The Wendy'sWEN
13F holders, Q4 2024 (December 31)424holders +31
64new positions
46sold out
8famous investors
$16.30avg. 13F price*
At the end of Q4 2024, 424 institutions reported holding The Wendy's Co. (WEN) in their 13F filings, up 31 from Q3 2024. 64 opened new positions and 46 sold out. The largest holders were Trian Fund Management ($497.6M), Vanguard Group Inc. ($343.9M) and BlackRock, Inc. ($322.8M). 8 famous investors held it, including Nelson Peltz (12.8% of Trian Fund Management's portfolio), Bill Nygren (0.2% 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $131.0M |
| Exits | 46 | $52.4M |
All 13F filers, Q3 2024 → Q4 2024: 25,359,713 shares bought and 17,776,412 shares sold, net +7,583,301 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 424 holders
| Trian Fund Management | 12.82% | Add +0.0% | 30,525,029 | $497.6M |
| Vanguard Group Inc. | 0.01% | Reduce -4.2% | 21,098,155 | $343.9M |
| BlackRock, Inc. | 0.01% | Add +0.4% | 19,805,914 | $322.8M |
| AQR Capital Management | 0.22% | Reduce -6.3% | 10,421,114 | $169.9M |
| Harris Associates (Oakmark Funds) | 0.25% | Add +1.8% | 9,249,305 | $150.8M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +7.8% | 6,303,279 | $102.7M |
| State Street Corp. | 0.00% | Add +5.2% | 5,458,671 | $89.0M |
| Squarepoint Ops LLC | 0.21% | Add +50.3% | 4,976,780 | $81.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.5% | 4,578,618 | $74.6M |
| Dimensional Fund Advisors LP | 0.02% | Add +1.1% | 4,033,560 | $65.7M |
| 1832 Asset Management L.P. | 0.10% | New | 3,464,600 | $56.5M |
| Janus Henderson Group PLC | 0.03% | Add +3.0% | 3,133,832 | $51.1M |
| Geode Capital Management, LLC | 0.00% | Add +0.2% | 3,105,186 | $50.6M |
| Point72 Asset Management | 0.14% | Reduce -54.0% | 2,959,439 | $48.2M |
| Morgan Stanley | 0.00% | Add +26.7% | 2,705,574 | $44.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.6% | 2,434,859 | $39.7M |
| Royal Bank of Canada | 0.01% | Reduce -7.8% | 2,399,675 | $39.1M |
| Millennium Management | 0.03% | Reduce -24.7% | 2,066,563 | $33.7M |
| Qube Research & Technologies Ltd | 0.05% | Add +597.5% | 1,911,324 | $31.2M |
| Invesco Ltd. | 0.01% | Add +296.1% | 1,882,829 | $30.7M |
| UBS Group AG | 0.01% | Add +435.2% | 1,824,210 | $29.7M |
| Victory Capital Management Inc. | 0.03% | Add +93.0% | 1,591,281 | $25.9M |
| Northern Trust Corp. | 0.00% | Add +24.3% | 1,575,420 | $25.7M |
| Cubist Systematic Strategies, LLC | 0.42% | Add +3249.7% | 1,568,348 | $25.6M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -32.6% | 1,223,824 | $19.9M |
| Verition Fund Management LLC | 0.10% | Add +2166.2% | 1,192,325 | $19.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +95.5% | 1,185,039 | $19.3M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -0.8% | 1,053,355 | $17.2M |
| Trexquant Investment LP | 0.19% | New | 1,023,182 | $16.7M |
| Two Sigma Investments, LP | 0.04% | Reduce -57.0% | 923,115 | $15.0M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -81.8% | 898,319 | $14.5M |
| Voya Investment Management LLC | 0.02% | Reduce -2.0% | 843,645 | $13.8M |
| Jane Street Group, LLC | 0.02% | Add +459.7% | 826,696 | $13.5M |
| Assenagon Asset Management S.A. | 0.02% | New | 819,483 | $13.4M |
| Nuveen Asset Management, LLC | 0.00% | Add +46.5% | 801,536 | $13.1M |
| California Public Employees Retirement System | 0.01% | Add +4.6% | 801,070 | $13.1M |
| Horizon Kinetics Asset Management LLC | 0.16% | Reduce -7.7% | 782,621 | $12.8M |
| Gradient Investments LLC | 0.26% | Add +11.6% | 772,575 | $12.6M |
| Retirement Systems of Alabama | 0.04% | Add +0.1% | 712,078 | $11.6M |
| Citadel Advisors | 0.01% | Add +281.0% | 676,734 | $11.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Add +5.3% | 676,493 | $11.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +13.0% | 628,013 | $10.2M |
| Rhumbline Advisers | 0.01% | Reduce -0.2% | 583,148 | $9.5M |
| First Trust Advisors LP | 0.01% | Add +5.4% | 525,528 | $8.6M |
| Bank of America Corp. | 0.00% | Reduce -10.7% | 498,542 | $8.1M |
| ExodusPoint Capital Management, LP | 0.08% | New | 492,672 | $8.0M |
| Federated Hermes, Inc. | 0.02% | Reduce -8.3% | 472,256 | $7.7M |
| HRT Financial LP | 0.04% | Add +989.8% | 465,653 | $7.6M |
| Two Sigma Advisers, LP | 0.02% | Reduce -59.4% | 424,605 | $6.9M |
| FMR LLC | 0.00% | Add +92.4% | 406,078 | $6.6M |
| Principal Financial Group Inc. | 0.00% | Reduce -0.6% | 395,142 | $6.4M |
| Macquarie Group Ltd. | 0.01% | Reduce -0.3% | 357,937 | $5.8M |
| Gotham Asset Management | 0.05% | Add +282.6% | 347,408 | $5.7M |
| Alps Advisors Inc. | 0.04% | Add +18.5% | 345,266 | $5.6M |
| Swiss National Bank | 0.00% | No change | 340,300 | $5.5M |
| Citigroup Inc. | 0.00% | Reduce -17.7% | 310,248 | $5.1M |
| Quantinno Capital Management LP | 0.05% | Add +170.8% | 297,187 | $4.8M |
| Legal & General Group Plc | 0.00% | Add +2.5% | 291,896 | $4.8M |
| Man Group plc | 0.01% | New | 284,880 | $4.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +85.5% | 279,041 | $4.5M |
| Advisors Asset Management, Inc. | 0.08% | Add +29.9% | 271,398 | $4.4M |
| Ieq Capital, LLC | 0.04% | Add +220.5% | 268,531 | $4.4M |
| Norges Bank | 0.00% | Reduce -14.1% | 264,911 | $4.3M |
| NorthCoast Asset Management LLC | 0.02% | Add +1636.2% | 263,767 | $4.3M |
| Barclays PLC | 0.00% | Add +96.7% | 253,256 | $4.1M |
| BNP Paribas Financial Markets | 0.00% | Add +769.5% | 250,144 | $4.1M |
| Bank of Nova Scotia | 0.01% | Add +1072.8% | 237,979 | $3.9M |
| Centiva Capital, LP | 0.15% | Add +444.3% | 236,318 | $3.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.0% | 232,261 | $3.8M |
| Neo Ivy Capital Management | 0.75% | New | 228,432 | $3.7M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 226,768 | $3.7M |
| Ameriprise Financial Inc. | 0.00% | Add +2.9% | 217,638 | $3.5M |
| New York State Teachers Retirement System | 0.01% | Reduce -2.4% | 217,591 | $3.5M |
| Campbell & CO Investment Adviser LLC | 0.27% | New | 213,517 | $3.5M |
| Creative Planning | 0.00% | Add +0.7% | 204,501 | $3.3M |
| Cerity Partners LLC | 0.01% | Reduce -22.8% | 195,268 | $3.2M |
| Guggenheim Capital LLC | 0.03% | Add +6.4% | 195,372 | $3.2M |
| Corebridge Financial, Inc. | 0.02% | Reduce -4.0% | 194,735 | $3.2M |
| Nicholas Company, Inc. | 0.05% | Reduce -0.8% | 193,600 | $3.2M |
| Amundi | 0.00% | Add +7752.6% | 190,032 | $2.9M |
| Nebula Research & Development LLC | 0.33% | New | 174,277 | $2.8M |
| Sei Investments Co. | 0.00% | Reduce -55.7% | 173,701 | $2.8M |
| Holocene Advisors, LP | 0.01% | New | 166,078 | $2.7M |
| Cwm, LLC | 0.01% | Reduce -6.8% | 163,421 | $2.7M |
| California State Teachers Retirement System | 0.00% | Reduce -2.0% | 161,645 | $2.6M |
| PEAK6 LLC | 0.10% | — | 149,668 | $2.4M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +1.8% | 147,262 | $2.4M |
| Agf Management Ltd. | 0.01% | Reduce -23.3% | 140,706 | $2.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.2% | 138,958 | $2.3M |
| Captrust Financial Advisors | 0.01% | Reduce -3.0% | 135,300 | $2.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -27.3% | 130,320 | $2.1M |
| Quantbot Technologies LP | 0.08% | Add +105.1% | 128,959 | $2.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +22.0% | 123,568 | $2.0M |
| Engineers Gate Manager LP | 0.03% | Add +10.3% | 121,691 | $2.0M |
| AlphaQuest LLC | 0.26% | Add +2759.3% | 120,578 | $2.0M |
| Fox Run Management, L.L.C. | 0.35% | New | 117,845 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -0.5% | 116,491 | $1.9M |
| LPL Financial LLC | 0.00% | Reduce -31.1% | 116,303 | $1.9M |
| State of Wisconsin Investment Board | 0.00% | Reduce -7.0% | 111,070 | $1.8M |
| Aquatic Capital Management LLC | 0.05% | Reduce -16.2% | 110,326 | $1.8M |
| Gabelli Funds LLC | 0.01% | Reduce -2.6% | 110,000 | $1.8M |
| New York State Common Retirement Fund | 0.00% | Reduce -1.0% | 101,931 | $1.7M |
| MetLife Investment Management, LLC | 0.01% | Add +8.8% | 100,284 | $1.6M |
| Lombard Odier Asset Management (USA) Corp | 0.71% | New | 100,073 | $1.6M |
| Wells Fargo & Company | 0.00% | Reduce -18.5% | 99,937 | $1.6M |
| KLP Kapitalforvaltning As | 0.01% | — | 95,700 | $1.6M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +127.7% | 94,322 | $1.5M |
| Bank of Montreal | 0.00% | Reduce -26.5% | 94,007 | $1.5M |
| Dean Investment Associates, LLC | 0.21% | Reduce -60.3% | 90,821 | $1.5M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -2.0% | 90,450 | $1.5M |
| Edgestream Partners, L.P. | 0.06% | Add +255.3% | 88,909 | $1.4M |
| Graham Capital Management, L.P. | 0.07% | Reduce -29.3% | 87,199 | $1.4M |
| Entropy Technologies, LP | 0.14% | Add +7.5% | 84,333 | $1.4M |
| Qsemble Capital Management, LP | 0.18% | Add +52.5% | 84,247 | $1.4M |
| Boothbay Fund Management, LLC | 0.04% | New | 84,014 | $1.4M |
| Atria Investments, Inc | 0.02% | Reduce -11.5% | 83,544 | $1.4M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 83,240 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +1.5% | 83,051 | $1.4M |
| Amalgamated Bank | 0.01% | Add +2.9% | 82,787 | $1.3M |
| State of Tennessee, Department of Treasury | 0.00% | Add +55.6% | 77,805 | $1.3M |
| Savant Capital, LLC | 0.01% | Reduce -48.4% | 77,303 | $1.3M |
| Treasurer of the State of North Carolina | 0.00% | Add +0.6% | 75,850 | $1.2M |
| Gsa Capital Partners LLP | 0.09% | Reduce -11.8% | 75,759 | $1.2M |
| AMG National Trust Bank | 0.03% | Add +21.5% | 75,645 | $1.2M |
| Franklin Resources Inc. | 0.00% | Add +88.8% | 74,242 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.1% | 72,559 | $1.2M |
| Parallax Volatility Advisers, L.P. | 0.03% | New | 72,160 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Add +3.6% | 69,137 | $1.1M |
| BW Gestao de Investimentos Ltda. | 0.05% | New | 69,000 | $1.1M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -4.9% | 62,621 | $1.0M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 62,483 | $1.0M |
| Impact Capital Partners LLC | 0.36% | — | 62,444 | $1.0M |
| Eagle Harbor Asset Management Inc. | 1.01% | Reduce -14.7% | 61,869 | $1.0M |
| IMC-Chicago, LLC | 0.03% | Add +95.2% | 61,301 | $999K |
| Dean Capital Management | 0.43% | Reduce -56.8% | 61,257 | $998K |
| Thrivent Financial for Lutherans | 0.00% | Add +1.4% | 57,400 | $979K |
| Focus Partners Wealth | 0.00% | Add +61.3% | 59,243 | $966K |
| Kimelman & Baird, LLC | 0.08% | No change | 58,878 | $960K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -2.1% | 56,591 | $923K |
| Mattson Financial Services, LLC | 0.28% | Reduce -22.4% | 50,623 | $887K |
| Renaissance Technologies | 0.00% | New | 54,352 | $886K |
| Pallas Capital Advisors LLC | 0.04% | Reduce -19.9% | 53,512 | $872K |
| Shufro Rose & Co. LLC | 0.07% | Reduce -26.6% | 52,834 | $861K |
| Teza Capital Management LLC | 0.13% | New | 52,750 | $860K |
| Mercer Global Advisors Inc. | 0.00% | Add +4.7% | 52,429 | $855K |
| Neuberger Berman Group LLC | 0.00% | Reduce -1.2% | 51,696 | $843K |
| Raymond James Financial Inc. | 0.00% | — | 50,534 | $824K |
| Arizona State Retirement System | 0.01% | Reduce -0.2% | 50,124 | $817K |
| McDonald Partners LLC | 0.20% | Add +0.9% | 47,861 | $780K |
| Louisiana State Employees Retirement System | 0.01% | Add +0.4% | 47,500 | $774K |
| Frank, Rimerman Advisors LLC | 0.06% | Add +258.4% | 46,907 | $765K |
| Exchange Traded Concepts, LLC | 0.01% | Add +2.6% | 44,056 | $718K |
| Quinn Opportunity Partners LLC | 0.05% | New | 44,000 | $717K |
| Cullen Investment Group, LTD. | 0.10% | Reduce -2.0% | 42,868 | $699K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +13.1% | 42,838 | $698K |
| Yousif Capital Management, LLC | 0.01% | Reduce -4.7% | 42,700 | $696K |
| Cetera Investment Advisers | 0.00% | Add +6.6% | 41,507 | $677K |
| State of Michigan Retirement System | 0.00% | Add +1.5% | 40,585 | $662K |
| Prasad Wealth Partners, LLC | 0.21% | — | 39,573 | $645K |
| Deutsche Bank AG | 0.00% | Add +9.9% | 39,072 | $637K |
| Intech Investment Management LLC | 0.01% | New | 38,573 | $629K |
| Legato Capital Management LLC | 0.08% | Reduce -57.0% | 38,537 | $628K |
| Freestone Grove Partners LP | 0.01% | — | 38,164 | $622K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.5% | 38,055 | $620K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +0.5% | 37,817 | $616K |
| NCM Capital Management, LLC | 0.28% | No change | 37,695 | $614K |
| Comerica Bank | 0.00% | Reduce -5.7% | 36,502 | $595K |
| Truist Financial Corp. | 0.00% | Reduce -32.6% | 36,465 | $594K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.3% | 35,453 | $578K |
| American Century Companies Inc. | 0.00% | Add +0.4% | 35,428 | $577K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +0.9% | 34,828 | $568K |
| New Mexico Educational Retirement Board | 0.02% | No change | 34,800 | $567K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -3.0% | 34,297 | $559K |
| Point72 (DIFC) Ltd | 0.05% | Reduce -31.3% | 33,238 | $542K |
| North Star Investment Management Corp. | 0.04% | Reduce -82.0% | 32,647 | $532K |
| PharVision Advisers, LLC | 0.45% | — | 32,507 | $530K |
| Oak Thistle LLC | 0.15% | New | 31,674 | $516K |
| Point72 Hong Kong Ltd | 0.03% | Add +4354.3% | 31,180 | $508K |
| Scientech Research LLC | 0.14% | New | 31,148 | $508K |
| Mariner, LLC | 0.00% | Add +62.2% | 31,070 | $506K |
| Handelsbanken Fonder AB | 0.00% | Reduce -9.6% | 30,257 | $493K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -51.6% | 33,054 | $492K |
| Empowered Funds, LLC | 0.01% | Reduce -15.6% | 30,137 | $491K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -50.4% | 30,100 | $491K |
| Ascent Group, LLC | 0.04% | Reduce -0.5% | 30,011 | $489K |
| Boyar Asset Management Inc. | 0.32% | Add +0.0% | 29,487 | $481K |
| Corient Private Wealth LP | 0.00% | Reduce -12.2% | 29,155 | $475K |
| VELA Investment Management, LLC | 0.16% | No change | 29,115 | $475K |
| Shelton Capital Management | 0.01% | No change | 28,838 | $470K |
| Redwood Investment Management, LLC | 0.05% | Reduce -2.1% | 28,552 | $465K |
| Merit Financial Group, LLC | 0.01% | New | 28,440 | $464K |
| Virtu Financial LLC | 0.02% | New | 28,407 | $463K |
| Brevan Howard Capital Management LP | 0.01% | Add +115.4% | 27,967 | $456K |
| Teacher Retirement System of Texas | 0.00% | Reduce -59.8% | 27,849 | $454K |
| Capital Fund Management S.A. | 0.00% | Reduce -81.7% | 27,809 | $453K |
| Xponance LLC | 0.00% | Add +7.9% | 27,325 | $445K |
| Brown Financial Advisors | 0.18% | Add +4.4% | 26,984 | $440K |
| Advisory Services Network, LLC | 0.01% | New | 26,816 | $437K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -0.6% | 26,439 | $436K |
| Copley Financial Group, Inc. | 0.33% | Add +1.2% | 26,053 | $425K |
| Pacer Advisors, Inc. | 0.00% | Add +2.9% | 25,529 | $416K |
| Transcendent Capital Group LLC | 0.21% | Add +2334.5% | 4,869 | $414K |
| CCM Investment Group, LLC | 0.04% | — | 24,394 | $397K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -24.7% | 23,526 | $383K |
| Nomura Holdings Inc. | 0.00% | New | 22,720 | $370K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.10% | No change | 22,460 | $366K |
| Kestra Advisory Services, LLC | 0.00% | Add +5.9% | 22,373 | $365K |
| Pictet Asset Management Holding SA | 0.00% | Add +8.8% | 22,250 | $363K |
| EntryPoint Capital, LLC | 0.15% | New | 22,242 | $363K |
| Composition Wealth, LLC | 0.01% | New | 21,877 | $357K |
| Pathstone Holdings, LLC | 0.00% | Add +14.7% | 21,834 | $356K |
| Lecap Asset Management Ltd. | 0.09% | New | 21,451 | $350K |
| Park Avenue Securities LLC | 0.00% | Reduce -8.3% | 20,248 | $330K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 19,911 | $325K |
| Stifel Financial Corp. | 0.00% | Reduce -1.6% | 19,848 | $324K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -14.6% | 19,523 | $318K |
| State of Alaska, Department of Revenue | 0.00% | Reduce -1.5% | 19,522 | $318K |
| Susquehanna International Group, LLP | 0.00% | Add +42.7% | 19,470 | $317K |
| Summit Trail Advisors, LLC | 0.01% | New | 18,740 | $305K |
| Simplex Trading, LLC | 0.01% | Add +9.6% | 18,667 | $304K |
| Crestline Management, L.P. | 0.01% | Reduce -53.6% | 18,631 | $304K |
| Farringdon Capital, Ltd. | 0.13% | — | 18,622 | $304K |
| Hantz Financial Services, Inc. | 0.01% | Add +14.1% | 18,507 | $302K |
| WINTON GROUP Ltd | 0.02% | New | 18,503 | $302K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 18,500 | $302K |
| US Bancorp \de | 0.00% | Reduce -11.7% | 18,317 | $299K |
| Mgo One Seven LLC | 0.01% | Reduce -0.8% | 18,233 | $297K |
| Dark Forest Capital Management LP | 0.04% | New | 17,947 | $293K |
| Polymer Capital Management (US) LLC | 0.09% | — | 17,582 | $287K |
| Blueshift Asset Management, LLC | 0.10% | Reduce -71.1% | 17,529 | $286K |
| Regions Financial Corp. | 0.00% | No change | 17,471 | $285K |
| Poinciana Advisors Group, LLC | 0.29% | — | 17,444 | $284K |
| Lido Advisors, LLC | 0.00% | New | 17,089 | $279K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -49.9% | 17,074 | $278K |
| R Squared Ltd | 0.27% | — | 16,782 | $274K |
| Chicago Partners Investment Group LLC | 0.01% | Add +77.3% | 17,963 | $273K |
| Bayforest Capital Ltd | 0.34% | — | 16,562 | $270K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -11.8% | 17,590 | $267K |
| SG Americas Securities, LLC | 0.00% | Reduce -45.4% | 16,401 | $267K |
| Total Wealth Planning & Management, Inc. | 0.26% | — | 16,100 | $262K |
| Sciencast Management LP | 0.07% | New | 15,734 | $256K |
| Natixis Advisors, LLC | 0.00% | Add +6.1% | 15,634 | $255K |
| Tidal Investments LLC | 0.00% | Add +52.0% | 15,403 | $251K |
| SYM FINANCIAL Corp | 0.03% | Reduce -3.2% | 15,091 | $246K |
| 1ST Source Bank | 0.01% | No change | 15,085 | $246K |
| ESL Trust Services, LLC | 0.05% | New | 14,866 | $242K |
| Wolverine Trading, LLC | 0.01% | Reduce -54.7% | 14,488 | $236K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -0.3% | 14,323 | $234K |
| Integrated Wealth Concepts LLC | 0.00% | New | 14,260 | $232K |
| Probity Advisors, Inc. | 0.04% | Add +21.9% | 14,253 | $232K |
| Miller Financial Services LLC | 0.19% | — | 14,056 | $229K |
| FSM Wealth Advisors, LLC | 0.06% | Add +0.4% | 15,365 | $228K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +88.3% | 13,821 | $225K |
| iSAM Funds (UK) Ltd | 0.16% | New | 13,548 | $221K |
| NewEdge Advisors, LLC | 0.00% | Add +5096.1% | 13,354 | $218K |
| Elo Mutual Pension Insurance Co | 0.00% | New | 13,305 | $217K |
| Jump Financial, LLC | 0.00% | New | 13,271 | $216K |
| Occudo Quantitative Strategies LP | 0.04% | New | 13,185 | $215K |
| Krilogy Financial LLC | 0.01% | New | 13,003 | $212K |
| FORA Capital, LLC | 0.02% | Reduce -51.0% | 13,002 | $212K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.04% | New | 13,000 | $212K |
| Securian Asset Management, Inc. | 0.01% | Reduce -2.3% | 12,944 | $211K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -52.1% | 12,865 | $210K |
| Trivium Point Advisory, LLC | 0.03% | Reduce -30.2% | 12,616 | $206K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -77.0% | 12,430 | $203K |
| State of Wyoming | 0.03% | Reduce -23.6% | 12,197 | $199K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +359.6% | 12,166 | $198K |
| Arax Advisory Partners | 0.01% | Add +862.2% | 12,143 | $198K |
| Towerview LLC | 0.14% | Reduce -46.7% | 12,000 | $196K |
| Capital Investment Advisors, LLC | 0.00% | Add +4.2% | 11,952 | $195K |
| Earned Wealth Advisors, LLC | 0.06% | Reduce -5.5% | 11,869 | $193K |
| Allegiance Financial Group Advisory Services LLC | 0.06% | New | 11,745 | $191K |
| My Legacy Advisors, LLC | 0.07% | Reduce -2.6% | 12,394 | $188K |
| GW Henssler & Associates Ltd. | 0.01% | No change | 10,698 | $187K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -0.7% | 11,443 | $187K |
| Financial Advocates Investment Management | 0.01% | Reduce -2.1% | 11,413 | $186K |
| Whitcomb & Hess, Inc. | 0.06% | Reduce -0.5% | 11,341 | $185K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 11,272 | $184K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +9.9% | 11,232 | $183K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -1.1% | 11,180 | $182K |
| Walleye Capital LLC | 0.00% | Reduce -76.7% | 11,081 | $181K |
| Independent Advisor Alliance | 0.00% | Add +1.1% | 11,038 | $180K |
| Huntington National Bank | 0.00% | Reduce -7.2% | 10,988 | $179K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -6.2% | 12,626 | $179K |
| Quarry LP | 0.04% | New | 10,973 | $179K |
| Claro Advisors Inc. | 0.02% | Reduce -51.3% | 10,962 | $179K |
| Evergreen Capital Management LLC | 0.01% | New | 10,769 | $176K |
| Voloridge Investment Management, LLC | 0.00% | New | 10,633 | $173K |
| Evoke Wealth, LLC | 0.00% | Reduce -9.2% | 10,629 | $173K |
| Magnetar Financial LLC | 0.00% | New | 10,629 | $173K |
| M&T Bank Corp | 0.00% | Reduce -11.6% | 10,514 | $171K |
| Vise Technologies, Inc. | 0.01% | New | 10,469 | $171K |
| HB Wealth Management, LLC | 0.00% | Reduce -5.7% | 10,365 | $169K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -56.9% | 10,194 | $166K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -26.4% | 10,173 | $166K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -30.3% | 10,076 | $164K |
| Pinnacle Associates Ltd. | 0.00% | No change | 10,040 | $164K |
| Western Pacific Wealth Management, LP | 0.12% | Add +49.4% | 9,435 | $154K |
| MAI Capital Management | 0.00% | New | 9,135 | $149K |
| Lazard Asset Management LLC | 0.00% | Reduce -42.2% | 8,198 | $133K |
| Venturi Wealth Management, LLC | 0.01% | Add +27.4% | 7,749 | $126K |
| Sterling Capital Management LLC | 0.00% | Add +35.7% | 6,625 | $108K |
| IFP Advisors, Inc | 0.00% | Add +54.9% | 6,597 | $108K |
| Jones Financial Companies LLLP | 0.00% | Add +424.5% | 6,488 | $106K |
| UMB Bank, n.a. | 0.00% | Add +5.6% | 6,329 | $103K |
| KBC Group NV | 0.00% | Add +70.3% | 6,102 | $99K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 5,920 | $97K |
| Hexagon Capital Partners LLC | 0.02% | Reduce -2.9% | 5,277 | $86K |
| Viking Fund Management LLC | 0.01% | No change | 5,000 | $82K |
| Headlands Technologies LLC | 0.01% | Reduce -84.5% | 4,238 | $69K |
| New Age Alpha Advisors, LLC | 0.00% | New | 4,131 | $67K |
| Covestor Ltd | 0.04% | Reduce -8.7% | 4,031 | $66K |
| Richardson Financial Services Inc. | 0.04% | Reduce -23.3% | 3,780 | $61K |
| Peoples Bank | 0.04% | No change | 3,679 | $60K |
| S.A. Mason LLC | 0.03% | Reduce -28.0% | 3,600 | $59K |
| Quadrant Capital Group LLC | 0.00% | Reduce -19.6% | 3,478 | $57K |
| Security National Bank | 0.01% | New | 3,423 | $56K |
| Signaturefd, LLC | 0.00% | Reduce -9.3% | 3,345 | $55K |
| Continuum Advisory, LLC | 0.01% | Reduce -32.4% | 3,242 | $53K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -1.5% | 3,195 | $52K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +46.4% | 3,107 | $51K |
| Leonteq Securities AG | 0.00% | Add +47.0% | 3,071 | $50K |
| Parallel Advisors, LLC | 0.00% | Add +41.7% | 2,990 | $49K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -23.2% | 2,987 | $49K |
| Pflug Koory, LLC | 0.00% | No change | 2,805 | $46K |
| Hillsdale Investment Management Inc. | 0.00% | New | 2,800 | $46K |
| Lindbrook Capital, LLC | 0.00% | Reduce -10.4% | 2,548 | $42K |
| Global Retirement Partners, LLC | 0.00% | Add +0.8% | 2,514 | $41K |
| High Note Wealth, LLC | 0.01% | New | 2,428 | $40K |
| Mather Group, Llc. | 0.00% | No change | 2,263 | $37K |
| GAMMA Investing LLC | 0.00% | Add +168.1% | 2,233 | $36K |
| Fifth Third Bancorp | 0.00% | Reduce -1.5% | 2,180 | $36K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 2,125 | $35K |
| Colonial Trust Co / SC | 0.00% | New | 1,898 | $31K |
| SBI Securities Co., Ltd. | 0.00% | — | 1,871 | $30K |
| Allworth Financial LP | 0.00% | Add +38.8% | 2,124 | $30K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,835 | $30K |
| Strategic Investment Solutions, Inc. | 0.01% | Reduce -3.9% | 1,540 | $30K |
| Principal Securities, Inc. | 0.00% | Add +41.2% | 1,731 | $28K |
| Versant Capital Management, Inc | 0.01% | Add +9.8% | 1,708 | $28K |
| True Wealth Design, LLC | 0.01% | Reduce -71.0% | 1,682 | $27K |
| Field & Main Bank | 0.01% | No change | 1,500 | $24K |
| Motco | 0.00% | Reduce -18.1% | 1,417 | $23K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +10.1% | 1,417 | $23K |
| LRI Investments, LLC | 0.00% | No change | 1,258 | $21K |
| CoreCap Advisors, LLC | 0.00% | Reduce -29.4% | 1,250 | $20K |
| First United Bank & Trust | 0.01% | No change | 1,233 | $20K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,137 | $19K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1,076 | $18K |
| Creative Financial Designs Inc. | 0.00% | Add +0.8% | 1,034 | $17K |
| Oarsman Capital, Inc. | 0.00% | No change | 1,000 | $16K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 1,000 | $16K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,000 | $16K |
| GeoWealth Management, LLC | 0.00% | Add +40.1% | 950 | $15K |
| Rise Advisors, LLC | 0.01% | Add +1.5% | 935 | $15K |
| Joseph Group Capital Management | 0.01% | No change | 908 | $15K |
| Medallion Wealth Advisors, LLC | 0.01% | — | 800 | $13K |
| Optimum Investment Advisors | 0.01% | No change | 800 | $13K |
| Bessemer Group Inc. | 0.00% | Add +47.6% | 775 | $13K |
| Quent Capital, LLC | 0.00% | Reduce -8.9% | 753 | $12K |
| Pittenger & Anderson Inc. | 0.00% | No change | 750 | $12K |
| Sound Income Strategies, LLC | 0.00% | Add +0.7% | 707 | $12K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 704 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +243.6% | 670 | $11K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +100.0% | 600 | $10K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 600 | $10K |
| AlphaMark Advisors, LLC | 0.00% | No change | 580 | $9K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 541 | $9K |
| Crews Bank & Trust | 0.00% | — | 531 | $9K |
| Bangor Savings Bank | 0.00% | No change | 500 | $8K |
| McIlrath & Eck, LLC | 0.00% | No change | 476 | $8K |
| New Wave Wealth Advisors LLC | 0.00% | New | 425 | $7K |
| Financial Management Professionals, Inc. | 0.00% | No change | 425 | $7K |
| Eastern Bank | 0.00% | No change | 423 | $7K |
| Private Trust Co. NA | 0.00% | No change | 400 | $7K |
| LGT Financial Advisors LLC | 0.01% | No change | 377 | $6K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 375 | $6K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 425 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 355 | $6K |
| Avior Wealth Management, LLC | 0.00% | Reduce -2.8% | 350 | $6K |
| NBT Bank, N.A. | 0.00% | Add +1.5% | 344 | $6K |
| Princeton Global Asset Management LLC | 0.00% | No change | 285 | $5K |
| St Germain D J Co. Inc. | 0.00% | No change | 285 | $5K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +2.2% | 274 | $4K |
| Park Square Financial Group, LLC | 0.00% | — | 245 | $4K |
| Blue Trust, Inc. | 0.00% | Add +28.6% | 234 | $4K |
| Kestra Investment Management, LLC | 0.00% | New | 231 | $4K |
| Crewe Advisors LLC | 0.00% | New | 227 | $4K |
| Abound Wealth Management | 0.00% | No change | 226 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 213 | $3K |
| First Community Trust NA | 0.00% | No change | 200 | $3K |
| Hemington Wealth Management | 0.00% | Add +9.0% | 205 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Add +89.7% | 184 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -58.5% | 176 | $3K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 157 | $3K |
| Assetmark, Inc. | 0.00% | Reduce -3.3% | 147 | $2K |
| Spire Wealth Management | 0.00% | Reduce -24.6% | 138 | $2K |
| Red Tortoise LLC | 0.00% | No change | 134 | $2K |
| National Bank of Canada | 0.00% | New | 111 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +4.8% | 109 | $2K |
| Danske Bank A/S | 0.00% | Reduce -96.0% | 100 | $2K |
| Eagle Bay Advisors LLC | 0.00% | No change | 93 | $2K |
| American Capital Advisory, LLC | 0.00% | Add +1.5% | 69 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 62 | $1K |
| 1620 Investment Advisors, Inc. | 0.00% | New | 50 | $815 |
| Caitong International Asset Management Co., Ltd | 0.00% | — | 47 | $766 |
| Trust Co. of Vermont | 0.00% | New | 45 | $734 |
| Parkside Financial Bank & Trust | 0.00% | No change | 40 | $652 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 38 | $623 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -78.9% | 39 | $568 |
| SJS Investment Consulting Inc. | 0.00% | Add +28.0% | 32 | $522 |
| IAG Wealth Partners, LLC | 0.00% | No change | 27 | $440 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 22 | $359 |
| Clearstead Advisors, LLC | 0.00% | No change | 20 | $326 |
| Laurel Wealth Advisors LLC | 0.00% | No change | 15 | $245 |
| MV Capital Management, Inc. | 0.00% | Reduce -35.3% | 11 | $180 |
| Global Financial Private Client, LLC | 0.00% | New | 9 | $147 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 9 | $147 |
| Safe Harbor Fiduciary, LLC | 0.00% | No change | 8 | $130 |
| Harbour Investments, Inc. | 0.00% | Reduce -97.3% | 8 | $130 |
| Larson Financial Group LLC | 0.00% | No change | 7 | $121 |
| Brooklyn Investment Group | 0.00% | Reduce -96.3% | 3 | $49 |
| Activest Wealth Management | 0.00% | New | 1 | $16 |
| Shell Asset Management Co. | 0.00% | No change | 1 | $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.