The Wendy'sWEN
13F holders, Q1 2026 (March 31)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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $104.0M |
| Exits | 81 | $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 |
| Graham Capital Management, L.P. | 0.03% | New | 105,602 | $734K |
| KLP Kapitalforvaltning As | 0.00% | Add +3.0% | 105,600 | $734K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -42.1% | 105,482 | $733K |
| Bayesian Capital Management, LP | 0.86% | New | 101,100 | $703K |
| Quantbot Technologies LP | 0.03% | Reduce -6.7% | 91,995 | $639K |
| Jain Global LLC | 0.01% | Add +84.5% | 90,898 | $632K |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.2% | 90,191 | $627K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -2.0% | 90,062 | $625K |
| New York State Common Retirement Fund | 0.00% | No change | 88,431 | $615K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -57.8% | 88,768 | $611K |
| VARCOV Co. | 0.23% | New | 87,285 | $607K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -1.7% | 87,227 | $606K |
| Dark Forest Capital Management LP | 0.05% | Reduce -83.8% | 87,120 | $605K |
| Axq Capital, LP | 0.08% | Add +82.9% | 85,606 | $595K |
| A&I Financial Services, LLC | 0.28% | Add +26.8% | 84,065 | $584K |
| Gabelli Funds LLC | 0.00% | No change | 84,000 | $584K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -20.3% | 78,851 | $548K |
| Janney Montgomery Scott LLC | 0.00% | Add +6.2% | 78,670 | $547K |
| Captrust Financial Advisors | 0.00% | Reduce -45.9% | 78,200 | $543K |
| Empowered Funds, LLC | 0.00% | Add +23.2% | 76,790 | $534K |
| M&T Bank Corp | 0.00% | Reduce -3.6% | 75,105 | $522K |
| Walleye Trading LLC | 0.01% | Reduce -17.7% | 74,310 | $516K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -3.2% | 70,100 | $487K |
| Cetera Investment Advisers | 0.00% | Reduce -10.0% | 69,476 | $483K |
| Cwm, LLC | 0.00% | Reduce -70.1% | 69,470 | $483K |
| Corient Private Wealth LP | 0.00% | Reduce -2.3% | 69,326 | $481K |
| Treasurer of the State of North Carolina | 0.00% | Add +2.2% | 68,520 | $476K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 68,383 | $475K |
| ExodusPoint Capital Management, LP | 0.00% | Reduce -40.6% | 68,296 | $475K |
| Krane Funds Advisors LLC | 0.02% | New | 63,732 | $455K |
| Frec Markets, Inc. | 0.08% | New | 65,042 | $452K |
| Vanguard Global Advisers, LLC | 0.00% | — | 64,254 | $447K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +9.2% | 63,183 | $439K |
| Walleye Capital LLC | 0.00% | Add +64725.8% | 62,881 | $437K |
| Legacy Capital Group California, Inc. | 0.16% | Reduce -9.9% | 61,686 | $429K |
| Evergreen Capital Management LLC | 0.01% | Add +16.8% | 61,572 | $428K |
| International Assets Investment Management, LLC | 0.03% | Add +18.0% | 61,425 | $424K |
| Jefferies Financial Group Inc. | 0.01% | New | 60,180 | $418K |
| Truist Financial Corp. | 0.00% | Add +9.3% | 59,858 | $416K |
| Occudo Quantitative Strategies LP | 0.02% | Reduce -37.6% | 59,332 | $413K |
| Freestone Grove Partners LP | 0.00% | New | 56,746 | $394K |
| Stifel Financial Corp. | 0.00% | Reduce -11.9% | 56,463 | $392K |
| Bridgewater Associates | 0.00% | Reduce -38.4% | 53,949 | $375K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -0.6% | 53,594 | $372K |
| Advisory Services Network, LLC | 0.00% | Add +9.8% | 52,771 | $367K |
| Pathstone Holdings, LLC | 0.00% | Add +43.0% | 51,460 | $358K |
| Neuberger Berman Group LLC | 0.00% | Add +32.6% | 51,099 | $355K |
| HighTower Advisors, LLC | 0.00% | Add +0.7% | 50,486 | $351K |
| Amalgamated Bank | 0.00% | Reduce -1.3% | 50,415 | $350K |
| Kimelman & Baird, LLC | 0.03% | Reduce -12.2% | 50,355 | $350K |
| PVG Asset Management Corp. | 0.21% | New | 50,457 | $349K |
| SG Americas Securities, LLC | 0.00% | Reduce -60.3% | 50,001 | $348K |
| Tidal Investments LLC | 0.00% | Reduce -4.9% | 49,297 | $343K |
| Holocene Advisors, LP | 0.00% | Reduce -89.8% | 46,890 | $326K |
| Envestnet Asset Management Inc. | 0.00% | Add +54.7% | 45,522 | $316K |
| TD Waterhouse Canada Inc. | 0.00% | Add +15.2% | 45,375 | $313K |
| Arizona State Retirement System | 0.00% | Reduce -1.6% | 44,439 | $309K |
| Pinnacle Financial Partners, Inc. | 0.00% | New | 44,390 | $309K |
| Vise Technologies, Inc. | 0.01% | No change | 36,063 | $300K |
| Probity Advisors, Inc. | 0.05% | Add +14.0% | 43,007 | $299K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -34.6% | 41,713 | $290K |
| Marex Group Ltd | 0.00% | Add +173.2% | 40,560 | $282K |
| Eagle Harbor Asset Management Inc. | 0.24% | Reduce -20.4% | 40,287 | $280K |
| DRW Securities, LLC | 0.02% | New | 40,146 | $279K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 39,577 | $275K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.1% | 39,080 | $272K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 38,963 | $271K |
| Headlands Technologies LLC | 0.03% | New | 38,309 | $266K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +10.3% | 37,778 | $263K |
| Brooklyn Investment Group | 0.01% | Add +65.7% | 36,824 | $256K |
| Mirabella Financial Services LLP | 0.03% | New | 36,236 | $252K |
| Oregon Public Employees Retirement Fund | 0.00% | No change | 36,100 | $251K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.9% | 36,031 | $250K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 35,874 | $249K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.04% | No change | 33,495 | $233K |
| Frank, Rimerman Advisors LLC | 0.01% | New | 32,973 | $229K |
| Squarepoint Ops LLC | 0.00% | Reduce -96.4% | 32,922 | $229K |
| Maryland State Retirement & Pension System | 0.00% | Reduce -1.4% | 32,509 | $226K |
| NCM Capital Management, LLC | 0.08% | No change | 31,534 | $219K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -52.5% | 31,205 | $217K |
| Optimist Retirement Group LLC | 0.10% | New | 31,051 | $216K |
| Handelsbanken Fonder AB | 0.00% | No change | 30,857 | $214K |
| Fifth Third Bancorp | 0.00% | Add +702.9% | 30,741 | $214K |
| Atlas Brown,Inc. | 0.06% | Add +189.6% | 30,000 | $209K |
| Jones Financial Companies LLLP | 0.00% | Add +6.3% | 30,655 | $208K |
| GDS Wealth Management | 0.01% | New | 29,767 | $207K |
| Patriot Financial Group Insurance Agency, LLC | 0.01% | Add +65.1% | 29,766 | $207K |
| Lecap Asset Management Ltd. | 0.08% | Add +32.0% | 29,697 | $206K |
| Shelton Capital Management | 0.00% | No change | 29,639 | $206K |
| Diametric Capital, LP | 0.05% | New | 29,629 | $206K |
| HB Wealth Management, LLC | 0.00% | Reduce -2.4% | 29,134 | $202K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -28.1% | 28,731 | $200K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 28,190 | $196K |
| Summit Financial, LLC | 0.00% | Add +3.6% | 28,113 | $195K |
| Deutsche Bank AG | 0.00% | Reduce -92.1% | 27,454 | $191K |
| Yousif Capital Management, LLC | 0.00% | Reduce -1.0% | 27,445 | $191K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -3.0% | 27,078 | $188K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -17.7% | 27,048 | $188K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +639.8% | 26,418 | $184K |
| United Capital Financial Advisors, LLC | 0.00% | Add +106.8% | 25,825 | $179K |
| Boyar Asset Management Inc. | 0.10% | Reduce -0.5% | 25,742 | $179K |
| Odyssean, LLC | 0.06% | New | 25,420 | $177K |
| Syon Capital LLC | 0.01% | Add +27.3% | 24,956 | $173K |
| Amundi | 0.00% | Reduce -54.2% | 24,353 | $169K |
| Robertson Stephens Wealth Management, LLC | 0.00% | Add +13.2% | 24,232 | $168K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -50.3% | 23,945 | $166K |
| Merit Financial Group, LLC | 0.00% | Reduce -53.2% | 23,761 | $165K |
| Nisa Investment Advisors, LLC | 0.00% | Add +701.5% | 23,659 | $164K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -18.2% | 23,651 | $164K |
| Catalyst Funds Management Pty Ltd | 0.03% | Add +50.6% | 23,500 | $163K |
| World Investment Advisors | 0.00% | Add +0.2% | 22,099 | $154K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +23.2% | 21,906 | $152K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -78.8% | 21,882 | $152K |
| Nomura Holdings Inc. | 0.00% | New | 21,800 | $152K |
| &partners | 0.00% | Add +14.1% | 21,172 | $148K |
| Everhart Financial Group, Inc. | 0.01% | Add +46.0% | 20,995 | $146K |
| Aster Capital Management (DIFC) Ltd | 0.05% | Reduce -14.3% | 9,947 | $146K |
| MAI Capital Management | 0.00% | Add +92.7% | 19,590 | $136K |
| Praxis Investment Management Inc. | 0.01% | New | 19,463 | $135K |
| GMO | 0.00% | New | 19,169 | $133K |
| Ballentine Partners, LLC | 0.00% | Add +74.1% | 19,149 | $133K |
| PCM Encore, LLC | 0.03% | Add +12.2% | 18,612 | $129K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -40.7% | 18,388 | $128K |
| Xponance LLC | 0.00% | Add +21.2% | 18,352 | $128K |
| Lido Advisors, LLC | 0.00% | Reduce -3.9% | 18,141 | $126K |
| Mutual of America Capital Management LLC | 0.00% | Add +0.2% | 18,085 | $126K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -14.0% | 17,753 | $123K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 17,733 | $123K |
| Mgo One Seven LLC | 0.00% | Add +4.7% | 17,681 | $123K |
| Waverly Advisors, LLC | 0.00% | Reduce -9.8% | 17,602 | $122K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -2.9% | 17,140 | $119K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 17,000 | $118K |
| Cullen Investment Group, LTD. | 0.02% | Reduce -25.9% | 16,883 | $117K |
| 71 West Capital Partners | 0.01% | No change | 16,761 | $116K |
| FSM Wealth Advisors, LLC | 0.01% | Add +0.5% | 16,634 | $116K |
| Barnett & Company, Inc. | 0.09% | Add +10.7% | 16,600 | $115K |
| Hennion & Walsh Asset Management, Inc. | 0.00% | Reduce -1.1% | 16,546 | $115K |
| CIBC Asset Management Inc | 0.00% | Reduce -2.4% | 16,474 | $114K |
| State of Wisconsin Investment Board | 0.00% | Reduce -80.1% | 16,058 | $112K |
| HUB Investment Partners, LLC | 0.00% | Add +33.0% | 15,682 | $109K |
| Essential Partners LLC | 0.04% | Reduce -75.1% | 15,673 | $109K |
| CIBC Bancorp USA Inc. | 0.00% | — | 15,383 | $107K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +156.8% | 15,089 | $105K |
| Kestra Advisory Services, LLC | 0.00% | Add +40.3% | 15,053 | $105K |
| AlphaGrep UK Ltd | 0.03% | New | 14,994 | $104K |
| Parallel Advisors, LLC | 0.00% | Reduce -20.2% | 14,951 | $104K |
| ESL Trust Services, LLC | 0.02% | No change | 14,866 | $103K |
| LMR Partners LLP | 0.00% | New | 14,788 | $103K |
| AlphaCore Capital LLC | 0.00% | New | 14,743 | $102K |
| Journey Strategic Wealth LLC | 0.00% | New | 14,589 | $101K |
| Towerview LLC | 0.07% | No change | 14,500 | $101K |
| Point72 Asset Management | 0.00% | Reduce -99.1% | 14,438 | $100K |
| Geneos Wealth Management Inc. | 0.00% | No change | 14,100 | $98K |
| PharVision Advisers, LLC | 0.99% | New | 14,068 | $98K |
| GAMMA Investing LLC | 0.00% | Add +29.7% | 13,677 | $95K |
| PDS Planning, Inc | 0.01% | Add +13.9% | 13,594 | $95K |
| Aquatic Capital Management LLC | 0.00% | New | 13,503 | $94K |
| Voya Investment Management LLC | 0.00% | Reduce -69.7% | 13,445 | $93K |
| Quadrature Capital Ltd | 0.00% | New | 13,440 | $93K |
| Signaturefd, LLC | 0.00% | Reduce -41.6% | 13,023 | $91K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.01% | No change | 13,000 | $90K |
| North Star Investment Management Corp. | 0.01% | Reduce -18.8% | 12,967 | $90K |
| 1ST Source Bank | 0.00% | No change | 12,905 | $90K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 12,802 | $89K |
| Savvy Advisors, Inc. | 0.00% | New | 12,752 | $89K |
| Magnetar Financial LLC | 0.00% | New | 12,643 | $88K |
| R Squared Ltd | 0.05% | New | 12,620 | $88K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -2.4% | 12,596 | $88K |
| Whitcomb & Hess, Inc. | 0.02% | Add +1.9% | 12,546 | $87K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -59.0% | 12,458 | $87K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -9.2% | 12,581 | $86K |
| US Bancorp \de | 0.00% | Reduce -31.7% | 12,379 | $86K |
| iSAM Funds (UK) Ltd | 0.04% | New | 12,181 | $85K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 12,074 | $84K |
| Allworth Financial LP | 0.00% | Add +63.5% | 11,926 | $83K |
| Evolve Private Wealth, LLC | 0.00% | Reduce -44.9% | 11,415 | $79K |
| Callan Family Office, LLC | 0.00% | Reduce -0.1% | 11,081 | $77K |
| HSBC Holdings PLC | 0.00% | Add +2.8% | 11,049 | $77K |
| Sowell Financial Services LLC | 0.00% | Add +5.7% | 10,910 | $76K |
| Bull Harbor Capital LLC | 0.02% | — | 10,787 | $75K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -57.5% | 10,580 | $74K |
| Sargent Investment Group, LLC | 0.01% | Add +1.3% | 10,429 | $72K |
| denkapparat Operations GmbH | 0.03% | No change | 10,338 | $72K |
| Oppenheimer & Co. Inc. | 0.00% | New | 10,281 | $71K |
| Los Angeles Capital Management LLC | 0.00% | Add +1054.5% | 10,171 | $71K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -1.3% | 10,080 | $70K |
| Cherokee Insurance Co | 0.03% | No change | 10,000 | $70K |
| Quadrant Capital Group LLC | 0.00% | Reduce -60.1% | 9,986 | $69K |
| LSV Asset Management | 0.00% | No change | 9,800 | $68K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 9,474 | $66K |
| Security National Bank | 0.01% | No change | 8,087 | $56K |
| Covestor Ltd | 0.04% | Reduce -39.9% | 7,923 | $55K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +79.7% | 7,604 | $53K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +742300.0% | 7,424 | $52K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -13.1% | 7,291 | $50K |
| Huntington National Bank | 0.00% | Reduce -24.8% | 7,113 | $49K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -39.1% | 6,445 | $45K |
| KBC Group NV | 0.00% | No change | 6,196 | $43K |
| Quent Capital, LLC | 0.00% | Reduce -41.5% | 5,855 | $41K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +62.9% | 5,803 | $40K |
| MetLife Investment Management, LLC | 0.00% | Reduce -3.5% | 5,773 | $40K |
| Gen-Wealth Partners Inc | 0.01% | Add +45.8% | 5,765 | $40K |
| Hilton Head Capital Partners, LLC | 0.02% | Add +57.7% | 5,687 | $40K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +430.0% | 5,300 | $37K |
| Bangor Savings Bank | 0.00% | Add +400.0% | 5,000 | $35K |
| SJS Investment Consulting Inc. | 0.00% | New | 4,602 | $32K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 4,250 | $30K |
| SBI Securities Co., Ltd. | 0.00% | Add +56.7% | 4,083 | $28K |
| Eurizon Capital SGR S.p.A. | 0.00% | New | 4,002 | $27K |
| STRS Ohio | 0.00% | Reduce -0.2% | 3,828 | $27K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +1692.5% | 3,818 | $27K |
| Sterling Capital Management LLC | 0.00% | Reduce -39.5% | 3,534 | $25K |
| Elevation Wealth Partners, LLC | 0.01% | Add +90.3% | 3,469 | $24K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,467 | $24K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -66.7% | 3,388 | $24K |
| Investors Research Corp | 0.00% | No change | 3,000 | $21K |
| Rothschild Investment LLC | 0.00% | Reduce -60.1% | 2,989 | $21K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,107 | $20K |
| Salomon & Ludwin, LLC | 0.00% | Add +135.2% | 2,952 | $20K |
| Pflug Koory, LLC | 0.01% | No change | 2,805 | $19K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.1% | 2,795 | $19K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +20.0% | 2,550 | $18K |
| Mather Group, Llc. | 0.00% | New | 2,263 | $16K |
| Harbour Investments, Inc. | 0.00% | Add +57.1% | 2,217 | $15K |
| UMB Bank, n.a. | 0.00% | Add +56.6% | 2,111 | $15K |
| IFP Advisors, Inc | 0.00% | Reduce -45.7% | 2,107 | $15K |
| CX Institutional | 0.00% | Add +1.9% | 1,892 | $13K |
| Arax Advisory Partners | 0.00% | Reduce -43.2% | 1,848 | $13K |
| Versant Capital Management, Inc | 0.00% | Reduce -52.1% | 1,787 | $12K |
| Larson Financial Group LLC | 0.00% | Reduce -16.1% | 1,781 | $12K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,706 | $12K |
| True Wealth Design, LLC | 0.00% | Reduce -31.0% | 1,647 | $11K |
| Motco | 0.00% | Add +12.8% | 1,599 | $11K |
| Key Capital Management, INC | 0.01% | Reduce -29.7% | 1,573 | $11K |
| Field & Main Bank | 0.00% | No change | 1,500 | $10K |
| Ares Financial Consulting, LLC | 0.01% | New | 1,322 | $9K |
| First United Bank & Trust | 0.00% | No change | 1,233 | $9K |
| Spire Wealth Management | 0.00% | Add +756.7% | 1,148 | $8K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,137 | $8K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,000 | $7K |
| Root Financial Partners, LLC | 0.00% | Add +1989.1% | 961 | $7K |
| Assetmark, Inc. | 0.00% | Reduce -36.8% | 955 | $7K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -38.5% | 858 | $6K |
| Sachetta, LLC | 0.00% | Add +228.2% | 827 | $6K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 800 | $6K |
| NewEdge Advisors, LLC | 0.00% | Reduce -94.0% | 774 | $5K |
| Align Financial, LLC | 0.00% | Reduce -88.0% | 750 | $5K |
| Pittenger & Anderson Inc. | 0.00% | No change | 750 | $5K |
| Creative Financial Designs Inc. | 0.00% | Reduce -1.5% | 733 | $5K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 600 | $4K |
| NBT Bank, N.A. | 0.00% | Add +7000.0% | 568 | $4K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 541 | $4K |
| Zions Bancorporation, National Association | 0.00% | New | 538 | $4K |
| Crews Bank & Trust | 0.00% | No change | 531 | $4K |
| Wealth Preservation Advisors, LLC | 0.00% | New | 522 | $4K |
| Stone House Investment Management, LLC | 0.00% | Reduce -35.3% | 505 | $4K |
| McIlrath & Eck, LLC | 0.00% | No change | 476 | $3K |
| N.E.W. Advisory Services LLC | 0.00% | Add +50.0% | 432 | $3K |
| JPL Wealth Management, LLC | 0.00% | New | 425 | $3K |
| Financial Management Professionals, Inc. | 0.00% | No change | 425 | $3K |
| Community Financial Services Group, LLC | 0.00% | New | 425 | $3K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 375 | $3K |
| Bokf, NA | 0.00% | New | 327 | $2K |
| Triumph Capital Management | 0.00% | Reduce -48.0% | 325 | $2K |
| Alerus Financial NA | 0.00% | No change | 324 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -79.8% | 308 | $2K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 300 | $2K |
| Clearstead Trust, LLC | 0.00% | Add +1712.5% | 290 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 286 | $2K |
| Princeton Global Asset Management LLC | 0.00% | No change | 285 | $2K |
| St Germain D J Co. Inc. | 0.00% | No change | 285 | $2K |
| Magnolia Wealth Management, LLC | 0.00% | New | 260 | $2K |
| Bullseye Investment Management, LLC | 0.00% | No change | 229 | $2K |
| Abound Wealth Management | 0.00% | No change | 226 | $2K |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 212 | $1K |
| First Community Trust NA | 0.00% | No change | 200 | $1K |
| MV Capital Management, Inc. | 0.00% | Add +5.9% | 198 | $1K |
| Kilter Group LLC | 0.00% | Add +56.2% | 189 | $1K |
| Horizon Bancorp Inc. | 0.00% | New | 124 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -26.6% | 116 | $1K |
| Horizon Investments, LLC | 0.00% | Add +76.3% | 134 | $931 |
| Transamerica Financial Advisors, LLC | 0.00% | Add +189.1% | 133 | $924 |
| Cornerstone Planning Group LLC | 0.00% | Add +179.2% | 134 | $884 |
| First Command Advisory Services, Inc. | 0.00% | New | 113 | $785 |
| TD Private Client Wealth LLC | 0.00% | New | 107 | $744 |
| Lodestone Wealth Management LLC | 0.00% | No change | 97 | $674 |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -53.3% | 93 | $648 |
| Highline Wealth Partners LLC | 0.00% | New | 86 | $598 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 74 | $514 |
| Rialto Wealth Management, LLC | 0.00% | Add +26.3% | 72 | $501 |
| SHP Wealth Management | 0.00% | New | 66 | $459 |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -35.0% | 65 | $452 |
| Smartleaf Asset Management LLC | 0.00% | Reduce -8.8% | 62 | $421 |
| Fortitude Family Office, LLC | 0.00% | Reduce -89.7% | 58 | $403 |
| Activest Wealth Management | 0.00% | New | 54 | $375 |
| Truvestments Capital LLC | 0.00% | New | 50 | $348 |
| TD Capital Management LLC | 0.00% | No change | 50 | $348 |
| Financial Consulate, Inc. | 0.00% | New | 35 | $244 |
| Trust Co | 0.00% | No change | 31 | $215 |
| IAG Wealth Partners, LLC | 0.00% | No change | 27 | $188 |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 26 | $181 |
| Clearstead Advisors, LLC | 0.00% | Reduce -93.5% | 21 | $145 |
| SouthState Bank Corp | 0.00% | New | 20 | $139 |
| Sunbelt Securities, Inc. | 0.00% | Reduce -91.5% | 18 | $125 |
| Bogart Wealth, LLC | 0.00% | Reduce -83.6% | 10 | $70 |
| Scarborough Advisors, LLC | 0.00% | No change | 10 | $69 |
| Dunhill Financial, LLC | 0.00% | Reduce -25.0% | 3 | $24 |
| Wolff Wiese Magana LLC | 0.00% | New | 2 | $15 |
| Curio Wealth, LLC | 0.00% | No change | 2 | $15 |
| Hughes Financial Services, LLC | 0.00% | No change | 1 | $7 |
| GW&K Investment Management, LLC | 0.00% | No change | 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.