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
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.