WEN · Wendy's Co · Shareholders & Ownership
$6.25
-0.03 (-0.48%)
At close · Oct 22
Return incl. dividend (before tax)
Market Cap
$1.20B
Shares
190.67M
Volume · Oct 21
5.5M
Avg daily vol (3M)
7.35M
Every disclosed holder of WEN in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns WEN
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 177,910,864 | 93.31% |
| Insiders (Forms 3, 4, 5) | 1,581,169 | 0.83% |
| 13D/G-only blocks | 1,061,703 | 0.56% |
| Remaining | 10,116,194 | 5.31% |
| Registered funds (N-PORT, not summed) | 67,711,036 | 35.51% |
Shares outstanding: 190,669,930, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of WEN
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
TRIAN FUND MANAGEMENT, L.P.
13F
CIK 1345471 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
30,468,434 | ||
| 1.1 |
|
20,514,751 | ||
| 2 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
26,314,724 | ||
| 2.1 |
BlackRock, Inc.
13G
CIK 2012383 · Holding company · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
24,419,760 | ||
| 2.2 |
iShares Core S&P Small-Cap ETF
Fund
S000004313 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
9,527,131 | ||
| 2.3 |
iShares Russell 2000 ETF
Fund
S000004344 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
4,217,519 | ||
| 2.4 |
iShares Russell 2000 Growth ETF
Fund
S000004343 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
1,419,300 | ||
| 2.5 |
iShares S&P Small-Cap 600 Value ETF
Fund
S000004316 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
1,359,920 | ||
| 3 |
|
15,207,995 | ||
| 4 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
10,301,732 | ||
| 4.1 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13G
CIK 2100121 · Registered investment adviser · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
10,450,899 | ||
| 5 |
FAIRFAX FINANCIAL HOLDINGS LTD/ CAN
13F
CIK 915191 · Insurance company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
8,005,627 | ||
| 6 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
7,523,646 | ||
| 6.1 |
Schwab U.S. Dividend Equity ETF
Fund
S000034163 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
3,761,968 | ||
| 6.2 |
Schwab Fundamental U.S. Small Company ETF
Fund
S000040878 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
1,260,177 | ||
| 6.3 |
Schwab U.S. Small-Cap ETF
Fund
S000026636 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
753,911 | ||
| 6.4 |
Schwab Fundamental U.S. Small Company Index Fund
Fund
S000016767 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
410,695 | ||
| 6.5 |
Schwab Small-Cap Index Fund
Fund
S000005912 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
393,541 | ||
| 7 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,924,310 | ||
| 8 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,684,034 | ||
| 9 |
|
6,566,985 | ||
| 9.1 |
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
Fund
S000041317 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
1,450,711 | ||
| 9.2 |
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF
Fund
S000006974 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
809,395 | ||
| 9.3 |
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF
Fund
S000039795 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
123,272 | ||
| 9.4 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
51,558 | ||
| 9.5 |
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF
Fund
S000006973 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
35,351 | ||
| 10 |
HARRIS ASSOCIATES L P
13F
CIK 813917 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,587,137 | ||
| 10.1 |
Oakmark Equity and Income Fund
Fund
S000002760 · Registered fund · Jun 30, 2026
HARRIS ASSOCIATES INVESTMENT TRUST, not summed
|
3,397,400 | ||
| 11 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
4,851,270 | ||
| 12 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,270,644 | ||
| 13 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,995,468 | ||
| 13.1 |
E*TRADE No Fee Total Market Index Fund
Fund
S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
854 | ||
| 14 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,518,292 | ||
| 14.1 |
Small Cap Index Fund
Fund
S000001245 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
82,267 | ||
| 14.2 |
Income Equity Fund
Fund
S000001269 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
48,322 | ||
| 14.3 |
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund
S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
45,978 | ||
| 14.4 |
Small Cap Core Fund
Fund
S000001244 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
17,795 | ||
| 15 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,499,298 | ||
| 15.1 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
901,219 | ||
| 15.2 |
U.S. CORE EQUITY 2 PORTFOLIO
Fund
S000000980 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
310,246 | ||
| 15.3 |
U.S. CORE EQUITY 1 PORTFOLIO
Fund
S000000979 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
309,341 | ||
| 15.4 |
U.S. MICRO CAP PORTFOLIO
Fund
S000000948 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
247,565 | ||
| 15.5 |
Dimensional U.S. Small Cap ETF
Fund
S000070906 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
239,300 | ||
| 16 |
VANGUARD SMALL-CAP INDEX FUND
Fund
S000002845 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
3,491,260 | ||
| 17 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
13F
CIK 1535845 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,475,000 | ||
| 18 |
|
2,392,515 | ||
| 19 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,280,217 | ||
| 20 |
VANGUARD SMALL-CAP VALUE INDEX FUND
Fund
S000002847 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
2,213,804 | ||
| 21 |
Point72 Asset Management, L.P.
13F
CIK 1603466 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,915,535 | ||
| 22 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
13F
CIK 1164833 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,911,960 | ||
| 22.1 |
Hotchkis and Wiley Small Cap Diversified Value Fund
Fund
S000045868 · Registered fund · Jun 30, 2026
HOTCHKIS & WILEY FUNDS/DE/, not summed
|
560,700 | ||
| 23 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,869,697 | ||
| 23.1 |
Goldman Sachs Small Cap Growth Insights Fund
Fund
S000014930 · Registered fund · Jul 31, 2026
Goldman Sachs Trust, not summed
|
8,806 | ||
| 23.2 |
Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
Fund
S000083005 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
1,232 | ||
| 23.3 |
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
Fund
S000083006 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
1,228 | ||
| 23.4 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Jun 30, 2026
GOLDMAN SACHS TRUST, not summed
|
398 | ||
| 24 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,808,614 | ||
| 25 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,702,730 | ||
| 25.1 |
Invesco RAFI US 1500 Small-Mid ETF
Fund
S000013120 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
712,504 | ||
| 25.2 |
Invesco S&P SmallCap 600 Revenue ETF
Fund
S000064596 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
342,643 | ||
| 25.3 |
Invesco S&P SmallCap High Dividend Low Volatility ETF
Fund
S000055539 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
219,367 | ||
| 25.4 |
Invesco BuyBack AchieversTM ETF
Fund
S000013111 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
175,091 | ||
| 25.5 |
Invesco Russell 1000 Equal Weight ETF
Fund
S000047524 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
59,589 | ||
| 26 |
Connor, Clark & Lunn Investment Management Ltd.
13F
CIK 1596800 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,667,124 | ||
| 27 |
Jupiter Topco LLC
13F
CIK 2146052 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,529,010 | ||
| 27.1 |
Janus Henderson Small/Mid Cap Growth Alpha ETF
Fund
S000052564 · Registered fund · Jul 31, 2026
Janus Detroit Street Trust, not summed
|
1,480,199 | ||
| 27.2 |
Janus Henderson Small Cap Growth Alpha ETF
Fund
S000052563 · Registered fund · Jul 31, 2026
Janus Detroit Street Trust, not summed
|
504,285 | ||
| 28 |
AQR CAPITAL MANAGEMENT LLC
13F
CIK 1167557 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,485,727 | ||
| 28.1 |
AQR Trend Total Return Fund
Fund
S000074759 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
41,005 | ||
| 29 |
PEAK6 LLC
13F
CIK 1389958 · Broker-dealer · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,470,384 | ||
| 30 |
TWO SIGMA INVESTMENTS, LP
13F
CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,368,445 | ||
| 31 |
Gotham Asset Management, LLC
13F
CIK 1510387 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,350,030 | ||
| 32 |
VANGUARD TAX-MANAGED SMALL-CAP FUND
Fund
S000004387 · Registered fund · Jun 30, 2026
VANGUARD TAX-MANAGED FUNDS, not summed
|
1,283,312 | ||
| 33 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,263,315 | ||
| 34 |
Advisors Asset Management, Inc.
13F
CIK 1297376 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,201,350 | ||
| 35 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
CIK 1446194 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,136,738 | ||
| 36 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,123,827 | ||
| 37 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
13G
CIK 912938 · Registered investment adviser · Sep 30, 2024
Rule 13d-1(b), qualified institution
|
1,061,703 | ||
| 38 |
Quantinno Capital Management LP
13F
CIK 1759654 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,010,203 | ||
| 39 |
State Farm Growth Fund
Fund
S000071157 · Registered fund · Jun 30, 2026
Advisers Investment Trust, not summed
|
1,002,700 | ||
| 40 |
WisdomTree U.S. SmallCap Dividend Fund
Fund
S000012394 · Registered fund · Jun 30, 2026
WisdomTree Trust, not summed
|
983,461 | ||
| 41 |
ELEMENT CAPITAL MANAGEMENT LLC
13F
CIK 1535630 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
900,000 | ||
| 42 |
MARSHALL WACE, LLP
13F
CIK 1318757 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
898,018 | ||
| 43 |
PRINCIPAL FINANCIAL GROUP INC
13F
CIK 1126328 · Insurance company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
772,710 | ||
| 43.1 |
SmallCap Value Fund II
Fund
S000007169 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
338,966 | ||
| 43.2 |
SmallCap S&P 600 Index Fund
Fund
S000007203 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
116,483 | ||
| 43.3 |
SmallCap Growth Fund I
Fund
S000007175 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
13,314 | ||
| 44 |
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
Fund
S000014011 · Registered fund · Jul 31, 2026
VANGUARD WHITEHALL FUNDS, not summed
|
643,968 | ||
| 45 |
VANGUARD CONSUMER DISCRETIONARY INDEX FUND
Fund
S000004446 · Registered fund · May 31, 2026
VANGUARD WORLD FUND, not summed
|
642,275 | ||
| 46 |
ALPS ADVISORS INC
13F
CIK 1376113 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
589,428 | ||
| 46.1 |
ALPS | OShares U.S. Small-Cap Quality Dividend ETF
Fund
S000075798 · Registered fund · May 31, 2026
ALPS ETF TRUST, not summed
|
555,292 | ||
| 47 |
Quinn Opportunity Partners LLC
13F
CIK 1633275 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
586,053 | ||
| 48 |
Creative Planning
13F
CIK 1540235 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
575,506 | ||
| 49 |
|
573,757 | ||
| 49.1 |
Nuveen Small Cap Blend Index Fund
Fund
S000005367 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
217,189 | ||
| 49.2 |
Nuveen ESG Small-Cap ETF
Fund
S000055815 · Registered fund · Jul 31, 2026
NuShares ETF Trust, not summed
|
153,871 | ||
| 49.3 |
Nuveen Equity Index Fund
Fund
S000005360 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
149,352 | ||
| 49.4 |
Nuveen Life Stock Index Fund
Fund
S000005094 · Registered fund · Jun 30, 2026
TIAA-CREF Life Funds, not summed
|
2,362 | ||
| 49.5 |
TIAA Separate Account VA-1 - Stock Index Account
Fund
S000005098 · Registered fund · Jun 30, 2026
TIAA Separate Account VA-1, not summed
|
652 | ||
| 50 |
Soviero Asset Management, LP
13F
CIK 1755622 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
570,000 |
30 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 526 holders
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