WENDY'S CO/THE WEN

US Consumer discretionary Retail-Eating & Drinking Places
$8.60
-3.8%
52w: $6.17 – $11.79

Latest 13F among current holders filed 19 days ago (Jun 16, 2026)

Price — last 12 months

research preview data
6.178.9811.79
Jun 20, 2025 Jul 2, 2026
Institutional holders
407
-19 QoQ
13F value
$1.33B
-16.4% QoQ
Smart-money holders
12
signal tier ≥ 2
New smart buyers
4
Q1 2026
Options barometer
0.8×
$26.3M calls / $31.8M puts

Institutional value by quarter

$3.65B
Q1 2024
$3.07B
Q2 2024
$3.21B
Q3 2024
$3.04B
Q4 2024
$2.77B
Q1 2025
$2.26B
Q2 2025
$1.67B
Q3 2025
$1.59B
Q4 2025
$1.33B
Q1 2026

Number of holders

362
Q1 2024
390
Q2 2024
393
Q3 2024
424
Q4 2024
425
Q1 2025
402
Q2 2025
402
Q3 2025
426
Q4 2025
407
Q1 2026

Who owns WEN?

Q1 2026 filings
FundTypeSharesValue% of fundChange
TRIAN FUND MANAGEMENT, L.P. ★3Activist30.4M$211.6M5.5%0.0%
BlackRock, Inc. Index provider21.7M$151.1M0.0%-12.7%
VANGUARD PORTFOLIO MANAGEMENT LLC Diversified mechanical9.3M$64.4M0.0%
MORGAN STANLEY Bank broker7.6M$52.8M0.0%+15.9%
WELLS FARGO & COMPANY/MN Bank broker6.9M$48.0M0.0%+63.6%
VANGUARD CAPITAL MANAGEMENT LLC Diversified mechanical6.8M$47.4M0.0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Index provider6.5M$45.2M0.0%-8.4%
HARRIS ASSOCIATES L P Other5.9M$41.2M0.1%-40.5%
STATE STREET CORP Index provider5.5M$38.0M0.0%+0.4%
BANK OF AMERICA CORP /DE/ Bank broker4.5M$31.2M0.0%+5.6%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Quant stat arb4.0M$28.1M0.0%-5.8%
TWO SIGMA INVESTMENTS, LP Quant stat arb3.8M$26.3M0.0%New
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Diversified mechanical3.8M$26.1M0.0%New
DIMENSIONAL FUND ADVISORS LP Quant stat arb3.5M$24.2M0.0%-11.9%
MILLENNIUM MANAGEMENT LLC Multistrat pod3.4M$23.6M0.0%+42.9%
FAIRFAX FINANCIAL HOLDINGS LTD/ CAN ★2Value conviction3.3M$22.8M1.2%New
AQR CAPITAL MANAGEMENT LLC Quant stat arb3.1M$21.4M0.0%-73.4%
GEODE CAPITAL MANAGEMENT, LLC Index provider3.0M$20.6M0.0%-7.5%
NORTHERN TRUST CORP Index provider2.8M$19.3M0.0%+22.3%
UBS Group AG Bank broker2.7M$18.6M0.0%+33.1%
RENAISSANCE TECHNOLOGIES LLC Quant stat arb2.3M$16.3M0.0%+2612.4%
FMR LLC Long only active2.2M$15.6M0.0%+22.3%
Bank of New York Mellon Corp Diversified mechanical2.2M$15.0M0.0%-2.6%
Connor, Clark & Lunn Investment Management Ltd. Diversified mechanical2.0M$14.0M0.0%+19.4%
CITADEL ADVISORS LLC Multistrat pod2.0M$13.7M0.0%+54.7%
JANE STREET GROUP, LLC Market maker1.7M$11.8M0.0%-46.2%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Other1.7M$11.5M0.0%New
Invesco Ltd. Index provider1.6M$11.3M0.0%+50.0%
Quinn Opportunity Partners LLC Other1.6M$11.0M0.6%+8.2%
Oasis Management Co Ltd. ★2Fundamental diversified1.5M$10.5M1.4%+12601.9%
SUSQUEHANNA INTERNATIONAL GROUP, LLP Market maker1.5M$10.3M0.0%+73.4%
MARSHALL WACE, LLP Quant stat arb1.3M$9.3M0.0%+18.2%
GOLDMAN SACHS GROUP INC Bank broker1.2M$8.1M0.0%-11.4%
Focus Partners Wealth Wealth advisor1.0M$7.3M0.0%+47.1%
VANGUARD FIDUCIARY TRUST CO Diversified mechanical997.1K$6.9M0.0%
JANUS HENDERSON GROUP PLC Diversified mechanical927.5K$6.4M0.0%+5.5%
Gotham Asset Management, LLC Diversified mechanical915.6K$6.4M0.0%-49.3%
Advisors Asset Management, Inc. Diversified mechanical872.2K$6.1M0.1%+38.9%
Quantinno Capital Management LP Diversified mechanical766.4K$5.3M0.0%-19.5%
PRINCIPAL FINANCIAL GROUP INC Diversified mechanical766.4K$5.3M0.0%+2.1%
Sound Income Strategies, LLC Diversified mechanical771.4K$5.3M0.3%+1.5%
Creative Planning Wealth advisor685.4K$4.8M0.0%+31.6%
Schonfeld Strategic Advisors LLC Multistrat pod605.7K$4.2M0.0%-13.2%
ALPS ADVISORS INC Diversified mechanical572.1K$4.0M0.0%-4.6%
Public Sector Pension Investment Board Pension sovereign565.3K$3.9M0.0%+3.4%
RHUMBLINE ADVISERS Diversified mechanical545.7K$3.8M0.0%-0.3%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Bank broker533.4K$3.7M0.0%+8.3%
Soviero Asset Management, LP ★2Fundamental diversified470.0K$3.3M1.8%+46.9%
AMERIPRISE FINANCIAL INC Bank broker462.7K$3.2M0.0%+46.9%
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Quant stat arb456.9K$3.2M0.2%New

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