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Security record · archived quarter

WEN

The Wendy's Company · Consumer Cyclical · Restaurants

9.04 -0.9% mkt cap $1.72B quote delayed (FMP) · as of Aug 26 20:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
15Tracked holders
0Δ holders
124.76MShares held
$1.42BReported value
+0New positions
−0Exits
Rising Conviction score 52/100 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +7.2% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 112 -3 151.30M $1.25B +7 −10
Q1 2026 118 0 164.34M $1.14B +7 −7
Q4 2025 117 +1 174.75M $1.46B +1
Q3 2025 20 +3 125.45M $1.15B +3 −1
Q2 2025 15 0 124.76M $1.42B
Q1 2025 12 -2 75.37M $1.10B −2
Q4 2024 14 -1 67.41M $1.10B +1 −2
Q3 2024 14 +2 68.33M $1.20B +2
Q2 2024 12 59.28M $1.01B
Holder count
Who holds it · Q2 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Trian Fund Management 30.43M 0.0% $347.57M 9.2% ▲ Add 5 SEC ↗
2 Trian Fund Management 30.43M 0.0% $347.57M 9.2% ▲ Add 5 SEC ↗
3 The Vanguard Group (passive) 21.26M $242.76M 0.0% n/c 1 SEC ↗
4 The Vanguard Group (passive) 21.26M $242.76M 0.0% n/c 1 SEC ↗
5 The Vanguard Group (passive) 21.26M $242.76M 0.0% n/c 1 SEC ↗
6 The Vanguard Group (passive) 21.26M $242.76M 0.0% n/c 1 SEC ↗
7 The Vanguard Group (passive) 21.26M $242.76M 0.0% n/c 1 SEC ↗
8 BlackRock (passive) 19.77M $225.77M 0.0% n/c 1 SEC ↗
9 BlackRock (passive) 19.77M $225.77M 0.0% n/c 1 SEC ↗
10 BlackRock (passive) 19.77M $225.77M 0.0% n/c 1 SEC ↗
11 BlackRock (passive) 19.77M $225.77M 0.0% n/c 1 SEC ↗
12 BlackRock (passive) 19.77M $225.77M 0.0% n/c 1 SEC ↗
13 BlackRock (passive) 19.77M $225.77M 0.0% n/c 1 SEC ↗
14 BlackRock (passive) 19.77M $225.77M 0.0% n/c 1 SEC ↗
15 BlackRock (passive) 19.77M $225.77M 0.0% n/c 1 SEC ↗
16 BlackRock (passive) 19.77M $225.77M 0.0% n/c 1 SEC ↗
17 BlackRock (passive) 19.77M $225.77M 0.0% n/c 1 SEC ↗
18 BlackRock (passive) 19.77M $225.77M 0.0% n/c 1 SEC ↗
19 BlackRock (passive) 19.77M $225.77M 0.0% n/c 1 SEC ↗
20 BlackRock (passive) 19.77M $225.77M 0.0% n/c 1 SEC ↗
21 BlackRock (passive) 19.77M $225.77M 0.0% n/c 1 SEC ↗
22 BlackRock (passive) 19.77M $225.77M 0.0% n/c 1 SEC ↗
23 BlackRock (passive) 19.77M $225.77M 0.0% n/c 1 SEC ↗
24 AQR Capital Management 13.84M +30.1% $158.09M 0.1% ▲ Add 5 SEC ↗
25 AQR Capital Management 13.84M +30.1% $158.09M 0.1% ▲ Add 5 SEC ↗
26 AQR Capital Management 13.84M +30.1% $158.09M 0.1% ▲ Add 5 SEC ↗
27 AQR Capital Management 13.84M +30.1% $158.09M 0.1% ▲ Add 5 SEC ↗
28 Harris Associates (Oakmark) 11.08M +13.6% $126.49M 0.2% ▲ Add 5 SEC ↗
29 Point72 Asset Management 7.70M +28.1% $87.92M 0.2% ▲ Add 5 SEC ↗
30 State Street Global Advisors (passive) 5.13M -9.5% $58.60M 0.0% ▼ Trim 3 SEC ↗
31 Arrowstreet Capital 5.04M +61.3% $57.57M 0.0% ▲ Add 5 SEC ↗
32 Millennium Management 3.93M +2.8% $44.87M 0.0% ▲ Add 5 SEC ↗
33 Geode Capital Management (passive) 3.20M -4.1% $36.50M 0.0% ▼ Trim 5 SEC ↗
34 Geode Capital Management (passive) 3.20M -4.1% $36.50M 0.0% ▼ Trim 5 SEC ↗
35 Norges Bank (passive) 1.66M -11.5% $18.93M 0.0% ▼ Trim 5 SEC ↗
36 Gotham Asset Management 892.93K +182.8% $10.20M 0.1% ▲ Add 5 SEC ↗
37 Citadel Advisors 654.85K +152.2% $7.48M 0.0% ▲ Add 4 SEC ↗
38 T. Rowe Price 145.07K -1.0% $1.66M 0.0% ▼ Trim 5 SEC ↗
39 T. Rowe Price 145.07K -1.0% $1.66M 0.0% ▼ Trim 5 SEC ↗
40 Fidelity (FMR) 36.44K $416,119 0.0% n/c 1 SEC ↗
41 Fidelity (FMR) 36.44K $416,119 0.0% n/c 1 SEC ↗
42 Fidelity (FMR) 36.44K $416,119 0.0% n/c 1 SEC ↗
43 Fidelity (FMR) 36.44K $416,119 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 405 holders, 191.38M shares, $1.32B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Beneficial ownership
Jul 31 SC 13G — VANGUARD PORTFOLIO MANAGEMENT LLC

View original SEC filing ↗

Jul 30 SC 13G/A — BlackRock, Inc.

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2025 · Methodology · Get this via the API