WEN
The Wendy's Company · Consumer Cyclical · Restaurants
Señales de momentum (gestores comparables):
amplitud de titulares +17.6% ·
flujo de acciones -3.9% ·
nuevas posiciones netas +10.0%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Trian Fund Management ✦ | 30.44M | 0.0% | $278.80M | 6.8% | ▲ Add | 6 | SEC ↗ |
| 2 | Trian Fund Management ✦ | 30.44M | 0.0% | $278.80M | 6.8% | ▲ Add | 6 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 24.11M | +21.9% | $220.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 24.11M | +21.9% | $220.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 24.11M | +21.9% | $220.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 24.11M | +21.9% | $220.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 24.11M | +21.9% | $220.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 24.11M | +21.9% | $220.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 24.11M | +21.9% | $220.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 24.11M | +21.9% | $220.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 24.11M | +21.9% | $220.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 24.11M | +21.9% | $220.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 24.11M | +21.9% | $220.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 24.11M | +21.9% | $220.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 24.11M | +21.9% | $220.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | BlackRock ✦ (pasivo) | 24.11M | +21.9% | $220.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | BlackRock ✦ (pasivo) | 24.11M | +21.9% | $220.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | BlackRock ✦ (pasivo) | 24.11M | +21.9% | $220.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | The Vanguard Group ✦ (pasivo) | 18.59M | -12.6% | $170.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | The Vanguard Group ✦ (pasivo) | 18.59M | -12.6% | $170.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | The Vanguard Group ✦ (pasivo) | 18.59M | -12.6% | $170.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | The Vanguard Group ✦ (pasivo) | 18.59M | -12.6% | $170.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | The Vanguard Group ✦ (pasivo) | 18.59M | -12.6% | $170.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Harris Associates (Oakmark) ✦ | 10.60M | -4.3% | $97.07M | 0.2% | ▼ Trim | 6 | SEC ↗ |
| 25 | AQR Capital Management ✦ | 8.48M | -38.8% | $77.19M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 8.48M | -38.8% | $77.19M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 8.48M | -38.8% | $77.19M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 8.48M | -38.8% | $77.19M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 6.19M | — | $56.71M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 6.19M | — | $56.71M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 6.19M | — | $56.71M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 6.19M | — | $56.71M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 6.19M | — | $56.71M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 6.19M | — | $56.71M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 6.19M | — | $56.71M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 6.19M | — | $56.71M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | State Street Global Advisors ✦ (pasivo) | 5.34M | +4.2% | $48.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | Arrowstreet Capital ✦ | 4.28M | -15.2% | $39.17M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 39 | Marshall Wace ✦ | 4.03M | Nuevo | $36.91M | 0.0% | New | 1 | SEC ↗ |
| 40 | Marshall Wace ✦ | 4.03M | Nuevo | $36.91M | 0.0% | New | 1 | SEC ↗ |
| 41 | Geode Capital Management ✦ (pasivo) | 3.58M | +12.1% | $32.81M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 42 | Geode Capital Management ✦ (pasivo) | 3.58M | +12.1% | $32.81M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 43 | Point72 Asset Management ✦ | 2.94M | -61.9% | $26.89M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 44 | Millennium Management ✦ | 2.00M | -49.1% | $18.32M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 45 | Fidelity (FMR) ✦ | 1.52M | +4081.0% | $13.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 1.52M | +4081.0% | $13.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Fidelity (FMR) ✦ | 1.52M | +4081.0% | $13.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Fidelity (FMR) ✦ | 1.52M | +4081.0% | $13.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Gotham Asset Management ✦ | 1.48M | +65.7% | $13.56M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 50 | Goldman Sachs Group ✦ | 755.43K | — | $6.92M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Goldman Sachs Group ✦ | 755.43K | — | $6.92M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 459.76K | — | $4.21M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 459.76K | — | $4.21M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 459.76K | — | $4.21M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 459.76K | — | $4.21M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 459.76K | — | $4.21M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 459.76K | — | $4.21M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 459.76K | — | $4.21M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 459.76K | — | $4.21M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 459.76K | — | $4.21M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 459.76K | — | $4.21M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 459.76K | — | $4.21M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | JPMorgan Chase ✦ | 459.76K | — | $4.21M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Citadel Advisors ✦ | 382.30K | -41.6% | $3.50M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 65 | Citadel Advisors ✦ | 382.30K | -41.6% | $3.50M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 66 | T. Rowe Price ✦ | 150.13K | +3.5% | $1.38M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 67 | T. Rowe Price ✦ | 150.13K | +3.5% | $1.38M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 68 | Bridgewater Associates ✦ | 97.20K | Nuevo | $890,398 | 0.0% | New | 1 | SEC ↗ |
| 69 | D. E. Shaw & Co. ✦ | 29.52K | Nuevo | $270,376 | 0.0% | New | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Marshall Wace | $36.91M | 0.0% |
| Marshall Wace | $36.91M | 0.0% |
| Bridgewater Associates | $890,398 | 0.0% |
| D. E. Shaw & Co. | $270,376 | 0.0% |
Posición cerrada
| Norges Bank | $18.93M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 405 tenedores, 191.38M acciones, $1.32B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.