The Wendy'sWEN
13F holders, Q1 2025 (March 31)423holders −1
67new positions
68sold out
7famous investors
$14.63avg. 13F price*
At the end of Q1 2025, 423 institutions reported holding The Wendy's Co. (WEN) in their 13F filings, down 1 from Q4 2024. 67 opened new positions and 68 sold out. The largest holders were Trian Fund Management ($445.1M), Vanguard Group Inc. ($316.5M) and BlackRock, Inc. ($289.3M). 7 famous investors held it, including Nelson Peltz (11.9% of Trian Fund Management's portfolio), Steve Cohen (0.3% of Point72 Asset Management's portfolio) and Bill Nygren (0.2% 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $26.9M |
| Exits | 68 | $200.5M |
All 13F filers, Q4 2024 → Q1 2025: 21,481,514 shares bought and 19,625,394 shares sold, net +1,856,120 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 423 holders
| Trian Fund Management | 11.91% | Reduce -0.3% | 30,423,683 | $445.1M |
| Vanguard Group Inc. | 0.01% | Add +2.5% | 21,634,226 | $316.5M |
| BlackRock, Inc. | 0.01% | Reduce -0.2% | 19,774,487 | $289.3M |
| AQR Capital Management | 0.16% | Add +2.1% | 10,638,169 | $155.0M |
| Harris Associates (Oakmark Funds) | 0.24% | Add +5.4% | 9,751,310 | $142.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +7.4% | 6,767,723 | $99.0M |
| Point72 Asset Management | 0.26% | Add +103.0% | 6,008,697 | $87.9M |
| State Street Corp. | 0.00% | Add +3.8% | 5,668,068 | $82.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.4% | 4,469,344 | $65.4M |
| Dimensional Fund Advisors LP | 0.01% | Add +2.1% | 4,117,736 | $60.2M |
| Millennium Management | 0.06% | Add +85.0% | 3,823,492 | $55.9M |
| Geode Capital Management, LLC | 0.00% | Add +7.3% | 3,332,671 | $48.8M |
| Janus Henderson Group PLC | 0.03% | Add +2.5% | 3,213,883 | $47.0M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Add +155.4% | 3,125,547 | $45.7M |
| Northern Trust Corp. | 0.01% | Add +89.6% | 2,987,332 | $43.7M |
| Morgan Stanley | 0.00% | Add +9.1% | 2,951,321 | $43.2M |
| Bank of New York Mellon Corp | 0.01% | Add +5.8% | 2,577,359 | $37.7M |
| Royal Bank of Canada | 0.01% | Reduce -0.6% | 2,386,586 | $34.9M |
| Bank of America Corp. | 0.00% | Add +311.2% | 2,049,888 | $30.0M |
| Invesco Ltd. | 0.01% | Add +3.8% | 1,953,963 | $28.6M |
| Norges Bank | 0.00% | Add +606.7% | 1,872,016 | $27.4M |
| Qube Research & Technologies Ltd | 0.04% | Reduce -14.3% | 1,637,789 | $24.0M |
| UBS Group AG | 0.00% | Reduce -27.0% | 1,331,688 | $19.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.3% | 1,075,400 | $15.7M |
| Trexquant Investment LP | 0.18% | Add +3.1% | 1,055,137 | $15.4M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -0.8% | 1,044,415 | $15.3M |
| Nuveen, LLC | 0.00% | — | 1,033,264 | $15.1M |
| California Public Employees Retirement System | 0.01% | Add +14.4% | 916,719 | $13.4M |
| Voya Investment Management LLC | 0.02% | Add +6.9% | 901,799 | $13.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.03% | Add +30.6% | 883,559 | $12.9M |
| HRT Financial LP | 0.07% | Add +73.3% | 807,213 | $11.8M |
| Gradient Investments LLC | 0.23% | Add +2.0% | 787,890 | $11.5M |
| Quantinno Capital Management LP | 0.07% | Add +161.9% | 778,463 | $11.4M |
| Horizon Kinetics Asset Management LLC | 0.13% | Reduce -2.6% | 762,174 | $11.2M |
| Assenagon Asset Management S.A. | 0.02% | Reduce -11.6% | 724,314 | $10.6M |
| Retirement Systems of Alabama | 0.04% | Add +0.0% | 712,273 | $10.4M |
| Rhumbline Advisers | 0.01% | Add +20.1% | 700,472 | $10.2M |
| First Trust Advisors LP | 0.01% | Add +25.9% | 661,501 | $9.7M |
| Verition Fund Management LLC | 0.06% | Reduce -45.9% | 645,400 | $9.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.8% | 639,085 | $9.3M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -30.5% | 624,631 | $9.2M |
| Federated Hermes, Inc. | 0.02% | Add +32.3% | 624,689 | $9.1M |
| Sound Income Strategies, LLC | 0.52% | Add +84261.8% | 596,438 | $8.7M |
| Ieq Capital, LLC | 0.07% | Add +112.2% | 569,891 | $8.3M |
| Cubist Systematic Strategies, LLC | 0.10% | Reduce -67.8% | 504,642 | $7.4M |
| Jane Street Group, LLC | 0.01% | Reduce -45.0% | 455,103 | $6.7M |
| Citigroup Inc. | 0.01% | Add +44.6% | 448,515 | $6.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +58.2% | 441,383 | $6.5M |
| Engineers Gate Manager LP | 0.10% | Add +244.3% | 418,952 | $6.1M |
| Principal Financial Group Inc. | 0.00% | Add +0.2% | 396,041 | $5.8M |
| Alps Advisors Inc. | 0.03% | Add +7.8% | 372,027 | $5.4M |
| Macquarie Group Ltd. | 0.01% | Add +1.9% | 364,654 | $5.3M |
| NorthCoast Asset Management LLC | 0.03% | Add +37.5% | 362,601 | $5.3M |
| Graham Capital Management, L.P. | 0.25% | Add +315.0% | 361,891 | $5.3M |
| Man Group plc | 0.02% | Add +19.8% | 341,363 | $5.0M |
| Swiss National Bank | 0.00% | Reduce -1.4% | 335,700 | $4.9M |
| Gotham Asset Management | 0.04% | Reduce -9.1% | 315,713 | $4.6M |
| Legal & General Group Plc | 0.00% | Add +4.8% | 305,850 | $4.5M |
| Advisors Asset Management, Inc. | 0.08% | Add +10.6% | 300,272 | $4.4M |
| Victory Capital Management Inc. | 0.00% | Reduce -82.7% | 275,398 | $4.0M |
| PEAK6 LLC | 0.15% | Add +74.8% | 261,696 | $3.8M |
| Citadel Advisors | 0.00% | Reduce -61.6% | 259,686 | $3.8M |
| Aquatic Capital Management LLC | 0.09% | Add +120.1% | 242,864 | $3.6M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 226,768 | $3.3M |
| Holocene Advisors, LP | 0.01% | Add +35.9% | 225,706 | $3.3M |
| Creative Planning | 0.00% | Add +6.0% | 216,775 | $3.2M |
| Fund 1 Investments, LLC | 0.53% | New | 215,000 | $3.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.9% | 209,152 | $3.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -13.0% | 202,112 | $3.0M |
| Cwm, LLC | 0.01% | Add +22.6% | 200,375 | $2.9M |
| Rockefeller Capital Management L.P. | 0.01% | New | 198,640 | $2.9M |
| Intech Investment Management LLC | 0.03% | Add +398.2% | 192,177 | $2.8M |
| Simplex Trading, LLC | 0.10% | Add +922.0% | 190,786 | $2.8M |
| Corebridge Financial, Inc. | 0.02% | Reduce -2.4% | 190,065 | $2.8M |
| New York State Teachers Retirement System | 0.01% | Reduce -14.5% | 185,991 | $2.7M |
| Guggenheim Capital LLC | 0.02% | Reduce -7.5% | 180,718 | $2.6M |
| Sei Investments Co. | 0.00% | Add +1.1% | 175,688 | $2.6M |
| Agf Management Ltd. | 0.01% | Add +21.4% | 170,872 | $2.5M |
| Cerity Partners LLC | 0.01% | Reduce -15.3% | 165,488 | $2.4M |
| California State Teachers Retirement System | 0.00% | Reduce -1.8% | 158,768 | $2.3M |
| LPL Financial LLC | 0.00% | Add +28.9% | 149,925 | $2.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +12.4% | 146,472 | $2.1M |
| Ilex Capital Partners (UK) LLP | 0.09% | New | 142,470 | $2.1M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -3.9% | 141,463 | $2.1M |
| FIL Ltd | 0.00% | New | 140,795 | $2.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +0.4% | 139,574 | $2.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +12.9% | 139,538 | $2.0M |
| Brevan Howard Capital Management LP | 0.06% | Add +395.7% | 138,635 | $2.0M |
| Neo Ivy Capital Management | 0.62% | Reduce -41.6% | 133,476 | $2.0M |
| Barclays PLC | 0.00% | Reduce -48.4% | 130,653 | $1.9M |
| Bank of Montreal | 0.00% | Add +31.8% | 123,915 | $1.8M |
| Wells Fargo & Company | 0.00% | Add +23.6% | 123,522 | $1.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +4.2% | 121,362 | $1.8M |
| Aigen Investment Management, LP | 0.28% | New | 121,334 | $1.8M |
| BNP Paribas Financial Markets | 0.00% | Reduce -52.8% | 118,015 | $1.7M |
| Headlands Technologies LLC | 0.18% | Add +2485.1% | 109,557 | $1.6M |
| IMC-Chicago, LLC | 0.06% | Add +75.3% | 107,488 | $1.6M |
| AlphaQuest LLC | 0.17% | Reduce -11.8% | 106,305 | $1.6M |
| FMR LLC | 0.00% | Reduce -75.7% | 98,875 | $1.4M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.5% | 98,794 | $1.4M |
| Captrust Financial Advisors | 0.00% | Reduce -28.0% | 97,472 | $1.4M |
| Gabelli Funds LLC | 0.01% | Reduce -14.6% | 94,000 | $1.4M |
| Parallax Volatility Advisers, L.P. | 0.05% | Add +30.2% | 93,966 | $1.4M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -4.7% | 91,200 | $1.3M |
| Qsemble Capital Management, LP | 0.14% | Add +5.6% | 88,961 | $1.3M |
| New York State Common Retirement Fund | 0.00% | Reduce -13.2% | 88,431 | $1.3M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -2.6% | 88,124 | $1.3M |
| Centiva Capital, LP | 0.07% | Reduce -63.8% | 85,642 | $1.3M |
| Eagle Harbor Asset Management Inc. | 1.27% | Add +37.9% | 85,320 | $1.2M |
| State of Wisconsin Investment Board | 0.00% | Reduce -23.5% | 84,946 | $1.2M |
| Group One Trading LLC | 0.05% | New | 83,882 | $1.2M |
| Franklin Resources Inc. | 0.00% | Add +12.9% | 83,805 | $1.2M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 83,240 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +14.2% | 82,893 | $1.2M |
| Amalgamated Bank | 0.01% | Reduce -2.2% | 80,941 | $1.2M |
| Treasurer of the State of North Carolina | 0.00% | Add +4.0% | 78,920 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +49.1% | 78,164 | $1.1M |
| State of Tennessee, Department of Treasury | 0.00% | No change | 77,805 | $1.1M |
| Nebula Research & Development LLC | 0.10% | Reduce -55.6% | 77,313 | $1.1M |
| Merit Financial Group, LLC | 0.02% | Add +168.1% | 76,235 | $1.1M |
| AMG National Trust Bank | 0.03% | Reduce -0.1% | 75,570 | $1.1M |
| XTX Topco Ltd | 0.06% | New | 74,062 | $1.1M |
| Pallas Capital Advisors LLC | 0.04% | Add +36.9% | 73,261 | $1.1M |
| Fox Run Management, L.L.C. | 0.16% | Reduce -39.4% | 71,452 | $1.0M |
| BW Gestao de Investimentos Ltda. | 0.11% | No change | 69,000 | $1.0M |
| Oak Thistle LLC | 0.20% | Add +114.9% | 68,073 | $996K |
| iSAM Funds (UK) Ltd | 0.48% | Add +390.0% | 66,391 | $971K |
| HighTower Advisors, LLC | 0.00% | Reduce -7.8% | 63,782 | $933K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 62,483 | $914K |
| Mariner, LLC | 0.00% | Add +100.3% | 62,226 | $910K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.3% | 57,256 | $909K |
| Aster Capital Management (DIFC) Ltd | 0.16% | New | 57,372 | $889K |
| Mattson Financial Services, LLC | 0.26% | Add +18.4% | 59,937 | $877K |
| SG Americas Securities, LLC | 0.00% | Add +263.9% | 59,685 | $873K |
| Kimelman & Baird, LLC | 0.07% | No change | 58,878 | $861K |
| Neuberger Berman Group LLC | 0.00% | Add +12.5% | 58,160 | $851K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 57,679 | $844K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -9.2% | 56,843 | $832K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 56,591 | $828K |
| Cetera Investment Advisers | 0.00% | Add +36.3% | 56,567 | $828K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +445.0% | 55,554 | $813K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +345.4% | 54,189 | $793K |
| Quinn Opportunity Partners LLC | 0.06% | Add +22.7% | 54,000 | $790K |
| Focus Partners Wealth | 0.00% | Reduce -9.6% | 53,538 | $783K |
| Exchange Traded Concepts, LLC | 0.01% | Add +18.5% | 52,226 | $764K |
| Raymond James Financial Inc. | 0.00% | Add +1.1% | 51,076 | $747K |
| Tidal Investments LLC | 0.01% | Add +229.3% | 50,721 | $742K |
| American Century Companies Inc. | 0.00% | Add +42.2% | 50,383 | $737K |
| Arizona State Retirement System | 0.00% | Reduce -0.9% | 49,669 | $727K |
| Advisory Services Network, LLC | 0.01% | Add +81.2% | 48,579 | $711K |
| Louisiana State Employees Retirement System | 0.01% | Add +1.1% | 48,000 | $702K |
| Edgestream Partners, L.P. | 0.02% | Reduce -46.2% | 47,866 | $700K |
| McDonald Partners LLC | 0.18% | Reduce -1.4% | 47,165 | $690K |
| Freestone Grove Partners LP | 0.01% | Add +19.6% | 45,643 | $668K |
| Caprock Group, LLC | 0.02% | New | 44,265 | $648K |
| Osaic Holdings, Inc. | 0.00% | Reduce -47.2% | 43,830 | $641K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 42,838 | $627K |
| Corient Private Wealth LP | 0.00% | Add +45.9% | 42,528 | $622K |
| Shufro Rose & Co. LLC | 0.05% | Reduce -21.1% | 41,684 | $610K |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.9% | 41,457 | $607K |
| State of Michigan Retirement System | 0.00% | Add +1.0% | 40,985 | $600K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +8.2% | 40,929 | $599K |
| Point72 (DIFC) Ltd | 0.06% | Add +20.9% | 40,187 | $588K |
| Janney Montgomery Scott LLC | 0.00% | Add +295.4% | 39,844 | $583K |
| Summit Trail Advisors, LLC | 0.02% | Add +110.5% | 39,444 | $577K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.0% | 38,070 | $557K |
| Cullen Investment Group, LTD. | 0.08% | Reduce -11.2% | 38,058 | $557K |
| Allianz Asset Management GmbH | 0.00% | New | 37,720 | $552K |
| NCM Capital Management, LLC | 0.25% | No change | 37,695 | $551K |
| Truist Financial Corp. | 0.00% | Add +1.6% | 37,047 | $542K |
| Comerica Bank | 0.00% | Add +0.0% | 36,503 | $534K |
| New Mexico Educational Retirement Board | 0.02% | No change | 34,800 | $509K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -0.3% | 34,728 | $508K |
| Ameritas Investment Partners, Inc. | 0.02% | No change | 34,297 | $502K |
| Sig Brokerage, LP | 0.14% | New | 32,740 | $479K |
| Handelsbanken Fonder AB | 0.00% | No change | 30,257 | $443K |
| Dark Forest Capital Management LP | 0.02% | Add +66.2% | 29,835 | $436K |
| Teacher Retirement System of Texas | 0.00% | Add +7.1% | 29,823 | $436K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -16.7% | 29,525 | $432K |
| R Squared Ltd | 0.45% | Add +72.2% | 28,890 | $423K |
| Shelton Capital Management | 0.01% | No change | 28,838 | $422K |
| Brown Financial Advisors | 0.17% | Add +5.9% | 28,569 | $418K |
| Deutsche Bank AG | 0.00% | Reduce -27.1% | 28,480 | $417K |
| Boyar Asset Management Inc. | 0.30% | Reduce -5.5% | 27,872 | $408K |
| Xponance LLC | 0.00% | Add +1.2% | 27,665 | $405K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 27,240 | $399K |
| Pictet Asset Management Holding SA | 0.00% | Add +21.8% | 27,099 | $396K |
| CSS LLC | 0.08% | New | 26,863 | $393K |
| Copley Financial Group, Inc. | 0.30% | Add +2.0% | 26,578 | $389K |
| Ballentine Partners, LLC | 0.01% | New | 26,519 | $388K |
| 111 Capital | 0.07% | New | 26,233 | $384K |
| Ascent Group, LLC | 0.02% | Reduce -15.0% | 25,499 | $373K |
| Petrus Trust Company, LTA | 0.03% | New | 25,468 | $373K |
| Virtu Financial LLC | 0.02% | Reduce -10.9% | 25,305 | $370K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 25,049 | $366K |
| Kingsview Wealth Management, LLC | 0.01% | New | 24,700 | $361K |
| Diametric Capital, LP | 0.42% | New | 24,197 | $354K |
| SummitTX Capital, L.P. | 0.02% | — | 24,061 | $352K |
| Versant Capital Management, Inc | 0.06% | Add +1294.0% | 23,809 | $348K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.6% | 23,659 | $346K |
| Wolverine Trading, LLC | 0.01% | Add +62.0% | 23,473 | $343K |
| Numerai GP LLC | 0.06% | New | 23,409 | $342K |
| Kaufman Rossin Wealth, LLC | 0.24% | New | 23,323 | $341K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +123.8% | 22,762 | $333K |
| Inceptionr LLC | 0.10% | New | 22,427 | $328K |
| Sivia Capital Partners, LLC | 0.15% | New | 22,251 | $326K |
| Elo Mutual Pension Insurance Co | 0.01% | Add +67.0% | 22,221 | $325K |
| Simon Quick Advisors, LLC | 0.02% | New | 21,662 | $317K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -18.2% | 21,633 | $316K |
| Park Avenue Securities LLC | 0.00% | Add +6.6% | 21,576 | $316K |
| Cobblestone Capital Advisors LLC | 0.02% | New | 21,227 | $311K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -74.8% | 21,175 | $310K |
| Stifel Financial Corp. | 0.00% | Add +6.1% | 21,050 | $308K |
| Mgo One Seven LLC | 0.01% | Add +15.4% | 21,040 | $308K |
| North Star Investment Management Corp. | 0.02% | Reduce -37.3% | 20,459 | $299K |
| Axq Capital, LP | 0.12% | New | 20,019 | $293K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 19,911 | $291K |
| State of Alaska, Department of Revenue | 0.00% | Add +0.9% | 19,702 | $288K |
| Bank of Nova Scotia | 0.00% | Reduce -91.8% | 19,432 | $284K |
| Advisor Resource Council | 0.02% | New | 19,122 | $280K |
| Hantz Financial Services, Inc. | 0.00% | Add +0.8% | 18,661 | $273K |
| Probity Advisors, Inc. | 0.05% | Add +29.8% | 18,502 | $271K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 18,500 | $271K |
| Jump Financial, LLC | 0.00% | Add +39.1% | 18,463 | $270K |
| Composition Wealth, LLC | 0.01% | Reduce -15.8% | 18,409 | $269K |
| WINTON GROUP Ltd | 0.02% | Reduce -1.9% | 18,155 | $266K |
| Evergreen Capital Management LLC | 0.01% | Add +67.2% | 18,010 | $263K |
| Natixis Advisors, LLC | 0.00% | Add +14.7% | 17,937 | $262K |
| Regions Financial Corp. | 0.00% | No change | 17,471 | $256K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 17,251 | $252K |
| Lido Advisors, LLC | 0.00% | Reduce -0.0% | 17,084 | $250K |
| Sherbrooke Park Advisers LLC | 0.12% | New | 17,074 | $250K |
| HB Wealth Management, LLC | 0.00% | Add +63.3% | 16,922 | $248K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -1.3% | 16,856 | $247K |
| FSM Wealth Advisors, LLC | 0.05% | Add +5.5% | 16,207 | $237K |
| Total Wealth Planning & Management, Inc. | 0.24% | No change | 16,100 | $236K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -83.4% | 15,676 | $229K |
| M&T Bank Corp | 0.00% | Add +49.1% | 15,677 | $229K |
| Syon Capital LLC | 0.02% | New | 15,559 | $228K |
| Cresset Asset Management, LLC | 0.00% | New | 15,380 | $225K |
| Stephens Inc. | 0.00% | New | 15,339 | $224K |
| 1ST Source Bank | 0.01% | No change | 15,085 | $221K |
| ESL Trust Services, LLC | 0.05% | No change | 14,866 | $217K |
| Optimist Retirement Group LLC | 0.11% | New | 14,734 | $216K |
| Pathstone Holdings, LLC | 0.00% | Reduce -33.4% | 14,544 | $213K |
| Towerview LLC | 0.15% | Add +20.8% | 14,500 | $212K |
| US Bancorp \de | 0.00% | Reduce -20.8% | 14,500 | $212K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -3.3% | 17,008 | $211K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +0.6% | 14,406 | $211K |
| Quadrant Capital Group LLC | 0.01% | Add +305.4% | 14,101 | $206K |
| Miller Financial Services LLC | 0.30% | No change | 14,056 | $206K |
| Evoke Wealth, LLC | 0.01% | Add +30.6% | 13,882 | $203K |
| Trivium Point Advisory, LLC | 0.02% | Add +7.9% | 13,618 | $199K |
| Catalyst Funds Management Pty Ltd | 0.05% | New | 13,604 | $199K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -39.4% | 13,555 | $198K |
| Huntington National Bank | 0.00% | Add +21.3% | 13,323 | $195K |
| Western Pacific Wealth Management, LP | 0.17% | Add +38.4% | 13,055 | $191K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.03% | No change | 13,000 | $190K |
| Securian Asset Management, Inc. | 0.01% | No change | 12,944 | $189K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +14.3% | 12,837 | $188K |
| Waverly Advisors, LLC | 0.00% | New | 12,547 | $184K |
| Two Sigma Securities, LLC | 0.03% | New | 12,519 | $183K |
| Jain Global LLC | 0.00% | New | 12,300 | $180K |
| Capital Investment Advisors, LLC | 0.00% | Add +1.6% | 12,142 | $178K |
| My Legacy Advisors, LLC | 0.07% | Reduce -2.7% | 12,060 | $176K |
| Sendero Wealth Management, LLC | 0.02% | New | 12,007 | $176K |
| Susquehanna International Group, LLP | 0.00% | Reduce -39.3% | 11,816 | $173K |
| HSBC Holdings PLC | 0.00% | New | 11,723 | $171K |
| Prudential Financial Inc. | 0.00% | New | 11,620 | $170K |
| Whitcomb & Hess, Inc. | 0.05% | Add +2.3% | 11,604 | $170K |
| NewEdge Advisors, LLC | 0.00% | Reduce -13.5% | 11,547 | $169K |
| Financial Advocates Investment Management | 0.01% | Add +0.2% | 11,438 | $167K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -0.2% | 11,425 | $167K |
| Foundations Investment Advisors, LLC | 0.00% | Add +0.6% | 11,249 | $165K |
| Coldstream Capital Management Inc. | 0.00% | New | 11,124 | $163K |
| United Services Automobile Association | 0.01% | New | 11,021 | $161K |
| Independent Advisor Alliance | 0.01% | Reduce -0.2% | 11,019 | $161K |
| Global Assets Advisory, LLC | 0.03% | New | 12,000 | $161K |
| Claro Advisors Inc. | 0.02% | Reduce -0.7% | 10,887 | $159K |
| NorthCrest Asset Manangement, LLC | 0.00% | Reduce -3.5% | 10,873 | $159K |
| State of Wyoming | 0.02% | Reduce -10.9% | 10,862 | $159K |
| GW Henssler & Associates Ltd. | 0.01% | No change | 10,698 | $157K |
| Earned Wealth Advisors, LLC | 0.03% | Reduce -10.2% | 10,660 | $156K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -68.1% | 10,544 | $154K |
| denkapparat Operations GmbH | 0.16% | New | 10,338 | $151K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -28.5% | 12,844 | $151K |
| Lazard Asset Management LLC | 0.00% | Add +24.7% | 10,220 | $149K |
| Prelude Capital Management, LLC | 0.01% | New | 10,155 | $149K |
| Everhart Financial Group, Inc. | 0.02% | New | 10,101 | $148K |
| Pinnacle Associates Ltd. | 0.00% | No change | 10,040 | $147K |
| MAI Capital Management | 0.00% | Add +0.5% | 9,181 | $134K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -54.1% | 8,961 | $131K |
| KBC Group NV | 0.00% | Add +41.9% | 8,657 | $127K |
| UMB Bank, n.a. | 0.00% | Add +33.9% | 8,475 | $124K |
| Quarry LP | 0.03% | Reduce -23.4% | 8,405 | $123K |
| Bayforest Capital Ltd | 0.05% | Reduce -51.5% | 8,036 | $118K |
| Viking Fund Management LLC | 0.02% | Add +60.0% | 8,000 | $117K |
| Russell Investments Group, Ltd. | 0.00% | Add +161.8% | 7,821 | $114K |
| Jones Financial Companies LLLP | 0.00% | Add +15.3% | 7,484 | $109K |
| DekaBank Deutsche Girozentrale | 0.00% | Add +22.0% | 7,223 | $105K |
| IFP Advisors, Inc | 0.00% | Reduce -1.5% | 6,497 | $95K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -59.2% | 5,635 | $82K |
| Hillsdale Investment Management Inc. | 0.00% | Add +89.3% | 5,300 | $78K |
| Clearstead Advisors, LLC | 0.00% | Add +25860.0% | 5,192 | $76K |
| Sterling Capital Management LLC | 0.00% | Reduce -21.8% | 5,179 | $76K |
| Covestor Ltd | 0.05% | Add +25.8% | 5,069 | $74K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -85.4% | 4,400 | $64K |
| Richardson Financial Services Inc. | 0.05% | Add +13.5% | 4,290 | $63K |
| GAMMA Investing LLC | 0.00% | Add +91.0% | 4,266 | $62K |
| Signaturefd, LLC | 0.00% | Add +27.4% | 4,262 | $62K |
| Peoples Bank | 0.04% | No change | 3,679 | $54K |
| Security National Bank | 0.01% | Add +4.0% | 3,561 | $52K |
| Caitong International Asset Management Co., Ltd | 0.04% | Add +7180.9% | 3,422 | $50K |
| Continuum Advisory, LLC | 0.01% | Add +1.3% | 3,284 | $48K |
| True Wealth Design, LLC | 0.02% | Add +94.0% | 3,264 | $48K |
| Arax Advisory Partners | 0.00% | Reduce -73.2% | 3,257 | $48K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,107 | $45K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +110.0% | 2,976 | $44K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -77.3% | 2,914 | $43K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -44.9% | 2,910 | $43K |
| Pflug Koory, LLC | 0.02% | No change | 2,805 | $41K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -12.7% | 2,790 | $41K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +278.8% | 2,538 | $37K |
| High Note Wealth, LLC | 0.01% | No change | 2,428 | $36K |
| Amundi | 0.00% | Reduce -98.7% | 2,420 | $34K |
| Mather Group, Llc. | 0.00% | No change | 2,263 | $33K |
| SBI Securities Co., Ltd. | 0.00% | Add +20.6% | 2,257 | $33K |
| Lindbrook Capital, LLC | 0.00% | Reduce -11.6% | 2,252 | $33K |
| Farther Finance Advisors, LLC | 0.00% | Add +1111.9% | 2,133 | $31K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 2,125 | $31K |
| Principal Securities, Inc. | 0.00% | No change | 1,731 | $28K |
| Leonteq Securities AG | 0.00% | Reduce -45.1% | 1,686 | $25K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +7.1% | 1,650 | $24K |
| Alpine Bank Wealth Management | 0.00% | — | 1,637 | $24K |
| S.A. Mason LLC | 0.01% | Reduce -55.6% | 1,600 | $23K |
| Fifth Third Bancorp | 0.00% | Reduce -27.0% | 1,592 | $23K |
| Parallel Advisors, LLC | 0.00% | Reduce -47.0% | 1,586 | $23K |
| Field & Main Bank | 0.01% | No change | 1,500 | $22K |
| Motco | 0.00% | No change | 1,417 | $21K |
| Private Trust Co. NA | 0.00% | Add +250.0% | 1,400 | $20K |
| Assetmark, Inc. | 0.00% | Add +785.7% | 1,302 | $19K |
| LRI Investments, LLC | 0.00% | No change | 1,258 | $18K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,250 | $18K |
| First United Bank & Trust | 0.01% | No change | 1,233 | $18K |
| Allworth Financial LP | 0.00% | Reduce -35.0% | 1,381 | $18K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +5.9% | 1,204 | $18K |
| Rossby Financial, LCC | 0.01% | New | 1,320 | $17K |
| Walleye Capital LLC | 0.00% | Reduce -89.6% | 1,150 | $17K |
| Harvest Fund Management Co., Ltd | 0.00% | New | 1,075 | $16K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1,076 | $16K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +201.4% | 1,070 | $16K |
| Creative Financial Designs Inc. | 0.00% | Add +1.0% | 1,044 | $15K |
| Brooklyn Investment Group | 0.00% | Add +34600.0% | 1,041 | $15K |
| Centerpoint Advisors, LLC | 0.01% | New | 1,000 | $15K |
| SouthState Bank Corp | 0.00% | New | 1,000 | $15K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,000 | $15K |
| Quent Capital, LLC | 0.00% | Add +28.4% | 967 | $14K |
| Joseph Group Capital Management | 0.01% | No change | 908 | $13K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 800 | $12K |
| Optimum Investment Advisors | 0.01% | No change | 800 | $12K |
| Pittenger & Anderson Inc. | 0.00% | No change | 750 | $11K |
| Rise Advisors, LLC | 0.00% | Reduce -21.5% | 734 | $11K |
| Larson Financial Group LLC | 0.00% | Add +8914.3% | 631 | $9K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 600 | $9K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 600 | $9K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 541 | $8K |
| Crews Bank & Trust | 0.00% | No change | 531 | $8K |
| Stone House Investment Management, LLC | 0.00% | New | 505 | $7K |
| Bangor Savings Bank | 0.00% | No change | 500 | $7K |
| McIlrath & Eck, LLC | 0.00% | No change | 476 | $7K |
| Financial Management Professionals, Inc. | 0.00% | No change | 425 | $6K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 425 | $6K |
| Summit Securities Group LLC | 0.00% | New | 400 | $6K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 375 | $5K |
| NBT Bank, N.A. | 0.00% | Add +1.4% | 349 | $5K |
| GeoWealth Management, LLC | 0.00% | Reduce -64.8% | 334 | $5K |
| Optiver Holding B.V. | 0.00% | New | 334 | $5K |
| N.E.W. Advisory Services LLC | 0.00% | New | 288 | $4K |
| Princeton Global Asset Management LLC | 0.00% | No change | 285 | $4K |
| Avalon Trust Co | 0.00% | New | 284 | $4K |
| Hemington Wealth Management | 0.00% | Add +34.1% | 275 | $4K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +1.5% | 278 | $4K |
| Clearstead Trust, LLC | 0.00% | New | 265 | $4K |
| Crewe Advisors LLC | 0.00% | Add +1.8% | 231 | $3K |
| Abound Wealth Management | 0.00% | No change | 226 | $3K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 213 | $3K |
| Nalls Sherbakoff Group, LLC | 0.00% | — | 212 | $3K |
| CX Institutional | 0.00% | New | 207 | $3K |
| Bessemer Group Inc. | 0.00% | Reduce -77.4% | 175 | $3K |
| First Community Trust NA | 0.00% | No change | 200 | $3K |
| Blue Trust, Inc. | 0.00% | Reduce -19.2% | 189 | $3K |
| Twin Tree Management, LP | 0.00% | New | 181 | $3K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 157 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Add +275.0% | 150 | $2K |
| Park Square Financial Group, LLC | 0.00% | Reduce -51.0% | 120 | $2K |
| Danske Bank A/S | 0.00% | No change | 100 | $1K |
| New Millennium Group LLC | 0.00% | New | 93 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | Add +290.9% | 86 | $1K |
| American Capital Advisory, LLC | 0.00% | Add +1.4% | 70 | $1K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -62.5% | 69 | $1K |
| St Germain D J Co. Inc. | 0.00% | Reduce -76.1% | 68 | $995 |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 50 | $732 |
| Trust Co. of Vermont | 0.00% | No change | 45 | $658 |
| SVB Wealth LLC | 0.00% | New | 41 | $600 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 38 | $559 |
| Cornerstone Planning Group LLC | 0.00% | Add +2.6% | 40 | $506 |
| Global Financial Private Client, LLC | 0.00% | Add +255.6% | 32 | $468 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -6.3% | 30 | $439 |
| IAG Wealth Partners, LLC | 0.00% | No change | 27 | $395 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -78.9% | 23 | $337 |
| Binnacle Investments Inc | 0.00% | — | 22 | $322 |
| Laurel Wealth Advisors LLC | 0.00% | No change | 15 | $220 |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 12 | $175 |
| SOA Wealth Advisors, LLC. | 0.00% | New | 12 | $171 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 9 | $132 |
| Safe Harbor Fiduciary, LLC | 0.00% | No change | 8 | $117 |
| Harbour Investments, Inc. | 0.00% | No change | 8 | $117 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 8 | $117 |
| Greenline Partners, LLC | 0.00% | New | 5 | $73 |
| MV Capital Management, Inc. | 0.00% | Reduce -63.6% | 4 | $59 |
| HFM Investment Advisors, LLC | 0.00% | — | 4 | $59 |
| NFSG Corp | 0.00% | New | 1 | $15 |
| McClarren Financial Advisors, Inc. | 0.00% | New | 14 | $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.