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Security record · archived quarter

WEN

The Wendy's Company · Consumer Cyclical · Restaurants

6.28 -3.7% mkt cap $1.20B quote delayed (FMP) · as of Oct 21 22:08 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
117Tracked holders
+1Δ holders
174.75MShares held
$1.46BReported value
+1New positions
−0Exits
Stable Conviction score 56/100 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +0.9% · share flow +0.1% · net new positions +0.9% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 2 0 123.39K $767,540 n/a n/a
Q2 2026 110 -3 151.22M $1.25B +7 −12
Q1 2026 118 0 164.34M $1.14B +7 −7
Q4 2025 117 +1 174.75M $1.46B +1 n/a
Q3 2025 20 +3 125.45M $1.15B +3 −1
Q2 2025 15 0 124.76M $1.42B n/a n/a
Q1 2025 12 -2 75.37M $1.10B n/a −2
Q4 2024 14 -1 67.41M $1.10B +1 −2
Q3 2024 14 +2 68.33M $1.20B +2 n/a
Q2 2024 12 n/a 59.28M $1.01B n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Trian Fund Management ✦ 30.44M 0.0% $253.57M 6.4% ▲ Add 7 SEC ↗ ×2
2 BlackRock ✦ (passive) 24.91M +3.3% $207.46M 0.0% ▲ Add 3 SEC ↗ ×17
3 The Vanguard Group ✦ (passive) 17.13M -7.8% $142.73M 0.0% ▼ Trim 3 SEC ↗ ×5
4 AQR Capital Management ✦ 11.71M +38.1% $97.51M 0.1% ▲ Add 7 SEC ↗ ×6
5 Harris Associates (Oakmark) ✦ 9.97M -6.0% $83.02M 0.1% ▼ Trim 7 SEC ↗
6 Charles Schwab Investment… 7.09M n/a $59.08M 0.0% n/c 1 SEC ↗
7 Morgan Stanley ✦ 6.55M +5.8% $54.55M 0.0% ▲ Add 2 SEC ↗ ×8
8 State Street Global Advisors ✦ (passive) 5.45M +1.9% $45.37M 0.0% ▲ Add 5 SEC ↗
9 Arrowstreet Capital ✦ 4.29M +0.3% $35.72M 0.0% ▲ Add 7 SEC ↗
10 Bank Of America Corp /De/ 4.26M n/a $35.46M 0.0% n/c 1 SEC ↗ ×5
11 Wells Fargo & Company/Mn 4.22M n/a $35.19M 0.0% n/c 1 SEC ↗ ×4
12 Dimensional Fund Advisors Lp 3.95M n/a $32.87M 0.0% n/c 1 SEC ↗ ×5
13 Geode Capital Management ✦ (passive) 3.20M -10.8% $26.63M 0.0% ▼ Trim 7 SEC ↗ ×2
14 Jane Street Group, Llc 3.16M n/a $26.35M 0.0% n/c 1 SEC ↗ ×2
15 Millennium Management ✦ 2.38M +19.1% $19.83M 0.0% ▲ Add 7 SEC ↗
16 Northern Trust Corp 2.27M n/a $18.88M 0.0% n/c 1 SEC ↗ ×7
17 Bank of New York Mellon Corp 2.22M n/a $18.46M 0.0% n/c 1 SEC ↗ ×8
18 UBS Group AG 2.01M n/a $16.76M 0.0% n/c 1 SEC ↗ ×4
19 Fidelity (FMR) ✦ 1.83M +20.4% $15.28M 0.0% ▲ Add 3 SEC ↗ ×4
20 Gotham Asset Management ✦ 1.81M +22.0% $15.04M 0.1% ▲ Add 7 SEC ↗
21 Connor, Clark & Lunn Investment… 1.69M n/a $14.07M 0.0% n/c 1 SEC ↗
22 Point72 Asset Management ✦ 1.56M -46.7% $13.03M 0.0% ▼ Trim 7 SEC ↗
23 Goldman Sachs Group ✦ 1.32M +74.3% $10.97M 0.0% ▲ Add 2 SEC ↗ ×2
24 Citadel Advisors ✦ 1.27M +232.8% $10.60M 0.0% ▲ Add 6 SEC ↗
25 Marshall Wace ✦ 1.14M -71.8% $9.47M 0.0% ▼ Trim 2 SEC ↗ ×2
26 Invesco Ltd. 1.08M n/a $9.03M 0.0% n/c 1 SEC ↗ ×5
27 Quantinno Capital Management LP 951.67K n/a $7.93M 0.0% n/c 1 SEC ↗
28 Squarepoint Ops LLC 905.00K n/a $7.54M 0.0% n/c 1 SEC ↗
29 Janus Henderson Group Plc 879.50K n/a $7.33M 0.0% n/c 1 SEC ↗ ×2
30 Susquehanna International Group, Llp 851.54K n/a $7.09M 0.0% n/c 1 SEC ↗
31 Principal Financial Group Inc 750.43K n/a $6.25M 0.0% n/c 1 SEC ↗ ×2
32 Focus Partners Wealth 712.05K n/a $5.94M 0.0% n/c 1 SEC ↗
33 First Trust Advisors Lp 652.33K n/a $5.43M 0.0% n/c 1 SEC ↗
34 Rhumbline Advisers 547.45K n/a $4.56M 0.0% n/c 1 SEC ↗
35 Cerity Partners LLC 537.49K n/a $4.48M 0.0% n/c 1 SEC ↗ ×3
36 Creative Planning 520.69K n/a $4.34M 0.0% n/c 1 SEC ↗ ×2
37 Royal Bank Of Canada 498.70K n/a $4.15M 0.0% n/c 1 SEC ↗ ×6
38 UBS AM, a distinct business unit of… 492.57K n/a $4.10M 0.0% n/c 1 SEC ↗ ×8
39 Holocene Advisors, LP 459.06K n/a $3.82M 0.0% n/c 1 SEC ↗
40 Legal & General Group Plc 444.53K n/a $3.70M 0.0% n/c 1 SEC ↗ ×3
41 Franklin Resources Inc 419.19K n/a $3.49M 0.0% n/c 1 SEC ↗ ×5
42 IMC-Chicago, LLC 366.44K n/a $3.05M 0.1% n/c 1 SEC ↗
43 Deutsche Bank Ag\ 347.92K n/a $2.90M 0.0% n/c 1 SEC ↗ ×3
44 Victory Capital Management Inc 342.89K n/a $2.86M 0.0% n/c 1 SEC ↗
45 Swiss National Bank 319.40K n/a $2.66M 0.0% n/c 1 SEC ↗
46 Ameriprise Financial Inc 315.11K n/a $2.62M 0.0% n/c 1 SEC ↗ ×3
47 Hrt Financial Lp 295.05K n/a $2.46M 0.0% n/c 1 SEC ↗
48 American Century Companies Inc 283.15K n/a $2.36M 0.0% n/c 1 SEC ↗
49 Nuveen, LLC 275.50K n/a $2.29M 0.0% n/c 1 SEC ↗ ×2
50 JPMorgan Chase ✦ 255.49K -44.4% $2.13M 0.0% ▼ Trim 2 SEC ↗ ×5
51 Cwm, Llc 232.45K n/a $1.94M 0.0% n/c 1 SEC ↗
52 Wealth Enhancement Advisory… 210.52K n/a $1.78M 0.0% n/c 1 SEC ↗
53 State Board Of Administration Of… 196.60K n/a $1.64M 0.0% n/c 1 SEC ↗
54 Bank Of Nova Scotia 190.14K n/a $1.58M 0.0% n/c 1 SEC ↗
55 LPL Financial LLC 183.63K n/a $1.53M 0.0% n/c 1 SEC ↗
56 Peak6 Llc 182.67K n/a $1.52M 0.0% n/c 1 SEC ↗ ×2
57 Simplex Trading, Llc 172.49K n/a $1.44M 0.0% n/c 1 SEC ↗
58 T. Rowe Price ✦ 166.90K +11.2% $1.39M 0.0% ▲ Add 7 SEC ↗ ×2
59 Federated Hermes, Inc. 164.97K n/a $1.37M 0.0% n/c 1 SEC ↗
60 Group One Trading Llc 163.69K n/a $1.36M 0.0% n/c 1 SEC ↗
61 Mariner, LLC 163.46K n/a $1.36M 0.0% n/c 1 SEC ↗
62 California State Teachers… 148.23K n/a $1.23M 0.0% n/c 1 SEC ↗
63 Sei Investments Co 147.36K n/a $1.23M 0.0% n/c 1 SEC ↗ ×2
64 Prudential Financial Inc 146.38K n/a $1.22M 0.0% n/c 1 SEC ↗
65 Captrust Financial Advisors 144.56K n/a $1.20M 0.0% n/c 1 SEC ↗
66 Mirae Asset Global Investments Co.… 142.82K n/a $1.19M 0.0% n/c 1 SEC ↗
67 Bnp Paribas Financial Markets 131.51K n/a $1.10M 0.0% n/c 1 SEC ↗
68 Citigroup Inc 127.02K n/a $1.06M 0.0% n/c 1 SEC ↗ ×2
69 Bank Of Montreal /Can/ 123.92K n/a $1.03M 0.0% n/c 1 SEC ↗ ×7
70 Alliancebernstein L.P. 119.47K n/a $995,160 0.0% n/c 1 SEC ↗
71 Corient Private Wealth LP 117.86K n/a $981,781 0.0% n/c 1 SEC ↗ ×3
72 Barclays Plc 116.15K n/a $967,546 0.0% n/c 1 SEC ↗ ×3
73 D. E. Shaw & Co. ✦ 107.34K +263.7% $894,159 0.0% ▲ Add 2 SEC ↗
74 Mercer Global Advisors Inc /Adv 98.91K n/a $823,930 0.0% n/c 1 SEC ↗
75 Assenagon Asset Management S.A. 93.73K n/a $780,813 0.0% n/c 1 SEC ↗
76 Walleye Trading LLC 90.31K n/a $752,324 0.0% n/c 1 SEC ↗
77 New York State Common Retirement… 88.43K n/a $736,630 0.0% n/c 1 SEC ↗
78 Bridgewater Associates ✦ 87.53K -9.9% $729,133 0.0% ▼ Trim 2 SEC ↗
79 Renaissance Technologies ✦ 86.28K New $718,729 0.0% New 1 SEC ↗
80 Commonwealth Equity Services, Llc 83.38K n/a $694,569 0.0% n/c 1 SEC ↗
81 State Of Wisconsin Investment Board 80.78K n/a $672,881 0.0% n/c 1 SEC ↗
82 Cetera Investment Advisers 77.23K n/a $643,329 0.0% n/c 1 SEC ↗
83 Raymond James Financial Inc 73.54K n/a $612,556 0.0% n/c 1 SEC ↗ ×2
84 Mitsubishi UFJ Trust & Banking Corp 65.64K n/a $546,740 0.0% n/c 1 SEC ↗
85 Stifel Financial Corp 64.12K n/a $534,106 0.0% n/c 1 SEC ↗ ×2
86 Russell Investments Group, Ltd. 63.77K n/a $531,199 0.0% n/c 1 SEC ↗ ×6
87 Truist Financial Corp 54.74K n/a $455,993 0.0% n/c 1 SEC ↗ ×2
88 Amundi 53.16K n/a $442,814 0.0% n/c 1 SEC ↗
89 Tidal Investments LLC 51.86K n/a $431,960 0.0% n/c 1 SEC ↗
90 HighTower Advisors, LLC 50.14K n/a $417,629 0.0% n/c 1 SEC ↗
91 Universal- Beteiligungs- und… 48.17K n/a $400,037 0.0% n/c 1 SEC ↗
92 Voya Investment Management Llc 44.35K n/a $369,452 0.0% n/c 1 SEC ↗
93 Zurcher Kantonalbank (Zurich… 42.84K n/a $356,841 0.0% n/c 1 SEC ↗
94 Osaic Holdings, Inc. 39.55K n/a $329,409 0.0% n/c 1 SEC ↗ ×2
95 TD Waterhouse Canada Inc. 39.39K n/a $328,152 0.0% n/c 1 SEC ↗
96 Neuberger Berman Group LLC 38.54K n/a $321,013 0.0% n/c 1 SEC ↗
97 Manufacturers Life Insurance… 34.26K n/a $285,402 0.0% n/c 1 SEC ↗
98 Pnc Financial Services Group, Inc. 30.40K n/a $253,208 0.0% n/c 1 SEC ↗ ×4
99 Envestnet Asset Management Inc 29.42K n/a $245,059 0.0% n/c 1 SEC ↗
100 Jones Financial Companies Lllp 28.85K n/a $240,321 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

Renaissance Technologies $718,729 0.0%

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: Q4 2025 · Methodology · Get this via the API