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 |
| Osaic Holdings, Inc. | 0.00% | Add +125.5% | 98,816 | $1.3M |
| Pallas Capital Advisors LLC | 0.05% | Add +53.9% | 112,738 | $1.3M |
| Eagle Harbor Asset Management Inc. | 1.17% | Add +24.4% | 106,129 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +4.8% | 102,127 | $1.2M |
| KLP Kapitalforvaltning As | 0.00% | Add +9.1% | 99,500 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +255.8% | 96,916 | $1.1M |
| Wells Fargo & Company | 0.00% | Reduce -24.8% | 92,905 | $1.1M |
| Gabelli Funds LLC | 0.01% | Reduce -4.0% | 90,250 | $1.0M |
| MetLife Investment Management, LLC | 0.01% | Reduce -8.8% | 90,142 | $1.0M |
| ExodusPoint Capital Management, LP | 0.01% | New | 88,569 | $1.0M |
| New York State Common Retirement Fund | 0.00% | No change | 88,431 | $1.0M |
| Tidal Investments LLC | 0.01% | Add +73.1% | 87,810 | $1.0M |
| Headlands Technologies LLC | 0.12% | Reduce -20.2% | 87,474 | $999K |
| SummitTX Capital, L.P. | 0.04% | Add +250.3% | 84,289 | $963K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 83,240 | $951K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -9.0% | 80,217 | $916K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +38.0% | 79,617 | $909K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 77,805 | $889K |
| Treasurer of the State of North Carolina | 0.00% | Reduce -3.2% | 76,403 | $873K |
| Amalgamated Bank | 0.01% | Reduce -6.5% | 75,723 | $865K |
| Virtu Financial LLC | 0.04% | Add +198.4% | 75,524 | $862K |
| Bridgefront Capital, LLC | 0.22% | New | 73,073 | $834K |
| Janney Montgomery Scott LLC | 0.00% | Add +82.3% | 72,636 | $830K |
| Essential Partners LLC | 0.33% | — | 72,650 | $830K |
| CSS LLC | 0.15% | Add +157.6% | 69,202 | $790K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +20.3% | 66,811 | $763K |
| Mattson Financial Services, LLC | 0.20% | Add +9.6% | 65,709 | $750K |
| Empowered Funds, LLC | 0.01% | New | 64,983 | $742K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -22.7% | 64,096 | $732K |
| HighTower Advisors, LLC | 0.00% | Add +0.0% | 63,808 | $729K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +1.8% | 63,577 | $726K |
| SG Americas Securities, LLC | 0.00% | Add +6.4% | 63,507 | $725K |
| Raymond James Financial Inc. | 0.00% | Add +23.6% | 63,105 | $721K |
| Aigen Investment Management, LP | 0.10% | Reduce -48.8% | 62,181 | $710K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -21.8% | 61,127 | $698K |
| Occudo Quantitative Strategies LP | 0.08% | New | 60,839 | $695K |
| Focus Partners Wealth | 0.00% | Add +9.8% | 58,790 | $671K |
| Kimelman & Baird, LLC | 0.05% | Reduce -0.3% | 58,728 | $671K |
| Fox Run Management, L.L.C. | 0.11% | Reduce -18.8% | 58,054 | $663K |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.8% | 57,694 | $659K |
| Truist Financial Corp. | 0.00% | Add +54.7% | 57,296 | $654K |
| PEAK6 LLC | 0.02% | Reduce -78.3% | 56,906 | $650K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 56,591 | $646K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -3.4% | 54,907 | $627K |
| Aster Capital Management (DIFC) Ltd | 0.14% | Reduce -4.4% | 54,864 | $627K |
| Axq Capital, LP | 0.20% | Add +173.7% | 54,788 | $626K |
| Exchange Traded Concepts, LLC | 0.01% | Add +2.0% | 53,250 | $608K |
| Shufro Rose & Co. LLC | 0.05% | Reduce -1.2% | 41,184 | $603K |
| Jain Global LLC | 0.01% | Add +326.0% | 52,400 | $598K |
| Cetera Investment Advisers | 0.00% | Reduce -7.8% | 52,155 | $596K |
| Brighton Jones LLC | 0.02% | New | 49,848 | $569K |
| Arizona State Retirement System | 0.00% | Add +0.1% | 49,712 | $568K |
| Scientech Research LLC | 0.14% | New | 49,390 | $564K |
| Leonteq Securities AG | 0.03% | Add +2795.9% | 48,825 | $558K |
| McDonald Partners LLC | 0.13% | Reduce -3.2% | 45,654 | $521K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -5.4% | 45,400 | $518K |
| Advisory Services Network, LLC | 0.01% | Add +6.8% | 51,895 | $511K |
| EntryPoint Capital, LLC | 0.25% | New | 44,099 | $504K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 42,838 | $489K |
| Dark Forest Capital Management LP | 0.02% | Add +42.1% | 42,388 | $484K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +1.3% | 41,443 | $473K |
| AdvisorShares Investments LLC | 0.08% | New | 40,100 | $458K |
| Bank of Nova Scotia | 0.00% | Add +104.0% | 39,650 | $453K |
| International Assets Investment Management, LLC | 0.04% | New | 39,252 | $448K |
| State of Michigan Retirement System | 0.00% | Reduce -5.4% | 38,785 | $443K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -33.7% | 37,979 | $434K |
| Yousif Capital Management, LLC | 0.00% | Reduce -8.6% | 37,901 | $433K |
| Merit Financial Group, LLC | 0.00% | Reduce -50.4% | 37,819 | $432K |
| FMR LLC | 0.00% | Reduce -63.1% | 36,438 | $416K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -7.8% | 36,350 | $415K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -5.4% | 36,015 | $411K |
| Corient Private Wealth LP | 0.00% | Reduce -15.4% | 35,969 | $411K |
| NCM Capital Management, LLC | 0.17% | Reduce -5.3% | 35,695 | $408K |
| Cullen Investment Group, LTD. | 0.06% | Reduce -6.7% | 35,512 | $406K |
| New Mexico Educational Retirement Board | 0.01% | No change | 34,800 | $397K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +17.4% | 34,674 | $396K |
| Deutsche Bank AG | 0.00% | Add +17.4% | 33,442 | $382K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -4.9% | 33,028 | $377K |
| Wolverine Trading, LLC | 0.01% | Add +38.8% | 32,574 | $377K |
| Comerica Bank | 0.00% | Reduce -11.4% | 32,334 | $369K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -8.7% | 31,318 | $358K |
| Evoke Wealth, LLC | 0.01% | Add +124.8% | 31,205 | $356K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.06% | New | 30,994 | $354K |
| Shelton Capital Management | 0.01% | Add +5.4% | 30,403 | $347K |
| Point72 (DIFC) Ltd | 0.03% | Reduce -24.9% | 30,172 | $345K |
| Brown Financial Advisors | 0.13% | Add +4.7% | 29,908 | $342K |
| Integrated Wealth Concepts LLC | 0.00% | New | 29,259 | $334K |
| Kaufman Rossin Wealth, LLC | 0.21% | Add +24.9% | 29,142 | $333K |
| Farringdon Capital, Ltd. | 0.11% | New | 28,256 | $323K |
| Pictet Asset Management Holding SA | 0.00% | Add +3.0% | 27,916 | $319K |
| Boyar Asset Management Inc. | 0.21% | Add +0.0% | 27,878 | $318K |
| HSBC Holdings PLC | 0.00% | Add +136.9% | 27,776 | $318K |
| Handelsbanken Fonder AB | 0.00% | Reduce -9.3% | 27,457 | $314K |
| Ascent Group, LLC | 0.01% | Add +5.2% | 26,812 | $306K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +11.1% | 26,294 | $300K |
| Copley Financial Group, Inc. | 0.22% | Reduce -1.4% | 26,194 | $299K |
| Gsa Capital Partners LLP | 0.02% | New | 26,060 | $298K |
| Teacher Retirement System of Texas | 0.00% | Reduce -13.2% | 25,896 | $296K |
| Atom Investors LP | 0.03% | New | 25,875 | $295K |
| FORA Capital, LLC | 0.03% | New | 25,437 | $290K |
| Xponance LLC | 0.00% | Reduce -10.1% | 24,866 | $284K |
| Stifel Financial Corp. | 0.00% | Add +17.6% | 24,759 | $283K |
| Probity Advisors, Inc. | 0.05% | Add +32.6% | 24,537 | $280K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +5.6% | 24,038 | $275K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 23,371 | $267K |
| CIBC Private Wealth Group LLC | 0.00% | Add +30.5% | 22,189 | $253K |
| Cobblestone Capital Advisors LLC | 0.01% | Add +3.1% | 21,892 | $250K |
| State of Wisconsin Investment Board | 0.00% | Reduce -74.7% | 21,515 | $246K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -62.2% | 20,498 | $234K |
| North Star Investment Management Corp. | 0.02% | Add +0.0% | 20,460 | $234K |
| Caption Management, LLC | 0.02% | New | 20,000 | $228K |
| Chicago Partners Investment Group LLC | 0.01% | Add +56.2% | 20,068 | $227K |
| Hantz Financial Services, Inc. | 0.00% | Add +5.5% | 19,697 | $225K |
| Sanctuary Advisors, LLC | 0.00% | Add +84.8% | 19,488 | $223K |
| Stephens Inc. | 0.00% | Add +25.6% | 19,265 | $220K |
| Vise Technologies, Inc. | 0.01% | — | 18,751 | $214K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 18,500 | $211K |
| Waddell & Associates, LLC | 0.02% | New | 18,419 | $210K |
| State of Alaska, Department of Revenue | 0.00% | Reduce -7.9% | 18,137 | $207K |
| Optimist Retirement Group LLC | 0.10% | Add +22.9% | 18,103 | $207K |
| Sigma Planning Corp | 0.01% | New | 18,004 | $206K |
| Park Avenue Securities LLC | 0.00% | Reduce -16.8% | 17,944 | $205K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -10.9% | 17,733 | $203K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | New | 17,632 | $201K |
| Paloma Partners Management Co | 0.09% | New | 17,500 | $200K |
| Regions Financial Corp. | 0.00% | No change | 17,471 | $200K |
| HB Wealth Management, LLC | 0.00% | Add +2.5% | 17,349 | $198K |
| State of Wyoming | 0.02% | Add +58.4% | 17,202 | $196K |
| Lido Advisors, LLC | 0.00% | Add +0.3% | 17,139 | $196K |
| US Bancorp \de | 0.00% | Add +17.7% | 17,068 | $195K |
| M&T Bank Corp | 0.00% | Add +8.4% | 16,987 | $194K |
| Worldquant Millennium Advisors LLC | 0.00% | New | 16,585 | $189K |
| Composition Wealth, LLC | 0.00% | Reduce -10.8% | 16,418 | $187K |
| Frank, Rimerman Advisors LLC | 0.01% | New | 16,056 | $183K |
| Kestra Advisory Services, LLC | 0.00% | Add +15.8% | 15,702 | $179K |
| Prudential Financial Inc. | 0.00% | Add +35.0% | 15,687 | $179K |
| Miller Financial Services LLC | 0.23% | Add +10.0% | 15,457 | $177K |
| FSM Wealth Advisors, LLC | 0.03% | Reduce -4.3% | 15,517 | $175K |
| waypoint wealth counsel | 0.09% | New | 15,045 | $172K |
| Waverly Advisors, LLC | 0.00% | Add +18.6% | 14,880 | $170K |
| SYM FINANCIAL Corp | 0.02% | New | 14,869 | $170K |
| ESL Trust Services, LLC | 0.03% | No change | 14,866 | $170K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +3.0% | 14,846 | $170K |
| Trivium Point Advisory, LLC | 0.02% | Add +8.2% | 14,739 | $168K |
| 1ST Source Bank | 0.01% | Reduce -3.3% | 14,585 | $167K |
| Towerview LLC | 0.12% | No change | 14,500 | $166K |
| MQS Management LLC | 0.09% | New | 14,102 | $161K |
| WINTON GROUP Ltd | 0.01% | Reduce -22.5% | 14,063 | $161K |
| Sendero Wealth Management, LLC | 0.02% | Add +16.8% | 14,020 | $160K |
| NorthRock Partners, LLC | 0.00% | New | 13,337 | $152K |
| Transcend Capital Advisors, LLC | 0.01% | New | 13,205 | $151K |
| UMB Bank, n.a. | 0.00% | Add +55.4% | 13,166 | $150K |
| Western Pacific Wealth Management, LP | 0.14% | No change | 13,055 | $149K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.02% | No change | 13,000 | $148K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +407.3% | 12,875 | $147K |
| PDS Planning, Inc | 0.01% | New | 12,849 | $147K |
| Mgo One Seven LLC | 0.00% | Reduce -40.8% | 12,463 | $142K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -3.4% | 12,397 | $142K |
| Capital Investment Advisors, LLC | 0.00% | Add +1.2% | 12,292 | $140K |
| Securian Asset Management, Inc. | 0.00% | Reduce -5.1% | 12,284 | $140K |
| NewEdge Advisors, LLC | 0.00% | Add +2.2% | 11,801 | $135K |
| Whitcomb & Hess, Inc. | 0.04% | Add +1.2% | 11,748 | $134K |
| Johnson Investment Counsel Inc. | 0.00% | Add +1.1% | 11,548 | $132K |
| Oxford Asset Management LLP | 0.04% | New | 11,462 | $131K |
| Foundations Investment Advisors, LLC | 0.00% | Add +0.7% | 11,329 | $129K |
| United Capital Financial Advisors, LLC | 0.00% | New | 10,999 | $126K |
| Financial Advocates Investment Management | 0.01% | Reduce -4.4% | 10,936 | $125K |
| Paladin Wealth, LLC | 0.10% | New | 10,895 | $124K |
| GW Henssler & Associates Ltd. | 0.01% | Add +0.1% | 10,703 | $122K |
| Earned Wealth Advisors, LLC | 0.02% | Add +0.0% | 10,663 | $122K |
| Marex Group Ltd | 0.00% | New | 10,568 | $121K |
| denkapparat Operations GmbH | 0.09% | No change | 10,338 | $118K |
| Everhart Financial Group, Inc. | 0.01% | Add +0.6% | 10,162 | $116K |
| SCS Capital Management LLC | 0.00% | New | 10,155 | $116K |
| BTG Pactual Asset Management US LLC | 0.02% | New | 10,056 | $115K |
| Huntington National Bank | 0.00% | Reduce -24.6% | 10,043 | $115K |
| Pinnacle Associates Ltd. | 0.00% | No change | 10,040 | $115K |
| LSV Asset Management | 0.00% | New | 9,800 | $112K |
| MAI Capital Management | 0.00% | Add +2.4% | 9,405 | $107K |
| Jones Financial Companies LLLP | 0.00% | Add +22.3% | 9,149 | $106K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +53.1% | 8,629 | $99K |
| Russell Investments Group, Ltd. | 0.00% | Add +7.4% | 8,398 | $96K |
| Viking Fund Management LLC | 0.01% | No change | 8,000 | $91K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -14.6% | 7,650 | $87K |
| IFP Advisors, Inc | 0.00% | Add +17.6% | 7,641 | $87K |
| Parallel Advisors, LLC | 0.00% | Add +356.9% | 7,246 | $83K |
| Lazard Asset Management LLC | 0.00% | Reduce -32.5% | 6,899 | $78K |
| Allworth Financial LP | 0.00% | Add +366.9% | 6,448 | $74K |
| Sterling Capital Management LLC | 0.00% | Add +17.1% | 6,064 | $69K |
| DekaBank Deutsche Girozentrale | 0.00% | Reduce -18.0% | 5,920 | $68K |
| Covestor Ltd | 0.04% | Add +10.0% | 5,577 | $64K |
| Signaturefd, LLC | 0.00% | Add +25.2% | 5,336 | $61K |
| Richardson Financial Services Inc. | 0.04% | Add +2.8% | 4,410 | $52K |
| True Wealth Design, LLC | 0.02% | Add +25.4% | 4,094 | $47K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +35.0% | 4,017 | $46K |
| Security National Bank | 0.01% | Add +11.0% | 3,952 | $45K |
| STRS Ohio | 0.00% | New | 3,909 | $45K |
| KBC Group NV | 0.00% | Reduce -61.3% | 3,348 | $38K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,107 | $35K |
| Pflug Koory, LLC | 0.02% | No change | 2,805 | $32K |
| SBI Securities Co., Ltd. | 0.00% | Add +16.4% | 2,627 | $30K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 2,434 | $28K |
| Walleye Capital LLC | 0.00% | Add +99.0% | 2,289 | $26K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -24.5% | 2,201 | $25K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 2,167 | $25K |
| Global Retirement Partners, LLC | 0.00% | — | 2,143 | $24K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 2,125 | $24K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +250.0% | 2,100 | $24K |
| CX Institutional | 0.00% | Add +781.6% | 1,825 | $21K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -35.7% | 1,795 | $20K |
| Fifth Third Bancorp | 0.00% | Add +12.0% | 1,783 | $20K |
| Larson Financial Group LLC | 0.00% | Add +175.6% | 1,739 | $20K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +100.0% | 1,600 | $19K |
| Alpine Bank Wealth Management | 0.00% | No change | 1,637 | $19K |
| S.A. Mason LLC | 0.01% | No change | 1,600 | $18K |
| GAMMA Investing LLC | 0.00% | Reduce -63.8% | 1,544 | $18K |
| Field & Main Bank | 0.01% | No change | 1,500 | $17K |
| Assetmark, Inc. | 0.00% | Add +12.3% | 1,462 | $17K |
| Harvest Fund Management Co., Ltd | 0.00% | No change | 1,075 | $16K |
| Parkside Financial Bank & Trust | 0.00% | Add +814.7% | 1,372 | $16K |
| Danske Bank A/S | 0.00% | Add +1200.0% | 1,300 | $15K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,250 | $14K |
| First United Bank & Trust | 0.00% | No change | 1,233 | $14K |
| Motco | 0.00% | No change | 1,417 | $14K |
| High Note Wealth, LLC | 0.00% | Reduce -50.0% | 1,214 | $14K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,204 | $14K |
| LRI Investments, LLC | 0.00% | Reduce -4.6% | 1,200 | $14K |
| Hillsdale Investment Management Inc. | 0.00% | Reduce -79.3% | 1,100 | $13K |
| Brooklyn Investment Group | 0.00% | Add +4.2% | 1,085 | $12K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1,076 | $12K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -0.2% | 1,068 | $12K |
| Creative Financial Designs Inc. | 0.00% | Add +0.8% | 1,052 | $12K |
| Bangor Savings Bank | 0.00% | Add +100.0% | 1,000 | $11K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,000 | $11K |
| Joseph Group Capital Management | 0.00% | No change | 908 | $10K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -59.6% | 861 | $10K |
| Principal Securities, Inc. | 0.00% | Reduce -55.7% | 767 | $9K |
| Pittenger & Anderson Inc. | 0.00% | No change | 750 | $9K |
| Rise Advisors, LLC | 0.00% | Add +1.2% | 743 | $8K |
| Bayforest Capital Ltd | 0.00% | Reduce -91.8% | 662 | $8K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 600 | $7K |
| Spurstone Advisory Services, LLC | 0.10% | New | 600 | $7K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 541 | $6K |
| Crews Bank & Trust | 0.00% | No change | 531 | $6K |
| Stone House Investment Management, LLC | 0.00% | No change | 505 | $6K |
| McIlrath & Eck, LLC | 0.00% | No change | 476 | $5K |
| Clearstead Trust, LLC | 0.00% | Add +61.9% | 429 | $5K |
| Financial Management Professionals, Inc. | 0.00% | No change | 425 | $5K |
| Private Trust Co. NA | 0.00% | Reduce -71.4% | 400 | $5K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 375 | $4K |
| GoalVest Advisory LLC | 0.00% | New | 365 | $4K |
| Ameritas Advisory Services, LLC | 0.00% | New | 361 | $4K |
| NBT Bank, N.A. | 0.00% | Add +1.4% | 354 | $4K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 425 | $4K |
| Rossby Financial, LCC | 0.00% | Reduce -76.5% | 310 | $4K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 288 | $3K |
| Princeton Global Asset Management LLC | 0.00% | No change | 285 | $3K |
| St Germain D J Co. Inc. | 0.00% | Add +319.1% | 285 | $3K |
| Avalon Trust Co | 0.00% | No change | 284 | $3K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -9.7% | 251 | $3K |
| Crewe Advisors LLC | 0.00% | Add +1.3% | 234 | $3K |
| Abound Wealth Management | 0.00% | No change | 226 | $3K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 213 | $2K |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 212 | $2K |
| First Community Trust NA | 0.00% | No change | 200 | $2K |
| Clearstead Advisors, LLC | 0.00% | Reduce -96.2% | 197 | $2K |
| Spire Wealth Management | 0.00% | New | 131 | $1K |
| Park Square Financial Group, LLC | 0.00% | No change | 120 | $1K |
| Sachetta, LLC | 0.00% | New | 113 | $1K |
| Bare Financial Services, Inc | 0.00% | New | 109 | $1K |
| Hemington Wealth Management | 0.00% | Reduce -42.9% | 157 | $1K |
| Bell Investment Advisors, Inc | 0.00% | New | 82 | $937 |
| MV Capital Management, Inc. | 0.00% | Add +1925.0% | 81 | $926 |
| American Capital Advisory, LLC | 0.00% | Add +1.4% | 71 | $811 |
| Smartleaf Asset Management LLC | 0.00% | No change | 69 | $797 |
| First Horizon Advisors, Inc. | 0.00% | New | 69 | $787 |
| Arax Advisory Partners | 0.00% | Reduce -98.0% | 64 | $726 |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 50 | $571 |
| TD Capital Management LLC | 0.00% | New | 50 | $571 |
| Fortitude Family Office, LLC | 0.00% | New | 46 | $525 |
| Trust Co. of Vermont | 0.00% | No change | 45 | $514 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 38 | $436 |
| JFS Wealth Advisors, LLC | 0.00% | Add +47.8% | 34 | $389 |
| Parkworth Wealth Management, Inc. | 0.00% | Add +200.0% | 27 | $308 |
| IAG Wealth Partners, LLC | 0.00% | No change | 27 | $308 |
| SouthState Bank Corp | 0.00% | Reduce -98.0% | 20 | $229 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -99.5% | 18 | $206 |
| Total Investment Management Inc. | 0.00% | New | 17 | $192 |
| Versant Capital Management, Inc | 0.00% | Reduce -99.9% | 16 | $183 |
| Optiver Holding B.V. | 0.00% | Reduce -95.2% | 16 | $183 |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -83.7% | 14 | $160 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 12 | $137 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +50.0% | 12 | $137 |
| HFM Investment Advisors, LLC | 0.00% | Add +175.0% | 11 | $126 |
| Rothschild Investment LLC | 0.00% | New | 10 | $114 |
| Scarborough Advisors, LLC | 0.00% | New | 9 | $108 |
| Safe Harbor Fiduciary, LLC | 0.00% | No change | 8 | $91 |
| Harbour Investments, Inc. | 0.00% | No change | 8 | $91 |
| Rialto Wealth Management, LLC | 0.00% | New | 3 | $35 |
| AlphaQuest LLC | 0.00% | Reduce -100.0% | 3 | $34 |
| NFSG Corp | 0.00% | No change | 1 | $11 |
| GW&K Investment Management, LLC | 0.00% | New | 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.