
| Walleye Capital LLC | 0.05% | Add +2017.3% | 268,579 | $4.6M |
| Gotham Asset Management | 0.05% | Add +3.8% | 244,493 | $4.1M |
| FMR LLC | 0.00% | Reduce -58.2% | 239,622 | $4.1M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -11.8% | 226,768 | $3.8M |
| New York State Teachers Retirement System | 0.01% | Reduce -3.1% | 222,991 | $3.8M |
| Fort Pitt Capital Group, LLC | 0.11% | Add +9.0% | 218,037 | $3.7M |
| Corebridge Financial, Inc. | 0.02% | — | 211,252 | $3.6M |
| Creative Planning | 0.00% | Add +5.2% | 195,982 | $3.3M |
| Nicholas Company, Inc. | 0.06% | Reduce -56.5% | 195,160 | $3.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.7% | 193,957 | $3.3M |
| Verition Fund Management LLC | 0.03% | Add +253.9% | 191,337 | $3.2M |
| Engineers Gate Manager LP | 0.07% | Add +2.3% | 189,627 | $3.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -18.7% | 177,877 | $3.0M |
| ExodusPoint Capital Management, LP | 0.03% | Add +157.1% | 177,601 | $3.0M |
| Cubist Systematic Strategies, LLC | 0.05% | Add +201.7% | 176,500 | $3.0M |
| Maverick Capital | 0.06% | Add +98.2% | 176,144 | $3.0M |
| California State Teachers Retirement System | 0.00% | Reduce -2.5% | 170,305 | $2.9M |
| Neo Ivy Capital Management | 0.57% | — | 170,264 | $2.9M |
| LPL Financial LLC | 0.00% | Add +1.3% | 161,239 | $2.7M |
| Trexquant Investment LP | 0.04% | New | 158,574 | $2.7M |
| NFJ Investment Group, LLC | 0.08% | Reduce -16.2% | 158,323 | $2.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.9% | 152,290 | $2.6M |
| VELA Investment Management, LLC | 0.85% | No change | 141,642 | $2.4M |
| Capital Fund Management S.A. | 0.03% | Add +775.2% | 140,483 | $2.4M |
| Guggenheim Capital LLC | 0.02% | Add +7.8% | 139,259 | $2.4M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -11.4% | 135,932 | $2.3M |
| Agf Management Ltd. | 0.01% | Add +7.8% | 135,270 | $2.3M |
| New York State Common Retirement Fund | 0.00% | Add +13.0% | 130,131 | $2.2M |
| Wells Fargo & Company | 0.00% | Reduce -25.0% | 126,114 | $2.1M |
| State of Wisconsin Investment Board | 0.01% | Add +524.0% | 122,675 | $2.1M |
| Gsa Capital Partners LLP | 0.14% | Add +161.3% | 120,050 | $2.0M |
| Gabelli Funds LLC | 0.01% | Reduce -3.4% | 113,000 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -28.5% | 109,467 | $1.9M |
| Dean Capital Management | 2.34% | Add +6.7% | 107,217 | $1.8M |
| Legato Capital Management LLC | 0.24% | Add +6.7% | 107,217 | $1.8M |
| Point72 (DIFC) Ltd | 0.16% | Add +767.3% | 107,021 | $1.8M |
| Amalgamated Bank | 0.02% | Add +3.1% | 106,230 | $1.8M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -30.0% | 101,655 | $1.7M |
| Quantbot Technologies LP | 0.08% | Add +26.4% | 100,555 | $1.7M |
| Captrust Financial Advisors | 0.01% | Add +3.7% | 97,809 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.05% | New | 97,076 | $1.6M |
| Illinois Municipal Retirement Fund | 0.02% | Add +46.4% | 96,447 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.1% | 95,954 | $1.6M |
| Joseph Group Capital Management | 0.84% | Add +14.7% | 95,228 | $1.6M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -4.4% | 95,134 | $1.6M |
| MetLife Investment Management, LLC | 0.01% | Reduce -7.3% | 91,542 | $1.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +53.2% | 90,940 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.0% | 89,725 | $1.5M |
| D. E. Shaw & Co. | 0.00% | Reduce -30.0% | 88,381 | $1.5M |
| Cerity Partners LLC | 0.00% | Add +594.8% | 83,629 | $1.4M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 83,240 | $1.4M |
| Aquatic Capital Management LLC | 0.05% | Reduce -70.3% | 77,800 | $1.3M |
| Teacher Retirement System of Texas | 0.01% | Add +35.1% | 76,420 | $1.3M |
| Neuberger Berman Group LLC | 0.00% | Reduce -13.9% | 75,881 | $1.3M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -0.1% | 75,060 | $1.3M |
| Advisors Asset Management, Inc. | 0.02% | Add +2640.8% | 72,768 | $1.2M |
| IMC-Chicago, LLC | 0.04% | Add +257.1% | 72,249 | $1.2M |
| Shufro Rose & Co. LLC | 0.10% | Reduce -9.8% | 71,942 | $1.2M |
| Clark Capital Management Group, Inc. | 0.01% | Add +30.3% | 68,993 | $1.2M |
| Public Employees Retirement System of Ohio | 0.00% | Add +2.5% | 68,763 | $1.2M |
| TD Asset Management Inc | 0.00% | Reduce -66.9% | 67,100 | $1.1M |
| Nomura Holdings Inc. | 0.01% | New | 66,713 | $1.1M |
| Mattson Financial Services, LLC | 0.40% | — | 65,691 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -21.6% | 65,417 | $1.1M |
| Aigen Investment Management, LP | 0.21% | New | 64,245 | $1.1M |
| HSBC Holdings PLC | 0.00% | New | 62,605 | $1.1M |
| Capstone Investment Advisors, LLC | 0.05% | Reduce -75.6% | 62,220 | $1.1M |
| Canada Pension Plan Investment Board | 0.00% | New | 60,700 | $1.0M |
| Kimelman & Baird, LLC | 0.08% | — | 58,878 | $999K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 57,781 | $980K |
| Quantinno Capital Management LP | 0.02% | Add +365.6% | 57,522 | $976K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -68.4% | 54,809 | $930K |
| Eagle Harbor Asset Management Inc. | 1.00% | Reduce -8.8% | 54,820 | $930K |
| Atria Investments, Inc | 0.01% | New | 52,856 | $896K |
| Yousif Capital Management, LLC | 0.01% | Reduce -10.4% | 51,540 | $874K |
| Truist Financial Corp. | 0.00% | Add +1.6% | 51,523 | $874K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +446.3% | 51,004 | $865K |
| Cwm, LLC | 0.00% | Add +312.2% | 49,436 | $838K |
| Arizona State Retirement System | 0.01% | Add +1.5% | 48,893 | $829K |
| Regal Investment Advisors LLC | 0.05% | New | 47,439 | $805K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -2.3% | 47,000 | $797K |
| Mercer Global Advisors Inc. | 0.00% | Add +2.1% | 46,945 | $796K |
| Axq Capital, LP | 0.19% | New | 46,725 | $792K |
| Cullen Investment Group, LTD. | 0.12% | Add +0.7% | 45,494 | $772K |
| Comerica Bank | 0.00% | Reduce -9.0% | 45,391 | $770K |
| McDonald Partners LLC | 0.21% | Add +1.2% | 45,199 | $767K |
| Pacer Advisors, Inc. | 0.00% | Add +75.9% | 43,804 | $743K |
| Simplex Trading, LLC | 0.02% | New | 43,594 | $739K |
| Pallas Capital Advisors LLC | 0.03% | New | 38,854 | $702K |
| SG Americas Securities, LLC | 0.00% | Add +221.1% | 41,094 | $697K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +52.0% | 40,044 | $679K |
| State of Michigan Retirement System | 0.00% | Reduce -2.4% | 39,985 | $678K |
| Brown Financial Advisors | 0.30% | — | 39,943 | $677K |
| Raymond James & Associates | 0.00% | Reduce -53.2% | 38,432 | $652K |
| Cetera Investment Advisers | 0.00% | Reduce -6.3% | 38,402 | $651K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +5.4% | 37,883 | $642K |
| NCM Capital Management, LLC | 0.34% | Add +36.1% | 37,695 | $639K |
| Ascent Group, LLC | 0.05% | Reduce -17.5% | 37,091 | $629K |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -0.5% | 37,084 | $629K |
| Occudo Quantitative Strategies LP | 0.11% | Reduce -3.8% | 37,055 | $628K |
| Deutsche Bank AG | 0.00% | Reduce -10.4% | 36,953 | $627K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.3% | 36,828 | $625K |
| Jefferies Financial Group Inc. | 0.01% | Add +12.9% | 35,928 | $609K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -4.2% | 35,342 | $599K |
| Exchange Traded Concepts, LLC | 0.02% | Add +5.0% | 35,256 | $598K |
| American Century Companies Inc. | 0.00% | Add +0.3% | 35,224 | $597K |
| Rothschild Investment LLC | 0.04% | New | 35,100 | $595K |
| State of Tennessee, Department of Treasury | 0.00% | New | 35,000 | $594K |
| New Mexico Educational Retirement Board | 0.02% | No change | 34,800 | $590K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -16.3% | 34,528 | $586K |
| Quinn Opportunity Partners LLC | 0.07% | New | 34,000 | $577K |
| Handelsbanken Fonder AB | 0.00% | Add +8.8% | 33,457 | $567K |
| Corient Private Wealth LP | 0.00% | Add +5.7% | 33,039 | $560K |
| Jane Street Group, LLC | 0.00% | Reduce -40.1% | 32,676 | $554K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.0% | 32,036 | $543K |
| Redwood Investment Management, LLC | 0.05% | New | 31,786 | $539K |
| Paloma Partners Management Co | 0.06% | New | 30,838 | $523K |
| BNP Paribas Financial Markets | 0.00% | Add +49.4% | 30,565 | $518K |
| Boyar Asset Management Inc. | 0.35% | Add +0.0% | 30,021 | $509K |
| Cresset Asset Management, LLC | 0.00% | Add +181.3% | 29,673 | $503K |
| Sanctuary Advisors, LLC | 0.00% | — | 24,841 | $500K |
| Shelton Capital Management | 0.01% | No change | 29,474 | $500K |
| Campbell & CO Investment Adviser LLC | 0.04% | Reduce -21.5% | 29,049 | $493K |
| Susquehanna International Group, LLP | 0.00% | New | 28,280 | $480K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.7% | 27,450 | $466K |
| Frank, Rimerman Advisors LLC | 0.03% | New | 27,156 | $461K |
| Prosperity Consulting Group, LLC | 0.06% | Add +31.2% | 26,399 | $448K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -0.4% | 26,265 | $445K |
| Stifel Financial Corp. | 0.00% | Add +49.4% | 26,154 | $444K |
| Nisa Investment Advisors, LLC | 0.00% | Add +2.1% | 25,870 | $439K |
| Xponance LLC | 0.00% | Reduce -27.9% | 25,467 | $432K |
| Two Sigma Securities, LLC | 0.02% | New | 25,200 | $427K |
| Kestra Advisory Services, LLC | 0.00% | Add +9.9% | 24,609 | $417K |
| Park Avenue Securities LLC | 0.00% | Reduce -4.0% | 23,662 | $401K |
| Pacific Global Investment Management Co. | 0.08% | Reduce -1.2% | 23,493 | $398K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.9% | 22,826 | $387K |
| Longfellow Investment Management Co. LLC | 0.10% | Add +29.6% | 22,614 | $384K |
| Pictet Asset Management Holding SA | 0.00% | No change | 22,533 | $382K |
| Towerview LLC | 0.25% | Reduce -18.2% | 22,500 | $382K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.11% | Add +12.6% | 22,435 | $380K |
| US Bancorp \de | 0.00% | Reduce -0.8% | 22,094 | $375K |
| Empowered Funds, LLC | 0.01% | New | 21,979 | $373K |
| Mariner, LLC | 0.00% | Add +17.9% | 21,650 | $367K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -4.2% | 21,592 | $366K |
| Citigroup Inc. | 0.00% | Reduce -88.9% | 21,498 | $365K |
| Wolverine Trading, LLC | 0.01% | Add +64.0% | 20,425 | $346K |
| Trivium Point Advisory, LLC | 0.05% | Add +1.1% | 20,267 | $344K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 19,911 | $338K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +20.3% | 19,222 | $326K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -1.6% | 18,500 | $314K |
| State of Alaska, Department of Revenue | 0.00% | No change | 18,482 | $313K |
| Walleye Trading LLC | 0.01% | Add +332.9% | 18,291 | $310K |
| Petrus Trust Company, LTA | 0.03% | Reduce -45.1% | 18,210 | $309K |
| Arkadios Wealth Advisors | 0.02% | Reduce -10.5% | 17,944 | $304K |
| Private Wealth Strategies, L.L.C. | 0.06% | Add +0.0% | 17,869 | $303K |
| ClearAlpha Technologies LP | 0.12% | New | 17,710 | $300K |
| Mgo One Seven LLC | 0.01% | Add +0.9% | 17,687 | $300K |
| CIBC Private Wealth Group LLC | 0.00% | Add +83.7% | 18,894 | $299K |
| Algert Global LLC | 0.01% | New | 17,599 | $298K |
| My Legacy Advisors, LLC | 0.09% | Add +2.1% | 17,482 | $296K |
| Regions Financial Corp. | 0.00% | No change | 17,471 | $296K |
| Hardy Reed LLC | 0.03% | New | 17,110 | $290K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -0.6% | 16,900 | $287K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 16,600 | $282K |
| Burney Co./ | 0.01% | Reduce -73.8% | 16,288 | $276K |
| Hantz Financial Services, Inc. | 0.01% | Add +0.3% | 16,168 | $274K |
| Pathstone Holdings, LLC | 0.00% | Reduce -4.0% | 16,047 | $272K |
| Gries Financial LLC | 0.06% | New | 15,759 | $267K |
| Bank of Nova Scotia | 0.00% | Reduce -16.4% | 15,693 | $266K |
| EntryPoint Capital, LLC | 0.12% | New | 15,666 | $266K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -3.9% | 15,505 | $263K |
| AlphaQuest LLC | 0.04% | Reduce -82.2% | 15,496 | $263K |
| Avantax Advisory Services, Inc. | 0.00% | New | 15,386 | $261K |
| FSM Wealth Advisors, LLC | 0.09% | Add +0.2% | 15,330 | $260K |
| 1ST Source Bank | 0.01% | No change | 15,085 | $256K |
| Optimist Retirement Group LLC | 0.13% | New | 14,951 | $254K |
| Intech Investment Management LLC | 0.00% | New | 14,820 | $251K |
| Merit Financial Group, LLC | 0.01% | New | 14,647 | $248K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -94.8% | 14,612 | $248K |
| MQS Management LLC | 0.15% | New | 14,607 | $248K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -5.3% | 14,404 | $245K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +16.2% | 14,860 | $244K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.8% | 14,132 | $240K |
| Lazard Asset Management LLC | 0.00% | New | 14,190 | $240K |
| Tidal Investments LLC | 0.00% | Reduce -13.8% | 13,866 | $235K |
| SYM FINANCIAL Corp | 0.04% | New | 13,695 | $232K |
| Maryland State Retirement & Pension System | 0.00% | No change | 13,617 | $231K |
| Securian Asset Management, Inc. | 0.01% | Reduce -3.5% | 13,252 | $225K |
| Savant Capital, LLC | 0.00% | Reduce -89.8% | 13,202 | $224K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.04% | No change | 13,000 | $220K |
| Private Advisor Group, LLC | 0.00% | Reduce -7.9% | 12,306 | $209K |
| Becker Capital Management Inc. | 0.01% | No change | 12,235 | $208K |
| Capital Investment Advisors, LLC | 0.00% | Add +1.4% | 12,158 | $206K |
| King Wealth Management Group | 0.03% | No change | 12,137 | $206K |
| CI Investments Inc. | 0.00% | Reduce -4.0% | 12,113 | $205K |
| Foundations Investment Advisors, LLC | 0.00% | New | 11,978 | $203K |
| United Services Automobile Association | 0.01% | No change | 11,928 | $202K |
| Financial Advocates Investment Management | 0.01% | Reduce -22.9% | 11,882 | $202K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 11,425 | $194K |
| Whitcomb & Hess, Inc. | 0.06% | Add +1.4% | 11,240 | $191K |
| Probity Advisors, Inc. | 0.04% | New | 10,974 | $186K |
| Independent Advisor Alliance | 0.01% | New | 10,916 | $185K |
| Csenge Advisory Group | 0.01% | Reduce -7.5% | 10,811 | $183K |
| Huntington National Bank | 0.00% | Reduce -3.8% | 10,588 | $180K |
| HB Wealth Management, LLC | 0.00% | Reduce -28.6% | 10,562 | $179K |
| Stephens Inc. | 0.00% | New | 10,548 | $179K |
| Arete Wealth Advisors, LLC | 0.01% | New | 10,417 | $176K |
| Everhart Financial Group, Inc. | 0.05% | No change | 10,248 | $174K |
| Buckingham Strategic Wealth, LLC | 0.00% | New | 10,089 | $171K |
| Pinnacle Associates Ltd. | 0.00% | No change | 10,040 | $170K |
| Brown Brothers Harriman & Co. | 0.00% | New | 9,515 | $161K |
| S.A. Mason LLC | 0.07% | No change | 6,800 | $115K |
| Western Pacific Wealth Management, LP | 0.08% | No change | 6,315 | $107K |
| UMB Bank, n.a. | 0.00% | Add +3.4% | 5,943 | $101K |
| DekaBank Deutsche Girozentrale | 0.00% | Reduce -18.0% | 5,920 | $100K |
| Viking Fund Management LLC | 0.02% | New | 5,000 | $85K |
| Caption Management, LLC | 0.01% | New | 5,000 | $85K |
| Richardson Financial Services Inc. | 0.06% | Reduce -6.5% | 4,925 | $84K |
| Continuum Advisory, LLC | 0.01% | Add +1.0% | 4,882 | $83K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 4,510 | $76K |
| Hexagon Capital Partners LLC | 0.02% | Add +9.1% | 4,483 | $76K |
| Quadrant Capital Group LLC | 0.01% | Add +156.2% | 4,396 | $75K |
| IFP Advisors, Inc | 0.00% | Reduce -1.8% | 4,247 | $72K |
| Covestor Ltd | 0.05% | Reduce -37.0% | 4,139 | $70K |
| Allworth Financial LP | 0.00% | Reduce -11.2% | 3,878 | $68K |
| Peoples Bank | 0.05% | No change | 3,679 | $62K |
| KBC Group NV | 0.00% | No change | 3,584 | $61K |
| State of Wyoming | 0.01% | Reduce -5.6% | 3,122 | $53K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 3,050 | $52K |
| Van Eck Associates Corp. | 0.00% | Reduce -8.9% | 2,760 | $47K |
| Signaturefd, LLC | 0.00% | Add +94.7% | 2,644 | $45K |
| Mather Group, Llc. | 0.00% | Add +4.4% | 2,363 | $45K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -21.2% | 2,615 | $44K |
| Global Retirement Partners, LLC | 0.00% | Add +0.2% | 2,556 | $43K |
| Leonteq Securities AG | 0.01% | Add +9.8% | 2,384 | $40K |
| Ancora Advisors LLC | 0.00% | No change | 2,280 | $39K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.7% | 2,147 | $36K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 2,125 | $36K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,122 | $36K |
| International Assets Investment Management, LLC | 0.00% | New | 1,967 | $33K |
| Fifth Third Bancorp | 0.00% | Reduce -47.3% | 1,820 | $31K |
| Quarry LP | 0.01% | New | 1,779 | $30K |
| CoreCap Advisors, LLC | 0.00% | Reduce -8.5% | 1,771 | $30K |
| Johnson Financial Group, Inc. | 0.00% | No change | 1,655 | $28K |
| Strategic Investment Solutions, Inc. | 0.01% | — | 1,582 | $27K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | Reduce -85.5% | 1,511 | $26K |
| Field & Main Bank | 0.01% | No change | 1,500 | $25K |
| Lindbrook Capital, LLC | 0.00% | Add +19.7% | 1,434 | $24K |
| Motco | 0.00% | No change | 1,417 | $24K |
| Parallel Advisors, LLC | 0.00% | Add +26.3% | 1,377 | $23K |
| LRI Investments, LLC | 0.00% | No change | 1,258 | $21K |
| Jones Financial Companies LLLP | 0.00% | New | 1,251 | $21K |
| First United Bank & Trust | 0.01% | No change | 1,233 | $21K |
| Venturi Wealth Management, LLC | 0.00% | Add +169.0% | 1,162 | $20K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,137 | $19K |
| Principal Securities, Inc. | 0.00% | Add +3.9% | 1,106 | $19K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 1,076 | $18K |
| Creative Financial Designs Inc. | 0.00% | Add +0.8% | 1,017 | $17K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +0.7% | 1,023 | $17K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,000 | $17K |
| Rise Advisors, LLC | 0.01% | Add +1.4% | 908 | $15K |
| Cultivar Capital, Inc. | 0.01% | New | 850 | $14K |
| Quent Capital, LLC | 0.00% | Add +9.8% | 827 | $14K |
| Optimum Investment Advisors | 0.01% | No change | 800 | $14K |
| Pittenger & Anderson Inc. | 0.00% | No change | 750 | $13K |
| Coppell Advisory Solutions LLC | 0.00% | — | 704 | $12K |
| Point72 Hong Kong Ltd | 0.00% | New | 700 | $12K |
| GAMMA Investing LLC | 0.00% | Add +146.6% | 683 | $12K |
| Arrow Financial Corp | 0.00% | No change | 670 | $11K |
| Valley National Advisers Inc. | 0.00% | Add +1.6% | 689 | $11K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 600 | $10K |
| AlphaMark Advisors, LLC | 0.00% | Reduce -0.5% | 580 | $10K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 600 | $10K |
| Versant Capital Management, Inc | 0.00% | Add +1745.2% | 572 | $10K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 541 | $9K |
| Stone House Investment Management, LLC | 0.00% | New | 505 | $9K |
| Bangor Savings Bank | 0.00% | New | 500 | $8K |
| McIlrath & Eck, LLC | 0.00% | No change | 476 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -27.2% | 437 | $7K |
| Cornerstone Planning Group LLC | 0.00% | Add +1.7% | 422 | $7K |
| Financial Management Professionals, Inc. | 0.00% | No change | 425 | $7K |
| Farther Finance Advisors, LLC | 0.00% | Add +53.3% | 417 | $7K |
| Private Trust Co. NA | 0.00% | Reduce -90.5% | 400 | $7K |
| Arax Advisory Partners | 0.00% | Add +897.4% | 389 | $7K |
| LGT Financial Advisors LLC | 0.01% | No change | 377 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -20.8% | 369 | $6K |
| Natixis | 0.00% | No change | 362 | $6K |
| Sound Income Strategies, LLC | 0.00% | Add +0.6% | 357 | $6K |
| First Community Trust NA | 0.01% | No change | 350 | $6K |
| Avior Wealth Management, LLC | 0.00% | No change | 350 | $6K |
| Harbour Investments, Inc. | 0.00% | Reduce -27.1% | 341 | $6K |
| NBT Bank, N.A. | 0.00% | Add +1.5% | 334 | $6K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -80.2% | 310 | $5K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 300 | $5K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +6.8% | 268 | $5K |
| Princeton Global Asset Management LLC | 0.00% | No change | 285 | $5K |
| Oakworth Capital, Inc. | 0.00% | No change | 257 | $4K |
| NewEdge Advisors, LLC | 0.00% | Reduce -80.3% | 256 | $4K |
| Bessemer Group Inc. | 0.00% | Reduce -87.3% | 238 | $4K |
| Abound Wealth Management | 0.00% | No change | 226 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 213 | $4K |
| EdgeRock Capital LLC | 0.00% | New | 200 | $3K |
| Transcendent Capital Group LLC | 0.00% | No change | 200 | $3K |
| Kelly Financial Services LLC | 0.00% | No change | 200 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +27.4% | 195 | $3K |
| Lynx Investment Advisory | 0.00% | — | 192 | $3K |
| St Germain D J Co. Inc. | 0.00% | No change | 174 | $3K |
| Ibex Wealth Advisors | 0.00% | New | 173 | $3K |
| Blue Trust, Inc. | 0.00% | New | 151 | $3K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 157 | $3K |
| Red Tortoise LLC | 0.00% | New | 134 | $2K |
| Smartleaf Asset Management LLC | 0.00% | New | 117 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 107 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 100 | $2K |
| Parkside Financial Bank & Trust | 0.00% | New | 99 | $2K |
| Triad Wealth Partners, LLC | 0.00% | New | 87 | $1K |
| Innealta Capital, LLC | 0.00% | New | 84 | $1K |
| American Capital Advisory, LLC | 0.00% | Add +88.9% | 68 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 62 | $1K |
| Assetmark, Inc. | 0.00% | Reduce -85.3% | 60 | $1K |
| Spire Wealth Management | 0.00% | Reduce -88.1% | 60 | $1K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 41 | $695 |
| IAG Wealth Partners, LLC | 0.00% | No change | 27 | $458 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -20.0% | 24 | $408 |
| GHP Investment Advisors, Inc. | 0.00% | New | 23 | $391 |
| Optiver Holding B.V. | 0.00% | New | 21 | $356 |
| Clearstead Advisors, LLC | 0.00% | No change | 20 | $340 |
| Laurel Wealth Advisors LLC | 0.00% | No change | 15 | $255 |
| Clear Point Advisors Inc. | 0.00% | No change | 11 | $192 |
| MV Capital Management, Inc. | 0.00% | Add +120.0% | 11 | $187 |
| Scarborough Advisors, LLC | 0.00% | No change | 9 | $151 |
| Larson Financial Group LLC | 0.00% | No change | 7 | $122 |
| Tyler-Stone Wealth Management | 0.00% | No change | 4 | $68 |
| McClarren Financial Advisors, Inc. | 0.00% | New | 16 | $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.