The Wendy'sWEN
13F holders, Q2 2026 (June 30)403holders −8
74new positions
79sold out
10famous investors
$8.29avg. 13F price*
At the end of Q2 2026, 403 institutions reported holding The Wendy's Co. (WEN) in their 13F filings, down 8 from Q1 2026. 74 opened new positions and 79 sold out. The largest holders were Trian Fund Management ($252.6M), BlackRock, Inc. ($218.1M) and Vanguard Portfolio Management LLC ($85.4M). 10 famous investors held it, including Nelson Peltz (6.0% of Trian Fund Management's portfolio), Prem Watsa (2.5% 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $28.4M |
| Exits | 79 | $83.5M |
All 13F filers, Q1 2026 → Q2 2026: 26,831,165 shares bought and 40,065,730 shares sold, net −13,234,565 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 403 holders
| Trian Fund Management | 5.97% | Add +0.1% | 30,468,434 | $252.6M |
| BlackRock, Inc. | 0.00% | Add +21.1% | 26,314,724 | $218.1M |
| Vanguard Portfolio Management LLC | 0.00% | Add +11.2% | 10,301,732 | $85.4M |
| Fairfax Financial Holdings | 2.51% | Add +144.9% | 8,005,627 | $66.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +15.8% | 7,523,646 | $62.4M |
| Vanguard Capital Management LLC | 0.00% | Add +1.5% | 6,924,310 | $57.4M |
| Wells Fargo & Company | 0.01% | Reduce -3.3% | 6,684,034 | $55.4M |
| State Street Corp. | 0.00% | Add +20.1% | 6,566,985 | $54.4M |
| Harris Associates (Oakmark Funds) | 0.06% | Reduce -5.8% | 5,587,137 | $46.3M |
| Geode Capital Management, LLC | 0.00% | Add +44.4% | 4,270,644 | $35.4M |
| Morgan Stanley | 0.00% | Reduce -47.4% | 3,995,468 | $33.1M |
| Northern Trust Corp. | 0.00% | Add +26.9% | 3,518,292 | $29.2M |
| Dimensional Fund Advisors LP | 0.01% | Add +0.7% | 3,499,298 | $29.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | Reduce -34.0% | 2,475,000 | $20.5M |
| UBS Group AG | 0.00% | Reduce -10.6% | 2,392,515 | $19.8M |
| Bank of New York Mellon Corp | 0.00% | Add +5.6% | 2,280,217 | $18.9M |
| Point72 Asset Management | 0.03% | Add +13167.3% | 1,915,535 | $15.9M |
| Hotchkis & Wiley Capital Management LLC | 0.05% | Add +15.1% | 1,911,960 | $15.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +60.2% | 1,869,697 | $15.5M |
| Invesco Ltd. | 0.00% | Add +4.8% | 1,702,730 | $14.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Reduce -17.4% | 1,667,124 | $13.8M |
| Jupiter Topco LLC | 0.01% | — | 1,529,010 | $12.7M |
| PEAK6 LLC | 0.30% | Add +306.6% | 1,470,384 | $12.2M |
| AQR Capital Management | 0.00% | Reduce -52.3% | 1,485,727 | $12.1M |
| Two Sigma Investments, LP | 0.01% | Reduce -63.9% | 1,368,445 | $11.3M |
| Gotham Asset Management | 0.03% | Add +47.5% | 1,350,030 | $11.2M |
| Bank of America Corp. | 0.00% | Reduce -71.9% | 1,263,315 | $10.5M |
| Advisors Asset Management, Inc. | 0.15% | Add +37.7% | 1,201,350 | $10.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -23.0% | 1,136,738 | $9.4M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +12.7% | 1,123,827 | $9.3M |
| Quantinno Capital Management LP | 0.01% | Add +31.8% | 1,010,203 | $8.4M |
| Element Capital Management LLC | 0.41% | New | 900,000 | $7.5M |
| Marshall Wace, LLP | 0.01% | Reduce -33.2% | 898,018 | $7.4M |
| Sound Income Strategies, LLC | 0.29% | Add +1.7% | 784,388 | $6.5M |
| Principal Financial Group Inc. | 0.00% | Add +0.8% | 772,710 | $6.4M |
| Alps Advisors Inc. | 0.02% | Add +3.0% | 589,428 | $4.9M |
| Quinn Opportunity Partners LLC | 0.23% | Reduce -63.1% | 586,053 | $4.9M |
| Creative Planning | 0.00% | Reduce -16.0% | 575,506 | $4.8M |
| Nuveen, LLC | 0.00% | Add +35.2% | 573,757 | $4.8M |
| Soviero Asset Management, LP | 2.29% | Add +21.3% | 570,000 | $4.7M |
| Public Sector Pension Investment Board | 0.01% | Reduce -4.1% | 542,220 | $4.5M |
| Converium Capital Inc. | 3.86% | New | 500,000 | $4.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -9.8% | 481,357 | $4.0M |
| Ameriprise Financial Inc. | 0.00% | Add +0.8% | 466,456 | $3.9M |
| Rhumbline Advisers | 0.00% | Reduce -18.0% | 447,433 | $3.7M |
| Baird Financial Group, Inc. | 0.01% | Add +13.0% | 435,107 | $3.6M |
| First Trust Advisors LP | 0.00% | Add +22.3% | 425,829 | $3.5M |
| Legal & General Group Plc | 0.00% | Add +0.2% | 414,356 | $3.4M |
| Bessemer Group Inc. | 0.00% | Add +0.2% | 380,304 | $3.2M |
| Caitong International Asset Management Co., Ltd | 0.42% | Add +4834.1% | 366,309 | $3.0M |
| First Eagle Investment Management, LLC | 0.00% | New | 353,023 | $2.9M |
| ExodusPoint Capital Management, LP | 0.03% | Add +407.4% | 346,513 | $2.9M |
| American Century Companies Inc. | 0.00% | Add +12.4% | 340,861 | $2.8M |
| Walleye Trading LLC | 0.04% | Add +355.2% | 338,254 | $2.8M |
| Swiss National Bank | 0.00% | Add +1.7% | 324,700 | $2.7M |
| Venture Visionary Partners LLC | 0.07% | Add +121.8% | 317,717 | $2.6M |
| Alliancebernstein L.P. | 0.00% | Add +114.7% | 364,554 | $2.5M |
| WINTON GROUP Ltd | 0.08% | Add +48.8% | 291,578 | $2.4M |
| Group One Trading LLC | 0.06% | Reduce -6.6% | 266,953 | $2.2M |
| Barclays PLC | 0.00% | Add +8.6% | 259,695 | $2.2M |
| Simplex Trading, LLC | 0.06% | Add +87.9% | 256,869 | $2.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +36.2% | 253,107 | $2.1M |
| XTX Topco Ltd | 0.03% | New | 250,226 | $2.1M |
| Summit Financial, LLC | 0.02% | Add +770.4% | 244,705 | $2.0M |
| Royal Bank of Canada | 0.00% | Reduce -9.7% | 227,431 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -25.6% | 207,621 | $1.8M |
| CenterBook Partners LP | 0.09% | New | 212,771 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +132.9% | 210,025 | $1.7M |
| Guggenheim Capital LLC | 0.01% | Add +0.8% | 200,412 | $1.7M |
| Sculptor Capital LP | 0.03% | New | 200,000 | $1.7M |
| New York State Teachers Retirement System | 0.00% | Reduce -2.7% | 198,836 | $1.6M |
| BNP Paribas Financial Markets | 0.00% | Reduce -7.7% | 193,463 | $1.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -7.3% | 192,439 | $1.6M |
| Deutsche Bank AG | 0.00% | Add +588.5% | 189,018 | $1.6M |
| Renaissance Technologies | 0.00% | Reduce -92.1% | 185,782 | $1.5M |
| California State Teachers Retirement System | 0.00% | Add +1.4% | 185,549 | $1.5M |
| Leonteq Securities AG | 0.09% | Reduce -8.8% | 182,872 | $1.5M |
| Brevan Howard Capital Management LP | 0.02% | Reduce -44.6% | 174,961 | $1.5M |
| Bank of Montreal | 0.00% | Add +8.6% | 169,897 | $1.4M |
| SummitTX Capital, L.P. | 0.04% | Reduce -49.3% | 167,939 | $1.4M |
| Prudential Financial Inc. | 0.00% | Add +15.4% | 167,924 | $1.4M |
| Citigroup Inc. | 0.00% | Reduce -29.4% | 163,776 | $1.4M |
| Quantbot Technologies LP | 0.05% | Add +74.1% | 160,131 | $1.3M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -0.6% | 156,891 | $1.3M |
| Summit Trail Advisors, LLC | 0.02% | Reduce -9.6% | 145,301 | $1.2M |
| LPL Financial LLC | 0.00% | Reduce -39.3% | 145,191 | $1.2M |
| Sei Investments Co. | 0.00% | Reduce -34.6% | 143,078 | $1.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | No change | 138,853 | $1.2M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -77.5% | 136,558 | $1.1M |
| FMR LLC | 0.00% | Reduce -94.0% | 133,480 | $1.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +19.4% | 132,116 | $1.1M |
| Bank of Nova Scotia | 0.00% | Reduce -42.8% | 131,213 | $1.1M |
| Victory Capital Management Inc. | 0.00% | Add +19.4% | 128,307 | $1.1M |
| Atom Investors LP | 0.08% | Reduce -41.1% | 113,922 | $944K |
| Exchange Traded Concepts, LLC | 0.00% | New | 110,799 | $919K |
| Corient Private Wealth LP | 0.00% | Add +59.1% | 110,277 | $914K |
| A&I Financial Services, LLC | 0.39% | Add +29.5% | 108,882 | $903K |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -59.6% | 108,803 | $902K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.6% | 103,818 | $861K |
| Illinois Municipal Retirement Fund | 0.01% | Add +12.0% | 97,688 | $810K |
| MetLife Investment Management, LLC | 0.00% | Add +1547.3% | 95,098 | $788K |
| Empowered Funds, LLC | 0.00% | Add +17.9% | 90,499 | $750K |
| TD Waterhouse Canada Inc. | 0.00% | Add +82.8% | 82,939 | $741K |
| Krane Funds Advisors LLC | 0.03% | Add +37.1% | 87,409 | $725K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +130.0% | 86,902 | $720K |
| Gabelli Funds LLC | 0.00% | No change | 84,000 | $696K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.5% | 91,902 | $694K |
| Stifel Financial Corp. | 0.00% | Add +36.5% | 77,054 | $639K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -37.0% | 75,438 | $625K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | New | 74,564 | $618K |
| International Assets Investment Management, LLC | 0.04% | Add +12.5% | 69,100 | $618K |
| Envestnet Asset Management Inc. | 0.00% | Add +62.6% | 74,030 | $614K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +128.7% | 71,378 | $592K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -1.1% | 69,300 | $574K |
| Mariner, LLC | 0.00% | New | 67,407 | $559K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -36.2% | 67,400 | $559K |
| Captrust Financial Advisors | 0.00% | Reduce -15.2% | 66,304 | $550K |
| T3 Companies, LLC | 0.64% | New | 66,000 | $547K |
| Osaic Holdings, Inc. | 0.00% | Add +81.8% | 65,504 | $543K |
| Russell Investments Group, Ltd. | 0.00% | Add +56.8% | 65,386 | $542K |
| Cetera Investment Advisers | 0.00% | Reduce -7.6% | 64,167 | $532K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -29.5% | 63,508 | $525K |
| State of Wisconsin Investment Board | 0.00% | Add +293.1% | 63,130 | $523K |
| Legacy Capital Group California, Inc. | 0.15% | Reduce -2.4% | 60,186 | $499K |
| Truist Financial Corp. | 0.00% | Add +0.1% | 59,886 | $496K |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -7.0% | 59,790 | $496K |
| Advisory Services Network, LLC | 0.01% | Add +9.0% | 57,527 | $477K |
| Neuberger Berman Group LLC | 0.00% | Add +10.0% | 56,192 | $466K |
| Evergreen Capital Management LLC | 0.01% | Reduce -15.3% | 52,155 | $432K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -73.6% | 51,947 | $431K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -34.4% | 51,725 | $429K |
| New Age Alpha Advisors, LLC | 0.02% | New | 51,409 | $426K |
| Kimelman & Baird, LLC | 0.03% | No change | 50,355 | $417K |
| M&T Bank Corp | 0.00% | Reduce -35.4% | 48,496 | $402K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Reduce -29.9% | 47,962 | $398K |
| Probity Advisors, Inc. | 0.06% | Add +10.5% | 47,527 | $394K |
| Lighthouse Investment Partners, LLC | 0.01% | New | 45,950 | $381K |
| New York State Common Retirement Fund | 0.00% | Reduce -48.5% | 45,500 | $377K |
| Tidal Investments LLC | 0.00% | Reduce -9.3% | 44,724 | $371K |
| Arizona State Retirement System | 0.00% | Add +0.5% | 44,647 | $370K |
| Ancora Advisors LLC | 0.01% | New | 43,300 | $359K |
| Bayesian Capital Management, LP | 0.23% | Reduce -57.4% | 43,100 | $357K |
| D. E. Shaw & Co. | 0.00% | New | 43,067 | $357K |
| Amalgamated Bank | 0.00% | Reduce -15.5% | 42,591 | $353K |
| PVG Asset Management Corp. | 0.20% | Reduce -17.9% | 41,447 | $344K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 40,720 | $338K |
| Amundi | 0.00% | Add +65.5% | 40,301 | $334K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 39,577 | $328K |
| Worldquant Millennium Advisors LLC | 0.00% | Reduce -64.4% | 39,109 | $324K |
| HighTower Advisors, LLC | 0.00% | Reduce -22.7% | 39,011 | $323K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 38,963 | $323K |
| Landscape Capital Management, L.L.C. | 0.02% | Reduce -91.9% | 36,921 | $306K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 35,874 | $297K |
| Oregon Public Employees Retirement Fund | 0.00% | Reduce -0.8% | 35,800 | $297K |
| Atlas Brown,Inc. | 0.08% | Add +16.7% | 35,000 | $290K |
| Quadrature Capital Ltd | 0.00% | Add +159.5% | 34,878 | $289K |
| Cerity Partners LLC | 0.00% | Reduce -76.1% | 34,749 | $288K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +28.4% | 34,740 | $288K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.04% | No change | 33,495 | $277K |
| Barnett & Company, Inc. | 0.20% | Add +93.4% | 32,100 | $266K |
| NCM Capital Management, LLC | 0.08% | No change | 31,534 | $261K |
| Pathstone Holdings, LLC | 0.00% | Reduce -38.9% | 31,428 | $261K |
| STRS Ohio | 0.00% | Add +720.3% | 31,400 | $260K |
| Optimist Retirement Group LLC | 0.10% | No change | 31,051 | $257K |
| DRW Securities, LLC | 0.02% | Reduce -22.7% | 31,036 | $257K |
| GMO | 0.00% | Add +60.1% | 30,683 | $254K |
| Focus Partners Wealth | 0.00% | Reduce -97.1% | 30,262 | $251K |
| Voya Investment Management LLC | 0.00% | Add +124.8% | 30,226 | $251K |
| Arax Advisory Partners | 0.00% | Add +1532.5% | 30,168 | $250K |
| Fifth Third Bancorp | 0.00% | Reduce -2.8% | 29,897 | $248K |
| Fiduciary Financial Advisors | 0.02% | New | 28,815 | $239K |
| Jones Financial Companies LLLP | 0.00% | Reduce -3.1% | 29,693 | $232K |
| Yousif Capital Management, LLC | 0.00% | Add +0.7% | 27,628 | $229K |
| Fox Run Management, L.L.C. | 0.04% | New | 27,184 | $225K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -57.1% | 27,105 | $225K |
| Marex Group Ltd | 0.00% | Reduce -34.0% | 26,765 | $222K |
| Jane Street Group, LLC | 0.00% | Reduce -98.5% | 26,347 | $218K |
| Keybank National Association | 0.00% | New | 25,382 | $210K |
| Hantz Financial Services, Inc. | 0.00% | Add +36.2% | 25,043 | $208K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -12.8% | 25,062 | $208K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -5.2% | 25,053 | $208K |
| Westend Capital Management, LLC | 0.05% | New | 25,000 | $207K |
| Spreng Capital Management, Inc. | 0.07% | New | 24,850 | $206K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -68.7% | 24,596 | $204K |
| Boyar Asset Management Inc. | 0.12% | Reduce -4.7% | 24,534 | $203K |
| Nisa Investment Advisors, LLC | 0.00% | Add +3.5% | 24,495 | $203K |
| Intech Investment Management LLC | 0.00% | New | 23,934 | $198K |
| J. Safra Sarasin Holding AG | 0.00% | New | 23,919 | $198K |
| Virtu Financial LLC | 0.01% | New | 23,607 | $196K |
| &partners | 0.00% | Add +11.4% | 23,580 | $195K |
| Sanctuary Advisors, LLC | 0.00% | Add +31.6% | 23,363 | $194K |
| ProShare Advisors LLC | 0.00% | New | 23,139 | $192K |
| Maryland State Retirement & Pension System | 0.00% | Reduce -30.3% | 22,665 | $188K |
| PNC Financial Services Group, Inc. | 0.00% | Add +80.9% | 22,541 | $187K |
| Robertson Stephens Wealth Management, LLC | 0.00% | Reduce -8.3% | 22,232 | $184K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -18.2% | 22,159 | $184K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -11.7% | 21,151 | $175K |
| Everhart Financial Group, Inc. | 0.01% | Reduce -0.2% | 20,953 | $174K |
| Vista Investment Partners LLC | 0.04% | New | 20,792 | $172K |
| Frec Markets, Inc. | 0.02% | Reduce -68.7% | 20,393 | $169K |
| VARCOV Co. | 0.06% | Reduce -77.3% | 19,793 | $164K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -30.0% | 19,740 | $164K |
| PDS Planning, Inc | 0.01% | Add +42.1% | 19,314 | $160K |
| Polymer Capital Management (US) LLC | 0.02% | New | 19,125 | $159K |
| Citizens Financial Group Inc. | 0.00% | New | 18,607 | $154K |
| Signaturefd, LLC | 0.00% | Add +41.6% | 18,447 | $153K |
| R Squared Ltd | 0.08% | Add +45.9% | 18,412 | $153K |
| Mutual of America Capital Management LLC | 0.00% | Add +0.1% | 18,108 | $150K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 17,733 | $147K |
| Parallel Advisors, LLC | 0.00% | Add +17.7% | 17,603 | $146K |
| MAI Capital Management | 0.00% | Reduce -11.3% | 17,367 | $144K |
| Franklin Resources Inc. | 0.00% | Reduce -91.5% | 17,013 | $141K |
| Praxis Investment Management Inc. | 0.01% | Reduce -13.0% | 16,928 | $140K |
| 71 West Capital Partners | 0.00% | No change | 16,761 | $139K |
| Sagewood Asset Management LP | 0.03% | New | 16,588 | $138K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -36.5% | 16,403 | $136K |
| FSM Wealth Advisors, LLC | 0.01% | Reduce -1.4% | 16,398 | $136K |
| Hennion & Walsh Asset Management, Inc. | 0.00% | Reduce -2.1% | 16,193 | $134K |
| CIBC Asset Management Inc | 0.00% | Reduce -2.3% | 16,102 | $133K |
| CIBC Bancorp USA Inc. | 0.00% | Add +3.2% | 15,872 | $132K |
| HB Wealth Management, LLC | 0.00% | Reduce -46.0% | 15,736 | $130K |
| Xponance LLC | 0.00% | Reduce -14.3% | 15,718 | $130K |
| AlphaCore Capital LLC | 0.00% | Add +6.2% | 15,663 | $130K |
| Catalyst Funds Management Pty Ltd | 0.01% | Reduce -33.6% | 15,600 | $129K |
| Vise Technologies, Inc. | 0.00% | Reduce -56.8% | 15,583 | $129K |
| Waverly Advisors, LLC | 0.00% | Reduce -12.7% | 15,374 | $127K |
| PFG Investments, LLC | 0.00% | New | 15,107 | $125K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +14.5% | 14,406 | $125K |
| Verition Fund Management LLC | 0.00% | Reduce -95.0% | 15,100 | $125K |
| Mgo One Seven LLC | 0.00% | Reduce -14.6% | 15,098 | $125K |
| Cooper/Haims Advisors, LLC | 0.05% | New | 15,000 | $124K |
| ESL Trust Services, LLC | 0.02% | No change | 14,866 | $123K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -1.7% | 14,800 | $123K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 14,758 | $122K |
| Towerview LLC | 0.08% | No change | 14,500 | $120K |
| HUB Investment Partners, LLC | 0.00% | Reduce -8.2% | 14,400 | $119K |
| Abc Arbitrage SA | 0.01% | New | 14,196 | $118K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.02% | No change | 13,000 | $108K |
| North Star Investment Management Corp. | 0.01% | Add +0.0% | 12,969 | $108K |
| Capital Investment Advisors, LLC | 0.00% | Add +2.0% | 12,854 | $107K |
| NewEdge Advisors, LLC | 0.00% | Add +1557.9% | 12,832 | $106K |
| Whitcomb & Hess, Inc. | 0.02% | Add +2.0% | 12,793 | $106K |
| Stelac Advisory Services LLC | 0.02% | New | 12,706 | $105K |
| Perigon Wealth Management, LLC | 0.00% | New | 12,605 | $104K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -11.3% | 12,500 | $104K |
| Sowell Financial Services LLC | 0.00% | Add +14.4% | 12,485 | $103K |
| Ausdal Financial Partners, Inc. | 0.00% | Reduce -27.4% | 12,440 | $103K |
| Syon Capital LLC | 0.00% | Reduce -51.6% | 12,071 | $100K |
| Ballentine Partners, LLC | 0.00% | Reduce -37.2% | 12,023 | $100K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -6.2% | 12,004 | $100K |
| US Bancorp \de | 0.00% | Reduce -4.3% | 11,846 | $98K |
| 1ST Source Bank | 0.00% | Reduce -8.7% | 11,785 | $98K |
| Citadel Advisors | 0.00% | Reduce -99.4% | 11,723 | $97K |
| Swiss Life Asset Management Ltd | 0.00% | Add +10.0% | 11,636 | $96K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -4.8% | 11,501 | $95K |
| AlphaGrep UK Ltd | 0.03% | Reduce -24.7% | 11,293 | $94K |
| OneAscent Investment Solutions LLC | 0.09% | New | 11,184 | $93K |
| Bull Harbor Capital LLC | 0.02% | Add +2.6% | 11,069 | $92K |
| Sargent Investment Group, LLC | 0.01% | Add +4.8% | 10,928 | $91K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 10,700 | $89K |
| Allworth Financial LP | 0.00% | Reduce -11.1% | 10,597 | $88K |
| Independent Financial Group, LLC | 0.00% | New | 10,430 | $86K |
| Philip James Wealth Mangement, LLC | 0.01% | New | 10,210 | $85K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 10,177 | $84K |
| Cherokee Insurance Co | 0.03% | No change | 10,000 | $83K |
| LSV Asset Management | 0.00% | No change | 9,800 | $81K |
| Covestor Ltd | 0.05% | Add +21.7% | 9,643 | $80K |
| Chicago Partners Investment Group LLC | 0.00% | New | 10,964 | $79K |
| GAMMA Investing LLC | 0.00% | Reduce -35.0% | 8,889 | $74K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 8,361 | $69K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -84.6% | 8,265 | $69K |
| Security National Bank | 0.01% | Add +0.1% | 8,091 | $67K |
| Rockefeller Capital Management L.P. | 0.00% | Add +14.3% | 7,368 | $61K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.7% | 7,345 | $61K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Reduce -13.3% | 6,596 | $55K |
| Huntington National Bank | 0.00% | Reduce -7.9% | 6,552 | $54K |
| KBC Group NV | 0.00% | No change | 6,196 | $51K |
| SJS Investment Consulting Inc. | 0.01% | Add +27.9% | 5,887 | $49K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -62.5% | 5,663 | $47K |
| SBI Securities Co., Ltd. | 0.00% | Add +30.0% | 5,309 | $44K |
| Eurizon Capital SGR S.p.A. | 0.00% | Add +30.2% | 5,210 | $43K |
| Nykredit A/S | 0.00% | — | 4,410 | $37K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 4,250 | $35K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -27.4% | 4,213 | $35K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +15.6% | 4,007 | $33K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -58.8% | 3,900 | $32K |
| Harbour Investments, Inc. | 0.00% | Add +73.9% | 3,855 | $32K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 3,818 | $32K |
| Global Retirement Partners, LLC | 0.00% | — | 3,273 | $27K |
| Belvedere Trading LLC | 0.00% | New | 3,243 | $27K |
| Hilton Head Capital Partners, LLC | 0.01% | Reduce -43.9% | 3,192 | $26K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +0.8% | 3,131 | $26K |
| Investors Research Corp | 0.00% | No change | 3,000 | $25K |
| Pflug Koory, LLC | 0.01% | No change | 2,805 | $23K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -20.5% | 2,693 | $22K |
| Quent Capital, LLC | 0.00% | Reduce -54.1% | 2,686 | $22K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -10.3% | 2,508 | $21K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -24.4% | 2,231 | $20K |
| Mather Group, Llc. | 0.00% | No change | 2,263 | $19K |
| Symmetry Investments LP | 0.00% | New | 2,200 | $18K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -16.7% | 2,125 | $18K |
| IFG Advisory, LLC | 0.00% | New | 1,946 | $16K |
| CX Institutional | 0.00% | Add +2.1% | 1,931 | $16K |
| Larson Financial Group LLC | 0.00% | Add +4.5% | 1,862 | $15K |
| Elevation Wealth Partners, LLC | 0.00% | Reduce -48.3% | 1,794 | $15K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,706 | $14K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -67.9% | 1,700 | $14K |
| Spurstone Advisory Services, LLC | 0.18% | New | 1,500 | $13K |
| UMB Bank, n.a. | 0.00% | Reduce -35.1% | 1,369 | $11K |
| Rothschild Investment LLC | 0.00% | Reduce -55.5% | 1,329 | $11K |
| Ares Financial Consulting, LLC | 0.01% | No change | 1,322 | $11K |
| Parkside Financial Bank & Trust | 0.00% | Add +320.8% | 1,296 | $11K |
| First United Bank & Trust | 0.00% | No change | 1,233 | $10K |
| Spire Wealth Management | 0.00% | Add +6.1% | 1,218 | $10K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,137 | $9K |
| Clearstead Trust, LLC | 0.00% | Add +263.4% | 1,054 | $9K |
| Hoese & Co LLP | 0.01% | New | 1,000 | $8K |
| Gables Capital Management Inc. | 0.00% | New | 1,000 | $8K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,000 | $8K |
| Fortitude Family Office, LLC | 0.00% | Add +1586.2% | 978 | $8K |
| Creative Financial Designs Inc. | 0.00% | Add +33.3% | 977 | $8K |
| Assetmark, Inc. | 0.00% | No change | 955 | $8K |
| Stone House Investment Management, LLC | 0.00% | Add +86.9% | 944 | $8K |
| Sachetta, LLC | 0.00% | Add +7.5% | 889 | $7K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -91.3% | 881 | $7K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 858 | $7K |
| Medallion Wealth Advisors, LLC | 0.00% | Add +187.5% | 2,300 | $7K |
| Optiver Holding B.V. | 0.00% | New | 783 | $6K |
| Align Financial, LLC | 0.00% | No change | 750 | $6K |
| Pittenger & Anderson Inc. | 0.00% | No change | 750 | $6K |
| Sterling Capital Management LLC | 0.00% | Reduce -79.7% | 718 | $6K |
| Tounjian Advisory Partners, LLC | 0.00% | New | 710 | $6K |
| Institute for Wealth Management, LLC. | 0.00% | New | 710 | $6K |
| Owl Creek Wealth Partners LLC | 0.00% | New | 700 | $6K |
| Zions Bancorporation, National Association | 0.00% | Add +23.1% | 662 | $5K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 600 | $5K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 541 | $4K |
| Crews Bank & Trust | 0.00% | No change | 531 | $4K |
| N.E.W. Advisory Services LLC | 0.00% | Add +20.4% | 520 | $4K |
| Community Financial Services Group, LLC | 0.00% | No change | 425 | $4K |
| JPL Wealth Management, LLC | 0.00% | No change | 425 | $4K |
| Financial Management Professionals, Inc. | 0.00% | No change | 425 | $4K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 375 | $3K |
| Key Capital Management, INC | 0.00% | Reduce -77.5% | 354 | $3K |
| IFP Advisors, Inc | 0.00% | Reduce -83.7% | 344 | $3K |
| True Wealth Design, LLC | 0.00% | Reduce -79.4% | 339 | $3K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 327 | $3K |
| Triumph Capital Management | 0.00% | No change | 325 | $3K |
| Alerus Financial NA | 0.00% | No change | 324 | $3K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 300 | $2K |
| Bare Financial Services, Inc | 0.00% | No change | 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 |
| Bogart Wealth, LLC | 0.00% | Add +2500.0% | 260 | $2K |
| Abound Wealth Management | 0.00% | No change | 226 | $2K |
| RMG Wealth Management LLC | 0.00% | New | 206 | $2K |
| Nalls Sherbakoff Group, LLC | 0.00% | No change | 212 | $2K |
| National Bank of Canada | 0.00% | New | 209 | $2K |
| First Community Trust NA | 0.00% | No change | 200 | $2K |
| Ameritas Advisory Services, LLC | 0.00% | New | 196 | $2K |
| Kilter Group LLC | 0.00% | Reduce -17.5% | 156 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | Add +121.5% | 144 | $1K |
| Continuum Advisory, LLC | 0.00% | New | 128 | $1K |
| Horizon Bancorp Inc. | 0.00% | No change | 124 | $1K |
| Avion Wealth | 0.00% | New | 136 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.8% | 135 | $997 |
| First Command Advisory Services, Inc. | 0.00% | No change | 113 | $937 |
| Washington Trust Advisors, Inc. | 0.00% | New | 100 | $829 |
| Horizon Investments, LLC | 0.00% | Reduce -27.6% | 97 | $804 |
| Cedar Mountain Advisors, LLC | 0.00% | New | 93 | $771 |
| SHP Wealth Management | 0.00% | Add +34.9% | 89 | $738 |
| First Bancorp, Inc | 0.00% | New | 85 | $705 |
| LRI Investments, LLC | 0.00% | New | 77 | $638 |
| Rialto Wealth Management, LLC | 0.00% | Add +4.2% | 75 | $622 |
| Cornerstone Financial Management LLC | 0.00% | New | 74 | $613 |
| HighMark Wealth Management LLC | 0.00% | New | 65 | $538 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 63 | $522 |
| Smartleaf Asset Management LLC | 0.00% | No change | 62 | $513 |
| Essential Partners LLC | 0.00% | Reduce -99.6% | 60 | $497 |
| Gill Capital Partners, LLC | 0.00% | New | 50 | $415 |
| TD Capital Management LLC | 0.00% | No change | 50 | $415 |
| Trust Co. of Vermont | 0.00% | — | 45 | $373 |
| Ankerstar Wealth, LLC | 0.00% | New | 41 | $340 |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -59.1% | 38 | $317 |
| MV Capital Management, Inc. | 0.00% | Reduce -82.3% | 35 | $291 |
| JFS Wealth Advisors, LLC | 0.00% | New | 34 | $282 |
| Gilpin Wealth Management, LLC | 0.00% | New | 33 | $274 |
| West Paces Advisors Inc. | 0.00% | New | 32 | $265 |
| IAG Wealth Partners, LLC | 0.00% | No change | 27 | $224 |
| Beacon Investment Advisory Services, Inc. | 0.00% | Add +3.9% | 27 | $220 |
| Clearstead Advisors, LLC | 0.00% | No change | 21 | $176 |
| Versant Capital Management, Inc | 0.00% | Reduce -99.1% | 16 | $133 |
| ROSS\JOHNSON & Associates LLC | 0.00% | New | 8 | $66 |
| Davis Capital Management | 0.00% | New | 8 | $66 |
| Buck Wealth Strategies, LLC | 0.00% | New | 8 | $66 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 6 | $50 |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -96.2% | 5 | $41 |
| Walleye Capital LLC | 0.00% | Reduce -100.0% | 3 | $25 |
| Wolff Wiese Magana LLC | 0.00% | No change | 2 | $18 |
| Freestone Grove Partners LP | 0.00% | Reduce -100.0% | 1 | $8 |
| Hughes Financial Services, LLC | 0.00% | No change | 1 | $8 |
| GW&K Investment Management, LLC | 0.00% | No change | 1 | $0 |
| Evolution Advisers, Inc. | 0.00% | New | 16 | $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.