The Wendy'sWEN

13F holders, Q3 2025 (September 30)
403holders +1
72new positions
67sold out
9famous investors
$9.16avg. 13F price*

At the end of Q3 2025, 403 institutions reported holding The Wendy's Co. (WEN) in their 13F filings, up 1 from Q2 2025. 72 opened new positions and 67 sold out. The largest holders were Trian Fund Management ($278.8M), BlackRock, Inc. ($220.8M) and Vanguard Group Inc. ($170.3M). 9 famous investors held it, including Nelson Peltz (6.8% of Trian Fund Management's portfolio), Bill Nygren (0.2% of Harris Associates (Oakmark Funds)'s portfolio) and Steve Cohen (0.1% of Point72 Asset Management's portfolio).

Company
The Wendy's Co.
CUSIP
95058W100
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 361Q1 2024Q2 2024: 390Q2 2024Q3 2024: 393Q3 2024Q4 2024: 424Q4 2024Q1 2025: 423Q1 2025Q2 2025: 402Q2 2025Q3 2025: 403Q3 2025Q4 2025: 429Q4 2025Q1 2026: 411Q1 2026Q2 2026: 403Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions72$72.2M
Exits67$102.8M

All 13F filers, Q2 2025 → Q3 2025: 26,343,461 shares bought and 39,417,523 shares sold, net −13,074,062 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 403 holders

Trian Fund Management 6.79% Add +0.0% 30,437,023 $278.8M
BlackRock, Inc. 0.00% Add +21.9% 24,108,492 $220.8M
Vanguard Group Inc. 0.00% Reduce -12.6% 18,589,808 $170.3M
Harris Associates (Oakmark Funds) 0.16% Reduce -4.3% 10,597,639 $97.1M
AQR Capital Management 0.05% Reduce -38.8% 8,478,244 $77.2M
Charles Schwab Investment Management Inc. 0.01% Add +4.4% 6,864,824 $62.9M
Morgan Stanley 0.00% Add +43.9% 6,191,252 $56.7M
State Street Corp. 0.00% Add +4.2% 5,344,251 $49.0M
Arrowstreet Capital, Limited Partnership 0.02% Reduce -15.2% 4,276,213 $39.2M
Dimensional Fund Advisors LP 0.01% Reduce -0.9% 4,274,293 $39.2M
Marshall Wace, LLP 0.04% New 4,029,742 $36.9M
Geode Capital Management, LLC 0.00% Add +12.1% 3,581,765 $32.8M
Bank of America Corp. 0.00% Add +7.7% 2,971,830 $27.2M
Point72 Asset Management 0.06% Reduce -61.9% 2,935,294 $26.9M
UBS Group AG 0.00% Reduce -44.1% 2,688,471 $24.6M
Northern Trust Corp. 0.00% Add +9.0% 2,205,482 $20.2M
Bank of New York Mellon Corp 0.00% Reduce -15.8% 2,052,355 $18.8M
Millennium Management 0.01% Reduce -49.1% 1,999,870 $18.3M
FMR LLC 0.00% Add +4081.0% 1,523,471 $14.0M
Gotham Asset Management 0.06% Add +65.7% 1,479,870 $13.6M
Quantinno Capital Management LP 0.03% Add +692.2% 1,273,287 $11.7M
Wells Fargo & Company 0.00% Add +1254.2% 1,258,131 $11.5M
Quinn Opportunity Partners LLC 0.81% Add +382.8% 1,216,811 $11.1M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Reduce -0.7% 1,126,467 $10.3M
Squarepoint Ops LLC 0.02% New 958,987 $8.8M
Jane Street Group, LLC 0.01% Add +275.5% 939,496 $8.6M
Royal Bank of Canada 0.00% Reduce -35.5% 915,690 $8.4M
Invesco Ltd. 0.00% Add +44.1% 884,736 $8.1M
Principal Financial Group Inc. 0.00% Add +107.3% 759,620 $7.0M
Sound Income Strategies, LLC 0.38% Reduce -3.4% 787,118 $7.0M
Goldman Sachs Group Inc. 0.00% Reduce -23.7% 755,427 $6.9M
Nuveen, LLC 0.00% Add +27.4% 750,884 $6.9M
FIL Ltd 0.00% Add +399.1% 684,264 $6.3M
NorthCoast Asset Management LLC 0.02% Add +60.1% 675,170 $6.2M
Alps Advisors Inc. 0.03% Add +71.7% 634,304 $5.8M
Susquehanna International Group, LLP 0.01% Add +79.0% 620,892 $5.7M
Public Sector Pension Investment Board 0.02% New 616,967 $5.7M
Cubist Systematic Strategies, LLC 0.07% Reduce -42.2% 538,318 $4.9M
Rhumbline Advisers 0.00% Reduce -25.2% 523,080 $4.8M
Advisors Asset Management, Inc. 0.08% Add +17.0% 512,405 $4.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -43.0% 512,066 $4.7M
Cerity Partners LLC 0.01% Add +0.2% 483,940 $4.4M
Verition Fund Management LLC 0.03% Reduce -14.4% 472,317 $4.3M
Horizon Kinetics Asset Management LLC 0.05% Reduce -33.3% 466,421 $4.3M
Holocene Advisors, LP 0.01% Reduce -14.8% 463,924 $4.2M
Legal & General Group Plc 0.00% Add +44.5% 463,304 $4.2M
Two Sigma Advisers, LP 0.01% New 412,205 $3.8M
Creative Planning 0.00% Add +29.6% 394,611 $3.6M
Citadel Advisors 0.00% Reduce -41.6% 382,300 $3.5M
Ieq Capital, LLC 0.01% Reduce -40.6% 373,942 $3.4M
Alliancebernstein L.P. 0.00% Add +48.5% 330,502 $3.0M
Victory Capital Management Inc. 0.00% Add +19.8% 329,679 $3.0M
Voya Investment Management LLC 0.00% Reduce -56.7% 329,663 $3.0M
Ameriprise Financial Inc. 0.00% Add +69.7% 322,851 $3.0M
Agf Management Ltd. 0.01% Add +17.6% 318,960 $2.9M
Swiss National Bank 0.00% Reduce -2.9% 316,400 $2.9M
Baird Financial Group, Inc. 0.00% Add +2.8% 303,332 $2.8M
American Century Companies Inc. 0.00% Add +24.5% 294,518 $2.7M
Qube Research & Technologies Ltd 0.00% Reduce -73.8% 278,746 $2.6M
IMC-Chicago, LLC 0.05% Add +59.8% 278,606 $2.6M
Brevan Howard Capital Management LP 0.04% Reduce -41.9% 269,534 $2.5M
Citigroup Inc. 0.00% Reduce -42.6% 268,345 $2.5M
SummitTX Capital, L.P. 0.10% Add +212.0% 262,978 $2.4M
Cwm, LLC 0.01% Add +0.3% 240,123 $2.2M
Arax Advisory Partners 0.03% Add +371532.8% 237,845 $2.2M
JPMorgan Chase & Co. 0.00% Reduce -88.8% 229,882 $2.1M
Federated Hermes, Inc. 0.00% Reduce -63.0% 222,558 $2.0M
State Board of Administration of Florida Retirement System 0.00% Reduce -3.5% 220,414 $2.0M
Simplex Trading, LLC 0.04% New 219,138 $2.0M
Guggenheim Capital LLC 0.01% Reduce -8.5% 208,681 $1.9M
New York State Teachers Retirement System 0.00% Add +9.7% 203,970 $1.9M
Parallax Volatility Advisers, L.P. 0.06% New 201,917 $1.8M
BNP Paribas Financial Markets 0.00% Add +30.0% 200,046 $1.8M
Janus Henderson Group PLC 0.00% Reduce -93.9% 198,894 $1.8M
CastleKnight Management LP 0.09% Reduce -11.5% 190,500 $1.7M
LPL Financial LLC 0.00% Add +0.1% 185,760 $1.7M
Oak Thistle LLC 0.25% New 179,083 $1.6M
Sei Investments Co. 0.00% Reduce -10.7% 174,419 $1.6M
CANADA LIFE ASSURANCE Co 0.00% Add +31.9% 169,311 $1.5M
Wealth Enhancement Advisory Services, LLC 0.00% Add +3.6% 166,192 $1.5M
Group One Trading LLC 0.04% Reduce -1.7% 157,647 $1.4M
Prudential Financial Inc. 0.00% Add +866.5% 151,617 $1.4M
T. Rowe Price Associates Inc. 0.00% Add +3.5% 150,128 $1.4M
California State Teachers Retirement System 0.00% Reduce -6.7% 148,596 $1.4M
Mirae Asset Global Investments Co., Ltd. 0.00% Add +0.5% 147,513 $1.4M
Barclays PLC 0.00% Reduce -50.1% 141,030 $1.3M
Summit Trail Advisors, LLC 0.02% Add +287.8% 140,977 $1.3M
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +67.6% 133,472 $1.2M
Quantbot Technologies LP 0.03% Reduce -41.6% 126,315 $1.2M
Dark Forest Capital Management LP 0.04% Add +189.8% 122,844 $1.1M
Bank of Montreal 0.00% Reduce -0.9% 121,928 $1.1M
Concurrent Investment Advisors, LLC 0.02% Add +23.6% 119,756 $1.1M
Eagle Harbor Asset Management Inc. 0.95% Add +12.6% 119,464 $1.1M
State of Wisconsin Investment Board 0.00% Add +452.0% 118,756 $1.1M
Franklin Resources Inc. 0.00% Add +3.2% 117,606 $1.1M
Ilex Capital Partners (UK) LLP 0.03% New 116,570 $1.1M
Thrivent Financial for Lutherans 0.00% Add +200.4% 114,108 $1.0M
Pallas Capital Advisors LLC 0.04% No change 112,738 $1.0M
Captrust Financial Advisors 0.00% Add +10.1% 112,414 $1.0M
Mariner, LLC 0.00% Reduce -7.6% 112,289 $1.0M
KLP Kapitalforvaltning As 0.00% No change 99,500 $911K
First Trust Advisors LP 0.00% Reduce -73.6% 99,495 $911K
HighTower Advisors, LLC 0.00% Add +52.9% 97,534 $893K
Bridgewater Associates 0.00% New 97,205 $890K
Jump Financial, LLC 0.01% Reduce -43.9% 93,997 $861K
CSS LLC 0.15% Add +31.3% 90,872 $832K
State of Alaska, Department of Revenue 0.01% Add +399.3% 90,564 $829K
New York State Common Retirement Fund 0.00% No change 88,431 $810K
Gabelli Funds LLC 0.01% Reduce -6.9% 84,000 $769K
Mercer Global Advisors Inc. 0.00% Add +34.5% 82,186 $753K
Focus Partners Advisor Solutions, LLC 0.01% Add +28.1% 85,612 $751K
Janney Montgomery Scott LLC 0.00% Add +11.7% 81,150 $743K
Exchange Traded Concepts, LLC 0.01% Add +46.8% 78,152 $716K
Raymond James Financial Inc. 0.00% Add +20.5% 76,015 $696K
Wolverine Trading, LLC 0.01% Add +132.7% 75,791 $692K
Engineers Gate Manager LP 0.01% Reduce -68.7% 74,395 $681K
Leonteq Securities AG 0.04% Add +49.7% 73,085 $669K
Louisiana State Employees Retirement System 0.01% Add +60.1% 72,700 $666K
Essential Partners LLC 0.22% No change 72,650 $665K
Police & Firemen's Retirement System of New Jersey 0.01% Add +13.9% 72,431 $663K
Russell Investments Group, Ltd. 0.00% Add +759.2% 72,155 $661K
Treasurer of the State of North Carolina 0.00% Reduce -5.8% 71,964 $659K
SG Americas Securities, LLC 0.00% Add +11.8% 71,007 $650K
Ensign Peak Advisors, Inc 0.00% Reduce -16.3% 69,690 $638K
Legacy Capital Group California, Inc. 0.16% New 68,881 $631K
Osaic Holdings, Inc. 0.00% Reduce -35.9% 63,303 $622K
Tidal Investments LLC 0.00% Reduce -23.0% 67,644 $620K
Shufro Rose & Co. LLC 0.05% Reduce -0.5% 40,984 $600K
Cetera Investment Advisers 0.00% Add +25.1% 65,250 $598K
Focus Partners Wealth 0.00% Add +9.7% 64,467 $591K
XTX Topco Ltd 0.03% Reduce -81.8% 63,368 $580K
Atom Investors LP 0.04% Add +143.0% 62,876 $576K
A&I Financial Services, LLC 0.27% New 57,615 $545K
Stifel Financial Corp. 0.00% Add +138.2% 58,964 $540K
Kimelman & Baird, LLC 0.04% No change 58,728 $538K
Empowered Funds, LLC 0.01% Reduce -12.2% 57,072 $523K
Commonwealth Equity Services, LLC 0.00% Reduce -11.2% 56,950 $522K
Truist Financial Corp. 0.00% Reduce -1.5% 56,439 $517K
Public Employees Retirement System of Ohio 0.00% Reduce -0.3% 54,763 $502K
Envestnet Asset Management Inc. 0.00% New 54,415 $498K
Corient Private Wealth LP 0.00% Add +47.6% 53,096 $487K
WINTON GROUP Ltd 0.02% Add +276.6% 52,960 $485K
Man Group plc 0.00% Reduce -74.2% 52,458 $481K
AlphaQuest LLC 0.03% Add +1716266.7% 51,491 $472K
International Assets Investment Management, LLC 0.04% No change 39,252 $466K
Amalgamated Bank 0.00% Reduce -32.9% 50,811 $465K
Worldquant Millennium Advisors LLC 0.00% Add +201.8% 50,055 $459K
Brighton Jones LLC 0.01% Reduce -0.9% 49,378 $452K
Arizona State Retirement System 0.00% Reduce -2.9% 48,276 $442K
Neuberger Berman Group LLC 0.00% Reduce -16.4% 48,244 $442K
Entropy Technologies, LP 0.03% New 47,159 $432K
ExodusPoint Capital Management, LP 0.01% Reduce -47.5% 46,533 $426K
Advisory Services Network, LLC 0.01% Reduce -16.4% 43,397 $398K
Teachers Retirement System of the State of Kentucky 0.00% Reduce -23.4% 43,334 $397K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 42,838 $392K
Cambridge Investment Research Advisors, Inc. 0.00% Add +18.8% 41,187 $377K
Bank of Nova Scotia 0.00% Add +3.4% 40,993 $375K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -2.8% 40,281 $369K
Evergreen Capital Management LLC 0.01% New 39,219 $359K
Aaron Wealth Advisors LLC 0.02% New 38,937 $357K
M&T Bank Corp 0.00% Add +126.9% 38,537 $353K
Merit Financial Group, LLC 0.00% Add +0.8% 38,130 $349K
NCM Capital Management, LLC 0.13% No change 35,695 $327K
Cullen Investment Group, LTD. 0.04% Reduce -3.7% 34,199 $327K
Oregon Public Employees Retirement Fund 0.00% Add +7.8% 35,600 $326K
Manufacturers Life Insurance Company, The 0.00% Reduce -72.6% 34,076 $312K
PVG Asset Management Corp. 1.14% New 33,725 $309K
Sheets Smith Investment Management 0.20% New 33,725 $309K
Tower Research Capital LLC (TRC) 0.01% Add +290.4% 33,686 $309K
Annis Gardner Whiting Capital Advisors, LLC 0.06% New 33,495 $307K
Yousif Capital Management, LLC 0.00% Reduce -13.4% 32,805 $300K
Chicago Partners Investment Group LLC 0.01% Add +71.0% 34,312 $300K
Maryland State Retirement & Pension System 0.01% New 32,583 $298K
Comerica Bank 0.00% Reduce -0.0% 32,332 $296K
Boothbay Fund Management, LLC 0.01% New 31,449 $288K
Sequoia Financial Advisors, LLC 0.00% Add +29.3% 30,223 $277K
Summit Wealth Group LLC / Co. 0.03% New 5,559 $275K
Probity Advisors, Inc. 0.04% Add +21.4% 29,797 $273K
Evoke Wealth, LLC 0.01% Reduce -5.0% 29,655 $272K
Requisite Capital Management, LLC 0.05% New 29,588 $271K
D. E. Shaw & Co. 0.00% New 29,517 $270K
Vanguard Personalized Indexing Management, LLC 0.00% Add +21.6% 29,238 $268K
Integrated Wealth Concepts LLC 0.00% Reduce -0.3% 29,158 $267K
Kaufman Rossin Wealth, LLC 0.15% No change 29,142 $267K
EntryPoint Capital, LLC 0.10% Reduce -34.5% 28,899 $265K
Hantz Financial Services, Inc. 0.00% Add +43.5% 28,264 $259K
Walleye Capital LLC 0.00% Add +1130.1% 28,157 $258K
GC Wealth Management RIA, LLC 0.01% New 28,060 $257K
Pictet Asset Management Holding SA 0.00% No change 27,916 $256K
Boyar Asset Management Inc. 0.16% Add +0.0% 27,886 $255K
Pathstone Holdings, LLC 0.00% New 27,666 $253K
Handelsbanken Fonder AB 0.00% No change 27,457 $252K
Scientech Research LLC 0.09% Reduce -44.9% 27,194 $249K
Deutsche Bank AG 0.00% Reduce -20.4% 26,634 $244K
Krilogy Financial LLC 0.01% New 24,975 $227K
CIBC Private Wealth Group LLC 0.00% Add +9.9% 24,394 $223K
Shelton Capital Management 0.00% Reduce -20.2% 24,269 $222K
Caption Management, LLC 0.01% Add +14.9% 22,988 $211K
Kestra Private Wealth Services, LLC 0.00% Reduce -15.7% 22,161 $203K
Optimist Retirement Group LLC 0.09% Add +22.3% 22,146 $203K
Orion Porfolio Solutions, LLC 0.00% New 22,026 $202K
Campbell & CO Investment Adviser LLC 0.02% New 21,769 $199K
Petrus Trust Company, LTA 0.02% New 21,494 $197K
Teacher Retirement System of Texas 0.00% Reduce -17.2% 21,444 $196K
Summit Financial, LLC 0.00% New 20,846 $191K
Cobblestone Capital Advisors LLC 0.01% Reduce -4.8% 20,842 $191K
HUB Investment Partners, LLC 0.01% New 20,835 $191K
Ballentine Partners, LLC 0.00% New 20,610 $189K
Jones Financial Companies LLLP 0.00% Add +121.8% 20,291 $187K
Drucker Wealth 3.0, LLC 0.03% New 20,174 $185K
Polymer Capital Management (HK) LTD 0.03% New 20,000 $183K
Sanctuary Advisors, LLC 0.00% Add +0.5% 19,584 $179K
HB Wealth Management, LLC 0.00% Add +11.7% 19,376 $177K
Inceptionr LLC 0.04% New 19,313 $177K
Point72 Asia (Singapore) Pte. Ltd. 0.03% Reduce -38.9% 18,930 $173K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 18,725 $172K
Williams Jones Wealth Management, LLC. 0.00% No change 18,500 $169K
Waddell & Associates, LLC 0.01% No change 18,419 $169K
Diligent Investors, LLC 0.04% New 18,298 $168K
Mutual of America Capital Management LLC 0.00% Reduce -77.9% 17,718 $162K
Public Employees Retirement Association of Colorado 0.00% No change 17,733 $162K
US Bancorp \de 0.00% Add +3.0% 17,575 $161K
Vise Technologies, Inc. 0.01% Reduce -6.9% 17,454 $160K
Lazard Asset Management LLC 0.00% Add +150.3% 17,267 $158K
Hennion & Walsh Asset Management, Inc. 0.01% Reduce -3.1% 17,085 $156K
Fox Run Management, L.L.C. 0.02% Reduce -71.1% 16,789 $154K
United Capital Financial Advisors, LLC 0.00% Add +50.0% 16,502 $151K
Sherbrooke Park Advisers LLC 0.07% New 16,316 $149K
North Star Investment Management Corp. 0.01% Reduce -22.0% 15,962 $146K
Aster Capital Management (DIFC) Ltd 0.07% Reduce -70.9% 15,960 $146K
Mgo One Seven LLC 0.00% Add +27.3% 15,869 $145K
NorthRock Partners, LLC 0.00% Add +18.2% 15,763 $144K
iSAM Funds (UK) Ltd 0.03% New 15,718 $144K
Lido Advisors, LLC 0.00% Reduce -8.3% 15,715 $144K
Catalyst Funds Management Pty Ltd 0.02% New 15,600 $143K
FSM Wealth Advisors, LLC 0.02% Reduce -0.5% 15,442 $141K
waypoint wealth counsel 0.05% No change 15,045 $138K
Barnett & Company, Inc. 0.11% New 15,000 $137K
Allworth Financial LP 0.00% Add +131.4% 14,919 $137K
Waverly Advisors, LLC 0.00% No change 14,880 $136K
SYM FINANCIAL Corp 0.01% No change 14,869 $136K
ESL Trust Services, LLC 0.03% No change 14,866 $136K
Syon Capital LLC 0.01% New 14,740 $135K
1ST Source Bank 0.01% No change 14,585 $134K
Towerview LLC 0.10% No change 14,500 $133K
Xponance LLC 0.00% Reduce -41.8% 14,484 $133K
Ausdal Financial Partners, Inc. 0.01% Add +14.2% 14,162 $130K
Composition Wealth, LLC 0.00% Reduce -14.6% 14,018 $128K
Sendero Wealth Management, LLC 0.01% Reduce -1.1% 13,865 $127K
Everhart Financial Group, Inc. 0.01% Add +36.3% 13,854 $127K
Trivium Point Advisory, LLC 0.01% Reduce -7.2% 13,684 $125K
UMB Bank, n.a. 0.00% Add +1.3% 13,336 $122K
Nisa Investment Advisors, LLC 0.00% Add +503.1% 13,274 $122K
EverSource Wealth Advisors, LLC 0.00% Add +2.2% 13,161 $121K
Transcend Capital Advisors, LLC 0.01% Reduce -0.8% 13,099 $120K
Western Pacific Wealth Management, LP 0.12% No change 13,055 $120K
GABELLI & Co INVESTMENT ADVISERS, INC. 0.02% No change 13,000 $119K
Miller Financial Services LLC 0.14% Reduce -16.5% 12,907 $118K
PDS Planning, Inc 0.01% Add +0.3% 12,893 $118K
Crossmark Global Holdings, Inc. 0.00% Reduce -13.4% 12,859 $118K
Ascent Group, LLC 0.00% Reduce -52.3% 12,790 $117K
Quarry LP 0.03% New 12,633 $116K
BTG Pactual Asset Management US LLC 0.01% Add +23.0% 12,370 $113K
Capital Investment Advisors, LLC 0.00% Reduce -1.2% 12,148 $111K
Whitcomb & Hess, Inc. 0.03% Add +3.1% 12,116 $111K
Citizens Financial Group Inc. 0.00% New 12,062 $110K
Viking Fund Management LLC 0.01% Add +50.0% 12,000 $110K
Johnson Investment Counsel Inc. 0.00% Add +3.7% 11,974 $110K
CIBC Asset Management Inc 0.00% New 11,923 $109K
Earned Wealth Advisors, LLC 0.02% Add +10.8% 11,814 $108K
Kestra Advisory Services, LLC 0.00% Reduce -24.8% 11,806 $108K
HSBC Holdings PLC 0.00% Reduce -59.3% 11,302 $103K
NewEdge Advisors, LLC 0.00% Reduce -4.7% 11,251 $103K
Intech Investment Management LLC 0.00% Reduce -96.8% 11,100 $102K
Coldstream Capital Management Inc. 0.00% New 11,060 $101K
Pitcairn Co. 0.01% New 10,846 $99K
Quadrant Capital Group LLC 0.00% New 10,417 $95K
denkapparat Operations GmbH 0.06% No change 10,338 $95K
Bridgefront Capital, LLC 0.03% Reduce -85.9% 10,284 $94K
Huntington National Bank 0.00% Add +0.9% 10,129 $93K
State of Wyoming 0.01% Reduce -41.2% 10,113 $93K
Pinnacle Associates Ltd. 0.00% No change 10,040 $92K
Cherokee Insurance Co 0.04% New 10,000 $92K
LSV Asset Management 0.00% No change 9,800 $90K
MAI Capital Management 0.00% Reduce -0.8% 9,331 $85K
Covestor Ltd 0.04% Add +54.4% 8,611 $79K
Rockefeller Capital Management L.P. 0.00% New 8,573 $79K
Security National Bank 0.01% Add +101.5% 7,962 $73K
Parallel Advisors, LLC 0.00% Add +3.8% 7,519 $69K
Signaturefd, LLC 0.00% Add +26.0% 6,721 $62K
PNC Financial Services Group, Inc. 0.00% Reduce -12.6% 6,683 $61K
KBC Group NV 0.00% Add +85.1% 6,196 $57K
MetLife Investment Management, LLC 0.00% Reduce -93.4% 5,974 $55K
DekaBank Deutsche Girozentrale 0.00% No change 5,920 $54K
Sterling Capital Management LLC 0.00% Reduce -6.2% 5,686 $52K
Farther Finance Advisors, LLC 0.00% Add +527.2% 5,400 $49K
SJS Investment Consulting Inc. 0.01% New 5,264 $48K
IFP Advisors, Inc 0.00% Reduce -37.6% 4,764 $44K
True Wealth Design, LLC 0.01% Add +14.5% 4,689 $43K
STRS Ohio 0.00% Reduce -2.1% 3,827 $35K
Steward Partners Investment Advisory, LLC 0.00% Reduce -13.7% 3,467 $32K
MassMutual Private Wealth & Trust, FSB 0.00% Add +205.0% 3,257 $30K
Versant Capital Management, Inc 0.00% Add +19693.8% 3,167 $29K
Bartlett & Co. Wealth Management LLC 0.00% No change 3,107 $28K
Cornerstone Planning Group LLC 0.00% New 111 $28K
Investors Research Corp 0.01% New 3,000 $27K
Richardson Financial Services Inc. 0.02% Reduce -34.4% 2,895 $27K
Pflug Koory, LLC 0.01% No change 2,805 $26K
SBI Securities Co., Ltd. 0.00% Add +3.2% 2,710 $25K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% No change 2,434 $22K
Mather Group, Llc. 0.00% New 2,263 $21K
Global Retirement Partners, LLC 0.00% Add +4.3% 2,235 $20K
Hazlett, Burt & Watson, Inc. 0.01% No change 2,125 $19K
Wealthspire Advisors, LLC 0.00% New 2,016 $18K
CX Institutional 0.00% No change 1,825 $17K
Bessemer Group Inc. 0.00% New 1,840 $17K
Harvest Fund Management Co., Ltd 0.00% No change 1,075 $16K
Salomon & Ludwin, LLC 0.00% New 1,600 $15K
Field & Main Bank 0.00% No change 1,500 $14K
Fifth Third Bancorp 0.00% Reduce -17.7% 1,467 $13K
Motco 0.00% No change 1,417 $13K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -93.1% 1,411 $13K
Harbour Investments, Inc. 0.00% Add +17300.0% 1,392 $13K
Assetmark, Inc. 0.00% Reduce -10.9% 1,302 $12K
Danske Bank A/S 0.00% No change 1,300 $12K
Larson Financial Group LLC 0.00% Reduce -25.4% 1,297 $12K
First United Bank & Trust 0.00% No change 1,233 $11K
Farmers & Merchants Investments Inc. 0.00% Add +0.7% 1,212 $11K
Spurstone Advisory Services, LLC 0.16% Add +100.0% 1,200 $11K
Hillsdale Investment Management Inc. 0.00% No change 1,100 $10K
Parkside Financial Bank & Trust 0.00% Reduce -20.2% 1,095 $10K
Cullen/Frost Bankers, Inc. 0.00% No change 1,076 $10K
Bangor Savings Bank 0.00% No change 1,000 $9K
CoreCap Advisors, LLC 0.00% Reduce -20.0% 1,000 $9K
Nomura Asset Management Co. Ltd. 0.00% No change 1,000 $9K
Quent Capital, LLC 0.00% New 912 $8K
Joseph Group Capital Management 0.00% No change 908 $8K
Medallion Wealth Advisors, LLC 0.00% Reduce -50.0% 800 $7K
Rise Advisors, LLC 0.00% Add +1.4% 753 $7K
Pittenger & Anderson Inc. 0.00% No change 750 $7K
TD Waterhouse Canada Inc. 0.00% Add +16.7% 700 $7K
Caitong International Asset Management Co., Ltd 0.00% Add +3822.2% 706 $6K
Principal Securities, Inc. 0.00% Reduce -11.9% 676 $6K
Creative Financial Designs Inc. 0.00% Reduce -40.5% 626 $6K
Atlantic Union Bankshares Corp 0.00% New 600 $5K
GAMMA Investing LLC 0.00% Reduce -63.5% 563 $5K
Indiana Trust & Investment Management Co 0.00% No change 541 $5K
Crews Bank & Trust 0.00% No change 531 $5K
Stone House Investment Management, LLC 0.00% No change 505 $5K
McIlrath & Eck, LLC 0.00% No change 476 $4K
Crewe Advisors LLC 0.00% Add +88.0% 440 $4K
Clearstead Trust, LLC 0.00% No change 429 $4K
JPL Wealth Management, LLC 0.00% New 425 $4K
Financial Management Professionals, Inc. 0.00% No change 425 $4K
Private Trust Co. NA 0.00% No change 400 $4K
Spire Wealth Management 0.00% Add +204.6% 399 $4K
Harbor Investment Advisory, LLC 0.00% No change 375 $3K
GoalVest Advisory LLC 0.00% No change 365 $3K
NBT Bank, N.A. 0.00% Reduce -97.5% 9 $3K
Ogorek Anthony Joseph /NY/ 0.00% No change 425 $3K
Alerus Financial NA 0.00% New 324 $3K
Rossby Financial, LCC 0.00% No change 310 $3K
Red Tortoise LLC 0.00% New 297 $3K
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% No change 285 $3K
Abound Wealth Management 0.00% No change 226 $2K
MV Capital Management, Inc. 0.00% Add +174.1% 222 $2K
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
Bell Investment Advisors, Inc 0.00% Add +129.3% 188 $2K
Hughes Financial Services, LLC 0.00% New 179 $2K
Bruce G. Allen Investments, LLC 0.00% Add +892.9% 139 $1K
National Bank of Canada 0.00% New 135 $1K
Physician Wealth Advisors, Inc. 0.00% Add +244.7% 131 $1K
Transamerica Financial Advisors, LLC 0.00% New 122 $1K
Avion Wealth 0.00% New 203 $1K
Heartwood Wealth Advisors LLC 0.00% New 108 $989
Elevation Wealth Partners, LLC 0.00% New 87 $797
Root Financial Partners, LLC 0.00% New 83 $760
American Capital Advisory, LLC 0.00% Add +1.4% 72 $660
SouthState Bank Corp 0.00% Add +200.0% 60 $550
Smartleaf Asset Management LLC 0.00% Reduce -24.6% 52 $474
1620 Investment Advisors, Inc. 0.00% No change 50 $458
TD Capital Management LLC 0.00% No change 50 $458
Bare Financial Services, Inc 0.00% Reduce -55.0% 49 $449
Fortitude Family Office, LLC 0.00% No change 46 $421
Trust Co. of Vermont 0.00% No change 45 $412
IAG Wealth Partners, LLC 0.00% No change 27 $247
Binnacle Investments Inc 0.00% New 22 $202
Clearstead Advisors, LLC 0.00% Reduce -89.8% 20 $184
Smallwood Wealth Investment Management, LLC 0.00% No change 12 $109
Rothschild Investment LLC 0.00% No change 10 $92
MCF Advisors LLC 0.00% New 10 $92
Scarborough Advisors, LLC 0.00% Add +11.1% 10 $88
HFM Investment Advisors, LLC 0.00% Reduce -45.5% 6 $55
Bay Harbor Wealth Management, LLC 0.00% Reduce -66.7% 4 $36
JFS Wealth Advisors, LLC 0.00% Reduce -94.1% 2 $19
GW&K Investment Management, LLC 0.00% No change 1 $0
Capital Advisors, Ltd. LLC 0.00% Reduce -99.2% 2 $0
Hemington Wealth Management 0.00% Reduce -70.1% 47 $0
Cloud Capital 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.