The Wendy'sWEN

13F holders, Q1 2026 (March 31)
411holders −18
65new positions
81sold out
11famous investors
$6.95avg. 13F price*

At the end of Q1 2026, 411 institutions reported holding The Wendy's Co. (WEN) in their 13F filings, down 18 from Q4 2025. 65 opened new positions and 81 sold out. The largest holders were Trian Fund Management ($211.6M), BlackRock, Inc. ($151.1M) and Vanguard Portfolio Management LLC ($64.4M). 11 famous investors held it, including Nelson Peltz (5.5% of Trian Fund Management's portfolio), Prem Watsa (1.2% of Fairfax Financial Holdings's portfolio) and Bill Nygren (0.1% of Harris Associates (Oakmark Funds)'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions65$104.0M
Exits81$25.5M

All 13F filers, Q4 2025 → Q1 2026: 31,888,426 shares bought and 29,972,021 shares sold, net +1,916,405 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 411 holders

Trian Fund Management 5.48% Add +0.0% 30,446,022 $211.6M
BlackRock, Inc. 0.00% Reduce -12.7% 21,738,649 $151.1M
Vanguard Portfolio Management LLC 0.00% — 9,261,801 $64.4M
Morgan Stanley 0.00% Add +15.9% 7,591,054 $52.8M
Wells Fargo & Company 0.01% Add +63.6% 6,912,786 $48.0M
Vanguard Capital Management LLC 0.00% — 6,823,437 $47.4M
Charles Schwab Investment Management Inc. 0.01% Reduce -8.4% 6,497,923 $45.2M
Harris Associates (Oakmark Funds) 0.06% Reduce -40.5% 5,929,801 $41.2M
State Street Corp. 0.00% Add +0.4% 5,465,922 $38.0M
Bank of America Corp. 0.00% Add +5.6% 4,493,752 $31.2M
Arrowstreet Capital, Limited Partnership 0.02% Reduce -5.8% 4,040,382 $28.1M
Two Sigma Investments, LP 0.02% New 3,784,985 $26.3M
Healthcare of Ontario Pension Plan Trust Fund 0.04% New 3,750,000 $26.1M
Dimensional Fund Advisors LP 0.01% Reduce -11.9% 3,476,736 $24.2M
Millennium Management 0.02% Add +42.9% 3,401,716 $23.6M
Fairfax Financial Holdings 1.17% New 3,268,902 $22.8M
AQR Capital Management 0.01% Reduce -73.4% 3,113,100 $21.4M
Geode Capital Management, LLC 0.00% Reduce -7.5% 2,957,193 $20.6M
Northern Trust Corp. 0.00% Add +22.3% 2,772,154 $19.3M
UBS Group AG 0.00% Add +33.1% 2,677,056 $18.6M
Renaissance Technologies 0.03% Add +2612.4% 2,340,282 $16.3M
FMR LLC 0.00% Add +22.3% 2,244,002 $15.6M
Bank of New York Mellon Corp 0.00% Reduce -2.6% 2,158,531 $15.0M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Add +19.4% 2,017,425 $14.0M
Citadel Advisors 0.01% Add +54.7% 1,967,845 $13.7M
Jane Street Group, LLC 0.01% Reduce -46.2% 1,702,108 $11.8M
Hotchkis & Wiley Capital Management LLC 0.04% New 1,660,900 $11.5M
Invesco Ltd. 0.00% Add +50.0% 1,625,542 $11.3M
Quinn Opportunity Partners LLC 0.58% Add +8.2% 1,586,865 $11.0M
Oasis Management Co Ltd. 1.44% Add +12601.9% 1,511,903 $10.5M
Susquehanna International Group, LLP 0.01% Add +73.4% 1,476,276 $10.3M
Marshall Wace, LLP 0.01% Add +18.2% 1,343,549 $9.3M
Goldman Sachs Group Inc. 0.00% Reduce -11.4% 1,167,154 $8.1M
Focus Partners Wealth 0.01% Add +47.1% 1,047,447 $7.3M
Vanguard Fiduciary Trust Co. 0.00% — 997,072 $6.9M
Janus Henderson Group PLC 0.00% Add +5.5% 927,506 $6.4M
Gotham Asset Management 0.02% Reduce -49.3% 915,613 $6.4M
Advisors Asset Management, Inc. 0.10% Add +38.9% 872,223 $6.1M
Quantinno Capital Management LP 0.01% Reduce -19.5% 766,397 $5.3M
Principal Financial Group Inc. 0.00% Add +2.1% 766,351 $5.3M
Sound Income Strategies, LLC 0.26% Add +1.5% 771,376 $5.3M
Creative Planning 0.00% Add +31.6% 685,429 $4.8M
Schonfeld Strategic Advisors LLC 0.03% Reduce -13.2% 605,682 $4.2M
Alps Advisors Inc. 0.02% Reduce -4.6% 572,066 $4.0M
Public Sector Pension Investment Board 0.01% Add +3.4% 565,327 $3.9M
Rhumbline Advisers 0.00% Reduce -0.3% 545,712 $3.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +8.3% 533,416 $3.7M
Soviero Asset Management, LP 1.83% Add +46.9% 470,000 $3.3M
Ameriprise Financial Inc. 0.00% Add +46.9% 462,735 $3.2M
Landscape Capital Management, L.L.C. 0.20% New 456,908 $3.2M
Nuveen, LLC 0.00% Add +54.0% 424,389 $2.9M
Legal & General Group Plc 0.00% Reduce -7.0% 413,604 $2.9M
Caption Management, LLC 0.14% New 402,239 $2.8M
Baird Financial Group, Inc. 0.00% Add +3662.9% 384,946 $2.7M
Bessemer Group Inc. 0.00% No change 379,554 $2.6M
PEAK6 LLC 0.07% Add +295.9% 361,614 $2.5M
First Trust Advisors LP 0.00% Reduce -46.6% 348,246 $2.4M
Engineers Gate Manager LP 0.03% New 347,732 $2.4M
SummitTX Capital, L.P. 0.07% Reduce -15.8% 331,076 $2.3M
Swiss National Bank 0.00% No change 319,400 $2.2M
Brevan Howard Capital Management LP 0.02% Add +73.6% 315,867 $2.2M
Verition Fund Management LLC 0.02% Reduce -12.3% 304,040 $2.1M
American Century Companies Inc. 0.00% Add +7.1% 303,355 $2.1M
Group One Trading LLC 0.07% Add +74.7% 285,919 $2.0M
JPMorgan Chase & Co. 0.00% Add +9.2% 278,932 $1.9M
Horizon Kinetics Asset Management LLC 0.02% Reduce -25.2% 269,177 $1.9M
IMC-Chicago, LLC 0.03% Reduce -30.1% 256,317 $1.8M
Royal Bank of Canada 0.00% Reduce -49.5% 251,850 $1.8M
Barclays PLC 0.00% Add +106.0% 239,222 $1.7M
LPL Financial LLC 0.00% Add +30.2% 239,018 $1.7M
Citigroup Inc. 0.00% Add +82.7% 232,100 $1.6M
Bank of Nova Scotia 0.00% Add +20.6% 229,402 $1.6M
Bridgefront Capital, LLC 0.38% Add +0.3% 220,950 $1.5M
Sei Investments Co. 0.00% Add +48.4% 218,643 $1.5M
BNP Paribas Financial Markets 0.00% Add +59.5% 209,695 $1.5M
Raymond James Financial Inc. 0.00% Add +182.3% 207,564 $1.4M
New York State Teachers Retirement System 0.00% Add +0.9% 204,348 $1.4M
Alliancebernstein L.P. 0.00% Add +42.2% 169,829 $1.4M
Leonteq Securities AG 0.08% Add +112.7% 200,532 $1.4M
Franklin Resources Inc. 0.00% Reduce -52.5% 199,331 $1.4M
Guggenheim Capital LLC 0.01% Reduce -8.5% 198,799 $1.4M
State Board of Administration of Florida Retirement System 0.00% No change 196,604 $1.4M
WINTON GROUP Ltd 0.05% Add +53.9% 195,982 $1.4M
Atom Investors LP 0.10% Add +8.8% 193,270 $1.3M
T. Rowe Price Associates Inc. 0.00% Add +11.3% 185,797 $1.3M
California State Teachers Retirement System 0.00% Add +23.4% 182,960 $1.3M
Summit Trail Advisors, LLC 0.02% Add +34.0% 160,748 $1.1M
CANADA LIFE ASSURANCE Co 0.00% Reduce -5.8% 157,842 $1.1M
Bank of Montreal 0.00% Add +26.2% 156,418 $1.1M
Kingsview Wealth Management, LLC 0.01% Add +119.8% 148,026 $1.0M
Prudential Financial Inc. 0.00% Reduce -0.6% 145,519 $1.0M
Cerity Partners LLC 0.00% Reduce -73.0% 145,200 $1.0M
Venture Visionary Partners LLC 0.03% New 143,256 $996K
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 138,853 $965K
Simplex Trading, LLC 0.03% Reduce -20.7% 136,733 $950K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +179.3% 119,651 $832K
Centiva Capital, LP 0.04% Add +186.6% 114,589 $796K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -22.6% 110,600 $769K
Worldquant Millennium Advisors LLC 0.00% Reduce -6.7% 109,908 $764K
Victory Capital Management Inc. 0.00% Reduce -68.7% 107,448 $747K

"% of holder's portfolio" is WEN's weight in each manager's 13F, not the share of The Wendy's Co. the manager owns.

Show all 411 holders