The Wendy'sWEN
13F holders, Q2 2025 (June 30)402holders −21
60new positions
84sold out
7famous investors
$11.42avg. 13F price*
At the end of Q2 2025, 402 institutions reported holding The Wendy's Co. (WEN) in their 13F filings, down 21 from Q1 2025. 60 opened new positions and 84 sold out. The largest holders were Trian Fund Management ($347.6M), Vanguard Group Inc. ($242.8M) and BlackRock, Inc. ($225.8M). 7 famous investors held it, including Nelson Peltz (9.2% of Trian Fund Management's portfolio), Steve Cohen (0.2% 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $33.5M |
| Exits | 84 | $57.2M |
All 13F filers, Q1 2025 → Q2 2025: 24,726,312 shares bought and 16,590,328 shares sold, net +8,135,984 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 402 holders
| Trian Fund Management | 9.17% | Add +0.0% | 30,434,794 | $347.6M |
| Vanguard Group Inc. | 0.00% | Reduce -1.7% | 21,257,705 | $242.8M |
| BlackRock, Inc. | 0.00% | Reduce -0.0% | 19,770,080 | $225.8M |
| AQR Capital Management | 0.13% | Add +30.1% | 13,843,438 | $158.1M |
| Harris Associates (Oakmark Funds) | 0.21% | Add +13.6% | 11,076,295 | $126.5M |
| Point72 Asset Management | 0.22% | Add +28.1% | 7,699,043 | $87.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.9% | 6,573,171 | $75.1M |
| State Street Corp. | 0.00% | Reduce -9.5% | 5,131,100 | $58.6M |
| Arrowstreet Capital, Limited Partnership | 0.04% | Add +61.3% | 5,041,012 | $57.6M |
| UBS Group AG | 0.01% | Add +261.3% | 4,811,580 | $54.9M |
| Dimensional Fund Advisors LP | 0.01% | Add +4.7% | 4,311,795 | $49.2M |
| Morgan Stanley | 0.00% | Add +45.8% | 4,303,507 | $49.1M |
| Millennium Management | 0.04% | Add +2.8% | 3,929,304 | $44.9M |
| Janus Henderson Group PLC | 0.02% | Add +2.2% | 3,283,711 | $37.5M |
| Geode Capital Management, LLC | 0.00% | Reduce -4.1% | 3,195,270 | $36.5M |
| Bank of America Corp. | 0.00% | Add +34.6% | 2,760,127 | $31.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -5.5% | 2,436,054 | $27.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -54.1% | 2,048,988 | $23.4M |
| Northern Trust Corp. | 0.00% | Reduce -32.3% | 2,022,860 | $23.1M |
| Norges Bank | 0.00% | Reduce -11.5% | 1,657,531 | $18.9M |
| Royal Bank of Canada | 0.00% | Reduce -40.5% | 1,419,986 | $16.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.05% | Add +6474.9% | 1,134,230 | $13.0M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -35.2% | 1,061,864 | $12.1M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -1.1% | 1,032,790 | $11.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -8.0% | 989,540 | $11.3M |
| Retirement Systems of Alabama | 0.04% | Add +34.1% | 954,998 | $10.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Add +5.6% | 932,711 | $10.7M |
| Cubist Systematic Strategies, LLC | 0.12% | Add +84.6% | 931,409 | $10.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +40.6% | 898,801 | $10.3M |
| Gotham Asset Management | 0.06% | Add +182.8% | 892,930 | $10.2M |
| Gradient Investments LLC | 0.17% | Add +6.2% | 836,626 | $9.6M |
| Sound Income Strategies, LLC | 0.53% | Add +36.6% | 814,753 | $9.3M |
| Voya Investment Management LLC | 0.01% | Reduce -15.6% | 761,142 | $8.7M |
| JCP Investment Management, LLC | 4.99% | New | 756,927 | $8.6M |
| Horizon Kinetics Asset Management LLC | 0.09% | Reduce -8.2% | 699,342 | $8.0M |
| Rhumbline Advisers | 0.01% | Reduce -0.2% | 699,025 | $8.0M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +1.1% | 631,500 | $7.5M |
| Citadel Advisors | 0.01% | Add +152.2% | 654,845 | $7.5M |
| Ieq Capital, LLC | 0.04% | Add +10.5% | 629,793 | $7.2M |
| Invesco Ltd. | 0.00% | Reduce -68.6% | 613,931 | $7.0M |
| California Public Employees Retirement System | 0.00% | Reduce -34.2% | 602,943 | $6.9M |
| Federated Hermes, Inc. | 0.01% | Reduce -3.8% | 600,686 | $6.9M |
| Nuveen, LLC | 0.00% | Reduce -43.0% | 589,161 | $6.7M |
| Verition Fund Management LLC | 0.04% | Reduce -14.5% | 551,687 | $6.3M |
| Holocene Advisors, LP | 0.02% | Add +141.3% | 544,710 | $6.2M |
| Trexquant Investment LP | 0.07% | Reduce -49.5% | 532,413 | $6.1M |
| Cerity Partners LLC | 0.01% | Add +191.9% | 483,135 | $5.5M |
| Citigroup Inc. | 0.00% | Add +4.3% | 467,919 | $5.3M |
| Brevan Howard Capital Management LP | 0.06% | Add +234.9% | 464,232 | $5.3M |
| Advisors Asset Management, Inc. | 0.09% | Add +45.9% | 437,971 | $5.0M |
| NorthCoast Asset Management LLC | 0.02% | Add +16.3% | 421,643 | $4.8M |
| HRT Financial LP | 0.02% | Reduce -51.5% | 391,514 | $4.5M |
| First Trust Advisors LP | 0.00% | Reduce -43.1% | 376,443 | $4.3M |
| Alps Advisors Inc. | 0.02% | Reduce -0.7% | 369,399 | $4.2M |
| Principal Financial Group Inc. | 0.00% | Reduce -7.5% | 366,515 | $4.2M |
| Macquarie Group Ltd. | 0.01% | Reduce -1.0% | 361,084 | $4.1M |
| XTX Topco Ltd | 0.17% | Add +370.7% | 348,626 | $4.0M |
| Intech Investment Management LLC | 0.04% | Add +81.2% | 348,245 | $4.0M |
| Susquehanna International Group, LLP | 0.01% | Add +2836.4% | 346,971 | $4.0M |
| Swiss National Bank | 0.00% | Reduce -3.0% | 325,700 | $3.7M |
| Legal & General Group Plc | 0.00% | Add +4.8% | 320,512 | $3.7M |
| Creative Planning | 0.00% | Add +40.5% | 304,496 | $3.5M |
| Baird Financial Group, Inc. | 0.01% | New | 294,979 | $3.4M |
| Barclays PLC | 0.00% | Add +116.4% | 282,761 | $3.2M |
| Victory Capital Management Inc. | 0.00% | Reduce -0.1% | 275,214 | $3.1M |
| Agf Management Ltd. | 0.01% | Add +58.8% | 271,314 | $3.1M |
| Quinn Opportunity Partners LLC | 0.25% | Add +366.7% | 252,040 | $2.9M |
| Jane Street Group, LLC | 0.00% | Reduce -45.0% | 250,227 | $2.9M |
| Capstone Investment Advisors, LLC | 0.03% | New | 249,277 | $2.8M |
| Cwm, LLC | 0.01% | Add +19.4% | 239,299 | $2.7M |
| Engineers Gate Manager LP | 0.03% | Reduce -43.3% | 237,535 | $2.7M |
| American Century Companies Inc. | 0.00% | Add +369.6% | 236,588 | $2.7M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +0.8% | 228,518 | $2.6M |
| Guggenheim Capital LLC | 0.02% | Add +26.2% | 228,106 | $2.6M |
| Alliancebernstein L.P. | 0.00% | Add +10.2% | 222,623 | $2.5M |
| Quantbot Technologies LP | 0.06% | New | 216,179 | $2.5M |
| CastleKnight Management LP | 0.17% | New | 215,200 | $2.5M |
| Blueshift Asset Management, LLC | 0.75% | New | 212,603 | $2.4M |
| Man Group plc | 0.01% | Reduce -40.4% | 203,316 | $2.3M |
| Sei Investments Co. | 0.00% | Add +11.2% | 195,390 | $2.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.1% | 190,208 | $2.2M |
| New York State Teachers Retirement System | 0.00% | No change | 185,991 | $2.1M |
| LPL Financial LLC | 0.00% | Add +23.8% | 185,549 | $2.1M |
| IMC-Chicago, LLC | 0.05% | Add +62.2% | 174,385 | $2.0M |
| Jump Financial, LLC | 0.02% | Add +807.9% | 167,621 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -63.7% | 160,394 | $1.9M |
| Quantinno Capital Management LP | 0.01% | Reduce -79.3% | 160,723 | $1.8M |
| Group One Trading LLC | 0.06% | Add +91.2% | 160,350 | $1.8M |
| California State Teachers Retirement System | 0.00% | Add +0.3% | 159,216 | $1.8M |
| BNP Paribas Financial Markets | 0.00% | Add +30.4% | 153,850 | $1.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +5.2% | 146,775 | $1.7M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +827.4% | 145,375 | $1.7M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -1.0% | 145,073 | $1.7M |
| FIL Ltd | 0.00% | Reduce -2.6% | 137,112 | $1.6M |
| Freestone Grove Partners LP | 0.01% | Add +185.8% | 130,456 | $1.5M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -9.2% | 128,385 | $1.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -11.0% | 124,243 | $1.4M |
| Bank of Montreal | 0.00% | Reduce -0.7% | 123,041 | $1.4M |
| Mariner, LLC | 0.00% | Add +95.2% | 121,492 | $1.4M |
| Franklin Resources Inc. | 0.00% | Add +36.0% | 113,967 | $1.3M |
"% of holder's portfolio" is WEN's weight in each manager's 13F, not the share of The Wendy's Co. the manager owns.