Security record · archived quarter
WEN
The Wendy's Company · Consumer Cyclical · Restaurants
118Tracked holders
0Δ holders
164.34MShares held
$1.14BReported value
+7New positions
−7Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.1% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — |
| 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 | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Trian Fund Management ✦ | 30.45M | 0.0% | $211.60M | 5.5% | ▲ Add | 8 | SEC ↗ ×2 |
| 2 | BlackRock ✦ (passive) | 21.74M | -12.7% | $151.08M | 0.0% | ▼ Trim | 4 | SEC ↗ ×15 |
| 3 | Morgan Stanley ✦ | 7.59M | +15.9% | $52.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 4 | Wells Fargo & Company/Mn | 6.91M | +63.6% | $48.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 5 | Vanguard Capital Management Llc | 6.82M | — | $47.42M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Charles Schwab Investment… | 6.50M | -8.4% | $45.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Harris Associates (Oakmark) ✦ | 5.93M | -40.5% | $41.21M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 8 | State Street Global Advisors ✦ (passive) | 5.47M | +0.4% | $37.99M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 4.49M | +5.6% | $31.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Arrowstreet Capital ✦ | 4.04M | -5.8% | $28.08M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 3.78M | New | $26.31M | 0.0% | New | 1 | SEC ↗ |
| 12 | Healthcare Of Ontario Pension Plan… | 3.75M | New | $26.06M | 0.0% | New | 1 | SEC ↗ |
| 13 | Dimensional Fund Advisors Lp | 3.48M | -11.9% | $24.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 14 | Millennium Management ✦ | 3.40M | +42.9% | $23.64M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 15 | Fairfax Financial ✦ | 3.27M | New | $22.75M | 1.2% | New | 1 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 3.11M | -73.4% | $21.40M | 0.0% | ▼ Trim | 8 | SEC ↗ ×6 |
| 17 | Geode Capital Management ✦ (passive) | 2.96M | -7.5% | $20.56M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 18 | Northern Trust Corp | 2.77M | +22.3% | $19.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 19 | UBS Group AG | 2.68M | +33.1% | $18.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 20 | Renaissance Technologies ✦ | 2.34M | +2612.4% | $16.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 2.24M | +22.3% | $15.60M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 22 | Bank of New York Mellon Corp | 2.16M | -2.6% | $15.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 23 | Connor, Clark & Lunn Investment… | 2.02M | +19.4% | $14.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 1.97M | +54.7% | $13.68M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 25 | Jane Street Group, Llc | 1.70M | -46.2% | $11.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 26 | Hotchkis & Wiley Capital Management… | 1.66M | New | $11.54M | 0.0% | New | 1 | SEC ↗ |
| 27 | Invesco Ltd. | 1.63M | +50.0% | $11.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 28 | Susquehanna International Group, Llp | 1.48M | +73.4% | $10.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | Marshall Wace ✦ | 1.34M | +18.2% | $9.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 30 | Goldman Sachs Group ✦ | 1.17M | -11.4% | $8.11M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 31 | Focus Partners Wealth | 1.05M | +47.1% | $7.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Janus Henderson Group Plc | 927.51K | +5.5% | $6.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | Gotham Asset Management ✦ | 915.61K | -49.3% | $6.36M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 34 | Quantinno Capital Management LP | 766.40K | -19.5% | $5.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Principal Financial Group Inc | 766.35K | +2.1% | $5.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 36 | Creative Planning | 685.43K | +31.6% | $4.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 37 | Rhumbline Advisers | 545.71K | -0.3% | $3.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 533.42K | +8.3% | $3.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 39 | Ameriprise Financial Inc | 462.74K | +46.9% | $3.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 40 | Nuveen, LLC | 424.39K | +54.0% | $2.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 41 | Legal & General Group Plc | 413.60K | -7.0% | $2.87M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 42 | Baird Financial Group, Inc. | 384.95K | +3662.9% | $2.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Peak6 Llc | 361.61K | +98.0% | $2.51M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 44 | First Trust Advisors Lp | 348.25K | -46.6% | $2.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Swiss National Bank | 319.40K | 0.0% | $2.22M | 0.0% | Held | 2 | SEC ↗ |
| 46 | American Century Companies Inc | 303.36K | +7.1% | $2.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Group One Trading Llc | 285.92K | +74.7% | $1.99M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 278.93K | +9.2% | $1.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 49 | IMC-Chicago, LLC | 256.32K | -30.1% | $1.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Royal Bank Of Canada | 251.85K | -49.5% | $1.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 51 | Barclays Plc | 239.22K | +106.0% | $1.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 52 | LPL Financial LLC | 239.02K | +30.2% | $1.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Citigroup Inc | 232.10K | +82.7% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 54 | Bank Of Nova Scotia | 229.40K | +20.6% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Sei Investments Co | 218.64K | +48.4% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 56 | Bnp Paribas Financial Markets | 209.69K | +59.5% | $1.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Raymond James Financial Inc | 207.56K | +182.3% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 58 | Alliancebernstein L.P. | 169.83K | +42.2% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Franklin Resources Inc | 199.33K | -52.5% | $1.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 60 | State Board Of Administration Of… | 196.60K | 0.0% | $1.37M | 0.0% | Held | 2 | SEC ↗ |
| 61 | T. Rowe Price ✦ | 185.80K | +11.3% | $1.29M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 62 | California State Teachers… | 182.96K | +23.4% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Bank Of Montreal /Can/ | 156.42K | +26.2% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 64 | Prudential Financial Inc | 145.52K | -0.6% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Cerity Partners LLC | 145.20K | -73.0% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 66 | Simplex Trading, Llc | 136.73K | -20.7% | $950,294 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Zurcher Kantonalbank (Zurich… | 119.65K | +179.3% | $831,574 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Mirae Asset Global Investments Co.… | 110.60K | -22.6% | $768,670 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Victory Capital Management Inc | 107.45K | -68.7% | $746,764 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Commonwealth Equity Services, Llc | 90.19K | +8.2% | $626,825 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | New York State Common Retirement… | 88.43K | 0.0% | $614,595 | 0.0% | Held | 2 | SEC ↗ |
| 72 | Wealth Enhancement Advisory… | 88.77K | -57.8% | $610,725 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Mercer Global Advisors Inc /Adv | 78.85K | -20.3% | $548,016 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Captrust Financial Advisors | 78.20K | -45.9% | $543,477 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Walleye Trading LLC | 74.31K | -17.7% | $516,455 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Cetera Investment Advisers | 69.48K | -10.0% | $482,859 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Cwm, Llc | 69.47K | -70.1% | $482,820 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Corient Private Wealth LP | 69.33K | -41.2% | $481,236 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Truist Financial Corp | 59.86K | +9.3% | $416,010 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 80 | Stifel Financial Corp | 56.46K | -11.9% | $392,425 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 81 | Bridgewater Associates ✦ | 53.95K | -38.4% | $374,946 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Neuberger Berman Group LLC | 51.10K | +32.6% | $355,138 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 83 | HighTower Advisors, LLC | 50.49K | +0.7% | $350,877 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Tidal Investments LLC | 49.30K | -4.9% | $342,614 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Holocene Advisors, LP | 46.89K | -89.8% | $325,886 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Envestnet Asset Management Inc | 45.52K | +54.7% | $316,380 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | TD Waterhouse Canada Inc. | 45.38K | +15.2% | $312,616 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Russell Investments Group, Ltd. | 41.71K | -34.6% | $289,908 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 89 | Manufacturers Life Insurance… | 37.78K | +10.3% | $262,557 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Osaic Holdings, Inc. | 36.03K | -8.9% | $250,402 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 91 | Squarepoint Ops LLC | 32.92K | -96.4% | $228,808 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Mitsubishi UFJ Trust & Banking Corp | 31.20K | -52.5% | $216,874 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 93 | Fifth Third Bancorp | 30.74K | +702.9% | $213,650 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Jones Financial Companies Lllp | 30.66K | +6.3% | $208,455 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Ensign Peak Advisors, Inc | 28.19K | 0.0% | $195,921 | 0.0% | Held | 2 | SEC ↗ |
| 96 | Deutsche Bank Ag\ | 27.45K | -92.1% | $190,806 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 97 | Pictet Asset Management Holding SA | 27.08K | -3.0% | $188,192 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | BNP Paribas Asset Management… | 26.42K | +639.8% | $183,606 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 99 | Amundi | 24.35K | -54.2% | $169,253 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | Universal- Beteiligungs- und… | 23.95K | -50.3% | $166,418 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $26.31M | 0.0% |
| Healthcare Of Ontario Pension… | $26.06M | 0.0% |
| Fairfax Financial | $22.75M | 1.2% |
| Hotchkis & Wiley Capital… | $11.54M | 0.0% |
Exited
| Hrt Financial Lp | $2.46M | was 0.0% |
| Federated Hermes, Inc. | $1.37M | was 0.0% |
| Mariner, LLC | $1.36M | was 0.0% |
| D. E. Shaw & Co. | $894,159 | was 0.0% |
| Assenagon Asset Management… | $780,813 | was 0.0% |
| Balyasny Asset Management L.P. | $145,250 | was 0.0% |
| Danske Bank A/S | $10,829 | was 0.0% |
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.
Jul 31
SC 13G — VANGUARD PORTFOLIO MANAGEMENT LLC
Jul 30
SC 13G/A — BlackRock, Inc.
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: Q1 2026 ·
Methodology ·
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