Security record
WEN
The Wendy's Company · Consumer Cyclical · Restaurants
110Tracked holders
-3Δ holders
151.22MShares held
$1.25BReported value
+7New positions
−12Exits
Momentum inputs (comparable managers):
holder breadth -2.7% ·
share flow -7.3% ·
net new positions -4.5%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Trian Fund Management ✦ | 30.47M | +0.1% | $252.58M | 6.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 2 | BlackRock ✦ (passive) | 26.31M | +21.1% | $218.15M | 0.0% | ▲ Add | 5 | SEC ↗ ×15 |
| 3 | Fairfax Financial ✦ | 8.01M | +144.9% | $66.29M | 2.5% | ▲ Add | 2 | SEC ↗ |
| 4 | Charles Schwab Investment… | 7.52M | +15.8% | $62.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Vanguard Capital Management Llc | 6.92M | +1.5% | $57.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 6.68M | -3.3% | $55.41M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 7 | State Street Global Advisors ✦ (passive) | 6.57M | +20.1% | $54.44M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 8 | Harris Associates (Oakmark) ✦ | 5.59M | -5.8% | $46.32M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 9 | Geode Capital Management ✦ (passive) | 4.27M | +44.4% | $35.41M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 10 | Morgan Stanley ✦ | 4.00M | -47.4% | $33.12M | 0.0% | ▼ Trim | 4 | SEC ↗ ×8 |
| 11 | Northern Trust Corp | 3.52M | +26.9% | $29.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 12 | Dimensional Fund Advisors Lp | 3.50M | +0.7% | $29.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 13 | Healthcare Of Ontario Pension Plan… | 2.48M | -34.0% | $20.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | UBS Group AG | 2.39M | -10.6% | $19.83M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 15 | Bank of New York Mellon Corp | 2.28M | +5.6% | $18.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 16 | Point72 Asset Management ✦ | 1.92M | +13167.3% | $15.88M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 17 | Hotchkis & Wiley Capital Management… | 1.91M | +15.1% | $15.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 1.87M | +60.2% | $15.50M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 19 | Invesco Ltd. | 1.70M | +4.8% | $14.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 20 | Connor, Clark & Lunn Investment… | 1.67M | -17.4% | $13.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Peak6 Llc | 1.47M | +306.6% | $12.19M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 1.49M | -52.3% | $12.09M | 0.0% | ▼ Trim | 9 | SEC ↗ ×6 |
| 23 | Two Sigma Investments ✦ | 1.37M | -63.9% | $11.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Gotham Asset Management ✦ | 1.35M | +47.5% | $11.19M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 1.26M | -71.9% | $10.47M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 26 | Susquehanna International Group, Llp | 1.14M | -23.0% | $9.42M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 27 | Quantinno Capital Management LP | 1.01M | +31.8% | $8.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Marshall Wace ✦ | 898.02K | -33.2% | $7.44M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 29 | Principal Financial Group Inc | 772.71K | +0.8% | $6.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 30 | Creative Planning | 575.51K | -16.0% | $4.77M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 31 | Nuveen, LLC | 573.76K | +35.2% | $4.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 32 | UBS AM, a distinct business unit of… | 481.36K | -9.8% | $3.99M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 33 | Ameriprise Financial Inc | 466.46K | +0.8% | $3.87M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 34 | Rhumbline Advisers | 447.43K | -18.0% | $3.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Baird Financial Group, Inc. | 435.11K | +13.0% | $3.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 36 | First Trust Advisors Lp | 425.83K | +22.3% | $3.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Legal & General Group Plc | 414.36K | +0.2% | $3.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 38 | American Century Companies Inc | 340.86K | +12.4% | $2.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Walleye Trading LLC | 338.25K | +355.2% | $2.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Swiss National Bank | 324.70K | +1.7% | $2.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Alliancebernstein L.P. | 364.55K | +114.7% | $2.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Group One Trading Llc | 266.95K | -6.6% | $2.21M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 43 | Barclays Plc | 259.69K | +8.6% | $2.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 44 | Simplex Trading, Llc | 256.87K | +87.9% | $2.13M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 45 | T. Rowe Price ✦ | 253.11K | +36.2% | $2.10M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 46 | Royal Bank Of Canada | 227.43K | -9.7% | $1.88M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 47 | JPMorgan Chase ✦ | 207.62K | -25.6% | $1.77M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 48 | Commonwealth Equity Services, Llc | 210.03K | +132.9% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Bnp Paribas Financial Markets | 193.46K | -7.7% | $1.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Raymond James Financial Inc | 192.44K | -7.3% | $1.60M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 51 | Deutsche Bank Ag\ | 189.02K | +588.5% | $1.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 52 | Renaissance Technologies ✦ | 185.78K | -92.1% | $1.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Bank Of Montreal /Can/ | 169.90K | +8.6% | $1.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 54 | Prudential Financial Inc | 167.92K | +15.4% | $1.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Citigroup Inc | 163.78K | -29.4% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 56 | LPL Financial LLC | 145.19K | -39.3% | $1.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Sei Investments Co | 143.08K | -34.6% | $1.19M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 58 | Fidelity (FMR) ✦ | 133.48K | -94.0% | $1.11M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 59 | Mirae Asset Global Investments Co.… | 132.12K | +19.4% | $1.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Bank Of Nova Scotia | 131.21K | -42.8% | $1.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Victory Capital Management Inc | 128.31K | +19.4% | $1.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Corient Private Wealth LP | 110.88K | +59.9% | $919,166 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | TD Waterhouse Canada Inc. | 82.94K | +82.8% | $741,482 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Manufacturers Life Insurance… | 86.90K | +130.0% | $720,418 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Wealth Enhancement Advisory… | 91.90K | +3.5% | $693,860 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Stifel Financial Corp | 77.05K | +36.5% | $638,786 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 67 | Zurcher Kantonalbank (Zurich… | 75.44K | -37.0% | $625,381 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 74.56K | New | $618,136 | 0.0% | New | 1 | SEC ↗ |
| 69 | Envestnet Asset Management Inc | 74.03K | +62.6% | $613,712 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Mitsubishi UFJ Trust & Banking Corp | 71.38K | +128.7% | $591,724 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 71 | Mariner, LLC | 67.41K | New | $558,804 | 0.0% | New | 1 | SEC ↗ |
| 72 | Captrust Financial Advisors | 66.30K | -15.2% | $549,663 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Osaic Holdings, Inc. | 65.50K | +81.8% | $543,038 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 74 | Russell Investments Group, Ltd. | 65.39K | +56.8% | $542,055 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 75 | Cetera Investment Advisers | 64.17K | -7.6% | $531,945 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | State Of Wisconsin Investment Board | 63.13K | +293.1% | $523,348 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Truist Financial Corp | 59.89K | +0.1% | $496,455 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 78 | Neuberger Berman Group LLC | 56.19K | +10.0% | $465,832 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 79 | State Board Of Administration Of… | 51.95K | -73.6% | $430,641 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Mercer Global Advisors Inc /Adv | 51.73K | -34.4% | $428,801 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | New York State Common Retirement… | 45.50K | -48.5% | $377,195 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Tidal Investments LLC | 44.72K | -9.3% | $370,762 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | D. E. Shaw & Co. ✦ | 43.07K | New | $357,025 | 0.0% | New | 1 | SEC ↗ |
| 84 | Cerity Partners LLC | 34.75K | -76.1% | $288,070 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 85 | Grantham, Mayo, Van Otterloo & Co.… | 30.68K | +60.1% | $254,362 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Focus Partners Wealth | 30.26K | -97.1% | $250,873 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Voya Investment Management Llc | 30.23K | +124.8% | $250,574 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Fifth Third Bancorp | 29.90K | -2.8% | $247,846 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Jones Financial Companies Lllp | 29.69K | -3.1% | $231,607 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | Jane Street Group, Llc | 26.35K | -98.5% | $218,417 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 91 | BNP Paribas Asset Management… | 25.05K | -5.2% | $207,690 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 92 | ProShare Advisors LLC | 23.14K | New | $191,822 | 0.0% | New | 1 | SEC ↗ |
| 93 | Pnc Financial Services Group, Inc. | 22.54K | +80.9% | $186,864 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 94 | Pictet Asset Management Holding SA | 22.16K | -18.2% | $183,698 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Universal- Beteiligungs- und… | 21.15K | -11.7% | $175,342 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Ensign Peak Advisors, Inc | 19.74K | -30.0% | $163,645 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Franklin Resources Inc | 17.01K | -91.5% | $141,038 | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 98 | CIBC Asset Management Inc | 16.10K | -2.3% | $133,486 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | CIBC Bancorp USA Inc. | 15.87K | +3.2% | $131,581 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 100 | Allspring Global Investments… | 14.41K | +14.5% | $125,187 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| MIRAE ASSET GLOBAL ETFS… | $618,136 | 0.0% |
| Mariner, LLC | $558,804 | 0.0% |
| D. E. Shaw & Co. | $357,025 | 0.0% |
| ProShare Advisors LLC | $191,822 | 0.0% |
Exited
| Arrowstreet Capital | $28.08M | was 0.0% |
| Millennium Management | $23.64M | was 0.0% |
| IMC-Chicago, LLC | $1.78M | was 0.0% |
| Bridgewater Associates | $374,946 | was 0.0% |
| HighTower Advisors, LLC | $350,877 | was 0.0% |
| Holocene Advisors, LP | $325,886 | was 0.0% |
| Squarepoint Ops LLC | $228,808 | was 0.0% |
| Amundi | $169,253 | was 0.0% |
| Nomura Holdings Inc | $151,510 | was 0.0% |
| Lido Advisors, LLC | $126,082 | was 0.0% |
| LMR Partners LLP | $102,777 | was 0.0% |
| Hsbc Holdings Plc | $76,760 | 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: Q2 2026 ·
Methodology ·
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