Wendy's Company Ownership 2024 | Who Owns Wendy's Company Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

49.82%

Insider Ownership

8.98%

Retail Ownership

41.20%

Institutional Holders

326.00

Wendy's Company Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
TRIAN FUND MANAGEMENT, L.P.15.34%13.03%31,507,86840,7180.13%534,373,441Jun 30, 2024
VANGUARD GROUP INC10.58%0.01%21,733,348636,2533.02%368,597,583Jun 30, 2024
BLACKROCK INC.9.55%0.01%19,605,130-147,190-0.75%332,503,007Jun 30, 2024
HARRIS ASSOCIATES L P4.62%0.27%9,491,889848,8149.82%160,982,438Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC3.32%0.18%6,813,7862,960,52676.83%115,561,804Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2.94%0.02%6,035,41476,9791.29%102,360,621Jun 30, 2024
STATE STREET CORP2.51%0.00%5,149,7928100.02%87,340,472,000Jun 30, 2024
JPMORGAN CHASE & CO2.47%0.01%5,077,353-834,628-14.12%86,111,917Jun 30, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC2.47%0.14%5,069,464-274,654-5.14%85,978,102Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP1.99%0.02%4,094,69470,5141.75%69,446,185Jun 30, 2024
SQUAREPOINT OPS LLC1.70%0.10%3,491,3761,856,970113.62%59,213,737Jun 30, 2024
JANUS HENDERSON GROUP PLC1.48%0.03%3,040,701-280,574-8.45%51,569,883Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.45%0.00%2,981,96167,5452.32%50,586,861Jun 30, 2024
ROYAL BANK OF CANADA1.41%0.01%2,888,957-218,613-7.03%48,995,000Jun 30, 2024
BANK OF NEW YORK MELLON CORP1.34%0.01%2,745,202102,5123.88%46,558,630Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.1.21%0.11%2,481,4002,481,400100.00%42,084,544Jun 30, 2024
MORGAN STANLEY1.16%0.00%2,383,237637,42336.51%40,419,727Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.98%0.02%2,020,090-1,080,392-34.85%34,260,726Jun 30, 2024
TWO SIGMA INVESTMENTS, LP0.76%0.06%1,556,404-467,839-23.11%26,396,612Jun 30, 2024
INVESCO LTD.0.71%0.01%1,461,651222,16017.92%24,789,600Jun 30, 2024

Wendy's Company's largest institutional shareholder is TRIAN FUND MANAGEMENT, L.P., holding 15.34% of the company's total share outstanding, currently valued at $534.37M. The top 10 institutional shareholders own together 55.79% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
TRIAN FUND MANAGEMENT, L.P.15.34%13.03%31,507,86840,7180.13%534,373,441Jun 30, 2024
DEAN CAPITAL MANAGEMENT0.05%2.34%107,2176,7336.70%1,818,400Jun 30, 2024
JOSEPH GROUP CAPITAL MANAGEMENT0.05%0.84%95,22812,19114.68%1,615,067Jun 30, 2024
VELA INVESTMENT MANAGEMENT, LLC0.07%0.75%141,642--2,402,248Jun 30, 2024
SANDLER CAPITAL MANAGEMENT0.19%0.73%400,000-378,000-48.59%6,784,000Jun 30, 2024
DEAN INVESTMENT ASSOCIATES, LLC0.14%0.70%290,576-2,953-1.01%4,928,169Jun 30, 2024
NEO IVY CAPITAL MANAGEMENT0.08%0.57%170,264170,264100.00%2,888,000Jun 30, 2024
CADENCE BANK0.21%0.54%424,7044,3091.02%7,202,978Jun 30, 2024
NORTH STAR INVESTMENT MANAGEMENT CORP.0.14%0.35%282,684-7,992-2.75%4,794,321Jun 30, 2024
BOYAR ASSET MANAGEMENT INC.0.01%0.35%30,02170.02%509,161Jun 30, 2024
NCM CAPITAL MANAGEMENT, LLC0.02%0.34%37,69510,00036.11%639,305Jun 30, 2024
GRADIENT INVESTMENTS LLC0.40%0.31%825,694-12,986-1.55%14,003,762Jun 30, 2024
HORIZON KINETICS ASSET MANAGEMENT LLC0.49%0.30%1,001,832-63,570-5.97%16,991,077Jun 30, 2024
HARRIS ASSOCIATES L P4.62%0.27%9,491,889848,8149.82%160,982,438Jun 30, 2024
TOWERVIEW LLC0.01%0.25%22,500-5,000-18.18%381,600Jun 30, 2024
LEGATO CAPITAL MANAGEMENT LLC0.05%0.24%107,2176,7336.70%1,818,400Jun 30, 2024
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP0.32%0.23%650,000650,000100.00%11,017,500Jun 30, 2024
AIGEN INVESTMENT MANAGEMENT, LP0.03%0.21%64,24564,245100.00%1,089,595Jun 30, 2024
MCDONALD PARTNERS LLC0.02%0.21%45,1995461.22%766,585Jun 30, 2024
AXQ CAPITAL, LP0.02%0.19%46,72546,725100.00%792,456Jun 30, 2024

The largest Wendy's Company shareholder by % of total assets is TRIAN FUND MANAGEMENT, L.P.. The company owns 31.51M shares of Wendy's Company (WEN), representing 13.03% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
AQR CAPITAL MANAGEMENT LLC3.32%0.18%6,813,7862,960,52676.83%115,561,804Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.1.21%0.11%2,481,4002,481,400100.00%42,084,544Jun 30, 2024
SQUAREPOINT OPS LLC1.70%0.10%3,491,3761,856,970113.62%59,213,737Jun 30, 2024
ASSENAGON ASSET MANAGEMENT S.A.0.49%0.04%1,007,9041,007,904100.00%17,094,052Jun 30, 2024
HARRIS ASSOCIATES L P4.62%0.27%9,491,889848,8149.82%160,982,438Jun 30, 2024
BANK OF MONTREAL /CAN/0.42%0.00%866,878746,376619.39%14,710,919Jun 30, 2024
NORGES BANK0.33%0.00%685,982685,982100.00%11,634,255Jun 30, 2024
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP0.32%0.23%650,000650,000100.00%11,017,500Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.31%0.03%644,615644,615100.00%10,932,670Jun 30, 2024
MORGAN STANLEY1.16%0.00%2,383,237637,42336.51%40,419,727Jun 30, 2024
VANGUARD GROUP INC10.58%0.01%21,733,348636,2533.02%368,597,583Jun 30, 2024
GOLDMAN SACHS GROUP INC0.38%0.00%787,358361,32784.81%13,353,589Jun 30, 2024
FIRST TRUST ADVISORS LP0.23%0.01%468,736316,661208.23%7,949,762Jun 30, 2024
WALLEYE CAPITAL LLC0.13%0.01%268,579255,8942017.30%4,555,100Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.26%0.00%541,091253,07687.87%9,176,904Jun 30, 2024
INVESCO LTD.0.71%0.01%1,461,651222,16017.92%24,789,600Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.10%0.02%211,252211,252100.00%3,582,834Jun 30, 2024
GOLDMAN SACHS GROUP INC0.10%0.00%200,000200,000100.00%3,392,000Jun 30, 2024
FEDERATED HERMES, INC.0.21%0.02%438,952199,07882.99%7,444,625,000Jun 30, 2024
NORTHERN TRUST CORP0.62%0.00%1,267,197176,87416.22%21,491,661,000Jun 30, 2024

As of Jun 30 2024, Wendy's Company's largest institutional buyer is AQR CAPITAL MANAGEMENT LLC. The company purchased 2.96M stocks of WEN, valued at $115.56M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MASSACHUSETTS FINANCIAL SERVICES CO /MA/0.52%0.01%1,069,077-4,722,531-81.54%18,131,546Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.98%0.02%2,020,090-1,080,392-34.85%34,260,726Jun 30, 2024
JPMORGAN CHASE & CO2.47%0.01%5,077,353-834,628-14.12%86,111,917Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.23%0.01%468,243-688,826-59.53%7,941,401Jun 30, 2024
MAN GROUP PLC----478,345-100.00%-Jun 30, 2024
TWO SIGMA INVESTMENTS, LP0.76%0.06%1,556,404-467,839-23.11%26,396,612Jun 30, 2024
SANDLER CAPITAL MANAGEMENT0.19%0.73%400,000-378,000-48.59%6,784,000Jun 30, 2024
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM0.40%0.01%825,295-372,302-31.09%13,997,003Jun 30, 2024
BAIRD FINANCIAL GROUP, INC.----346,005-100.00%-Jun 30, 2024
FMR LLC0.12%0.00%239,622-333,631-58.20%4,063,994Jun 30, 2024
JANUS HENDERSON GROUP PLC1.48%0.03%3,040,701-280,574-8.45%51,569,883Jun 30, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC2.47%0.14%5,069,464-274,654-5.14%85,978,102Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC0.28%0.00%565,996-272,852-32.53%9,599,292Jun 30, 2024
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.----268,789-100.00%-Jun 30, 2024
ENVESTNET ASSET MANAGEMENT INC0.01%0.00%14,612-265,391-94.78%247,822Jun 30, 2024
NICHOLAS COMPANY, INC.0.10%0.06%195,160-253,425-56.49%3,309,914Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----222,582-100.00%-Jun 30, 2024
ROYAL BANK OF CANADA1.41%0.01%2,888,957-218,613-7.03%48,995,000Jun 30, 2024
CAPSTONE INVESTMENT ADVISORS, LLC0.03%0.00%62,220-192,849-75.61%1,055,251Jun 30, 2024
AQUATIC CAPITAL MANAGEMENT LLC0.04%0.05%77,800-184,400-70.33%1,319,488Jun 30, 2024

As of Jun 30 2024, Wendy's Company's biggest institutional seller is MASSACHUSETTS FINANCIAL SERVICES CO /MA/. The company sold -4.72M shares of WEN, valued at $18.13M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
POINT72 ASSET MANAGEMENT, L.P.1.21%0.11%2,481,4002,481,400100.00%42,084,544Jun 30, 2024
ASSENAGON ASSET MANAGEMENT S.A.0.49%0.04%1,007,9041,007,904100.00%17,094,052Jun 30, 2024
NORGES BANK0.33%0.00%685,982685,982100.00%11,634,255Jun 30, 2024
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP0.32%0.23%650,000650,000100.00%11,017,500Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.31%0.03%644,615644,615100.00%10,932,670Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.10%0.02%211,252211,252100.00%3,582,834Jun 30, 2024
GOLDMAN SACHS GROUP INC0.10%0.00%200,000200,000100.00%3,392,000Jun 30, 2024
NEO IVY CAPITAL MANAGEMENT0.08%0.57%170,264170,264100.00%2,888,000Jun 30, 2024
TREXQUANT INVESTMENT LP0.08%0.04%158,574158,574100.00%2,689,415Jun 30, 2024
CONCURRENT INVESTMENT ADVISORS, LLC0.05%0.05%97,07697,076100.00%1,646,411Jun 30, 2024
NOMURA HOLDINGS INC0.03%0.00%66,71366,713100.00%1,131,452Jun 30, 2024
AIGEN INVESTMENT MANAGEMENT, LP0.03%0.21%64,24564,245100.00%1,089,595Jun 30, 2024
CANADA PENSION PLAN INVESTMENT BOARD0.03%0.00%60,70060,700100.00%1,029,472Jun 30, 2024
ATRIA INVESTMENTS, INC0.03%0.01%52,85652,856100.00%896,437Jun 30, 2024
REGAL INVESTMENT ADVISORS LLC0.02%0.05%47,43947,439100.00%804,564Jun 30, 2024
WELLS FARGO & COMPANY/MN0.02%0.00%40,00040,000100.00%678,400Jun 30, 2024
TWO SIGMA SECURITIES, LLC0.02%0.01%39,70039,700100.00%673,312Jun 30, 2024
PALLAS CAPITAL ADVISORS LLC0.02%0.03%38,85438,854100.00%702,092Jun 30, 2024
ROTHSCHILD INVESTMENT LLC0.02%0.04%35,10035,100100.00%595,296Jun 30, 2024
STATE OF TENNESSEE, TREASURY DEPARTMENT0.02%0.00%35,00035,000100.00%593,600Jun 30, 2024
QUINN OPPORTUNITY PARTNERS LLC0.02%0.07%34,00034,000100.00%576,640Jun 30, 2024
PALOMA PARTNERS MANAGEMENT CO0.01%0.01%30,83830,838100.00%523,012Jun 30, 2024
GTS SECURITIES LLC0.01%0.00%30,70030,700100.00%520,672Jun 30, 2024
CAPITAL FUND MANAGEMENT S.A.0.01%0.00%30,20030,200100.00%512,192Jun 30, 2024
FRANK, RIMERMAN ADVISORS LLC0.01%0.03%27,15627,156100.00%460,566Jun 30, 2024
TWO SIGMA SECURITIES, LLC0.01%0.01%25,20025,200100.00%427,392Jun 30, 2024
EMPOWERED FUNDS, LLC0.01%0.01%21,97921,979100.00%372,764Jun 30, 2024
CLEARALPHA TECHNOLOGIES LP0.01%0.10%17,71017,710100.00%300,362Jun 30, 2024
ALGERT GLOBAL LLC0.01%0.01%17,59917,599100.00%298,000Jun 30, 2024
HARDY REED LLC0.01%0.03%17,11017,110100.00%290,186Jun 30, 2024
OMERS ADMINISTRATION CORP0.01%0.00%16,60016,600100.00%281,536Jun 30, 2024
AVANTAX ADVISORY SERVICES, INC.0.01%0.00%15,38615,386100.00%260,953Jun 30, 2024
OPTIMIST RETIREMENT GROUP LLC0.01%0.13%14,95114,951100.00%253,569Jun 30, 2024
MERIT FINANCIAL GROUP, LLC0.01%0.01%14,64714,647100.00%248,413Jun 30, 2024
SYM FINANCIAL CORP0.01%0.04%13,69513,695100.00%232,267Jun 30, 2024
FOUNDATIONS INVESTMENT ADVISORS, LLC0.01%0.00%11,97811,978100.00%203,148Jun 30, 2024
PROBITY ADVISORS, INC.0.01%0.04%10,97410,974100.00%186,119Jun 30, 2024
INDEPENDENT ADVISOR ALLIANCE0.01%0.01%10,91610,916100.00%185,135Jun 30, 2024
ARETE WEALTH ADVISORS, LLC0.01%0.01%10,41710,417100.00%176,000Jun 30, 2024
BUCKINGHAM STRATEGIC WEALTH, LLC0.00%0.00%10,08910,089100.00%171,115Jun 30, 2024
VIKING FUND MANAGEMENT LLC0.00%0.02%5,0005,000100.00%84,800Jun 30, 2024
JONES FINANCIAL COMPANIES LLLP0.00%-1,2511,251100.00%21,223Jun 30, 2024
CULLEN/FROST BANKERS, INC.0.00%0.00%1,0761,076100.00%18,249Jun 30, 2024
CULTIVAR CAPITAL, INC.0.00%0.01%850850100.00%14,416Jun 30, 2024
COPPELL ADVISORY SOLUTIONS LLC0.00%0.00%704704100.00%11,940Jun 30, 2024
STONE HOUSE INVESTMENT MANAGEMENT, LLC0.00%0.00%505505100.00%8,565Jun 30, 2024
BANGOR SAVINGS BANK0.00%0.00%500500100.00%8,480Jun 30, 2024
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.0.00%0.00%300300100.00%5,088Jun 30, 2024
IBEX WEALTH ADVISORS0.00%0.00%173173100.00%2,930Jun 30, 2024
RED TORTOISE LLC0.00%0.00%134134100.00%2,273Jun 30, 2024
SMARTLEAF ASSET MANAGEMENT LLC0.00%0.00%117117100.00%1,981Jun 30, 2024
TRIAD WEALTH PARTNERS, LLC-0.00%8787100.00%1,476Jun 30, 2024
INNEALTA CAPITAL, LLC-0.00%8484100.00%1,425Jun 30, 2024
ASHTON THOMAS PRIVATE WEALTH, LLC--4141100.00%695Jun 30, 2024
GHP INVESTMENT ADVISORS, INC.--2323100.00%391Jun 30, 2024
OPTIVER HOLDING B.V.--2121100.00%356Jun 30, 2024

Wendy's Company's largest new institutional shareholder by number of shares is POINT72 ASSET MANAGEMENT, L.P., purchased 2.48M shares, valued at $42.08M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MAN GROUP PLC----478,345-100.00%-Jun 30, 2024
BAIRD FINANCIAL GROUP, INC.----346,005-100.00%-Jun 30, 2024
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.----268,789-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----222,582-100.00%-Jun 30, 2024
TWINBEECH CAPITAL LP----157,969-100.00%-Jun 30, 2024
WELLS FARGO & COMPANY/MN----152,800-100.00%-Jun 30, 2024
QSEMBLE CAPITAL MANAGEMENT, LP----146,503-100.00%-Jun 30, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.----141,727-100.00%-Jun 30, 2024
HRT FINANCIAL LP----129,581-100.00%-Jun 30, 2024
SAVOIR FAIRE CAPITAL MANAGEMENT, L.P.----82,216-100.00%-Jun 30, 2024
NUMERAI GP LLC----73,202-100.00%-Jun 30, 2024
BRIDGEFRONT CAPITAL, LLC----55,229-100.00%-Jun 30, 2024
UBS GROUP AG----50,000-100.00%-Jun 30, 2024
TEZA CAPITAL MANAGEMENT LLC----49,027-100.00%-Jun 30, 2024
ALLIANZ ASSET MANAGEMENT GMBH----44,198-100.00%-Jun 30, 2024
WESBANCO BANK INC----42,915-100.00%-Jun 30, 2024
LINDEN THOMAS ADVISORY SERVICES, LLC----32,727-100.00%-Jun 30, 2024
JUMP FINANCIAL, LLC----30,000-100.00%-Jun 30, 2024
NEXPOINT ASSET MANAGEMENT, L.P.----20,871-100.00%-Jun 30, 2024
BOOTHBAY FUND MANAGEMENT, LLC----14,958-100.00%-Jun 30, 2024
LOS ANGELES CAPITAL MANAGEMENT LLC----13,107-100.00%-Jun 30, 2024
PHOENIX HOLDINGS LTD.----13,000-100.00%-Jun 30, 2024
OPPENHEIMER & CO INC----12,245-100.00%-Jun 30, 2024
CAPULA MANAGEMENT LTD----11,982-100.00%-Jun 30, 2024
BEVERLY HILLS PRIVATE WEALTH, LLC----11,427-100.00%-Jun 30, 2024
SEMANTEON CAPITAL MANAGEMENT, LP----11,122-100.00%-Jun 30, 2024
STRATOS WEALTH PARTNERS, LTD.----10,872-100.00%-Jun 30, 2024
IMPACT PARTNERSHIP WEALTH, LLC----10,704-100.00%-Jun 30, 2024
PEAK6 INVESTMENTS LLC----4,000-100.00%-Jun 30, 2024
HEADLANDS TECHNOLOGIES LLC----3,566-100.00%-Jun 30, 2024
SYSTEMATIC PORTFOLIOS LLC----3,561-100.00%-Jun 30, 2024
ABICH FINANCIAL WEALTH MANAGEMENT LLC----2,359-100.00%-Jun 30, 2024
GOODWIN INVESTMENT ADVISORY----554-100.00%-Jun 30, 2024
GOALVEST ADVISORY LLC----340-100.00%-Jun 30, 2024
VITALSTONE FINANCIAL, LLC----149-100.00%-Jun 30, 2024
MAIN STREET GROUP, LTD----43-100.00%-Jun 30, 2024
ADVISORNET FINANCIAL, INC----41-100.00%-Jun 30, 2024
FIRST MANHATTAN CO. LLC.----29-100.00%-Jun 30, 2024
OPAL WEALTH ADVISORS, LLC----15-100.00%-Jun 30, 2024
TFO-TDC, LLC----4-100.00%-Jun 30, 2024

Wendy's Company's largest sold out institutional shareholder by shares sold is MAN GROUP PLC, sold -0.48M shares, valued at -, as of undefined.

Wendy's Company Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
Nuveen Multi-Market Income Fund1.39%967,500--Mar 31, 2024
TOUCHSTONE VARIABLE SERIES TRUST1.10%894,937--Mar 31, 2024
Nuveen Multi-Market Income Fund0.81%563,944-1,502-0.27%Mar 31, 2024
DEUTSCHE DWS VARIABLE SERIES I0.77%275,000--Mar 31, 2024
MFS SERIES TRUST XI0.75%3,600,969-1,850,857-33.95%Mar 31, 2024
Infusive US Trust0.74%3,491--Mar 31, 2022
Nuveen Multi-Market Income Fund0.65%448,733-1,258-0.28%Mar 31, 2024
Voya Global Advantage & Premium Opportunity Fund0.63%39,094-1,222-3.03%Feb 29, 2024
Cavanal Hill Funds0.63%1,304,976-3,648-0.28%Feb 29, 2024
T. Rowe Price Corporate Income Fund, Inc.0.61%3,568,500--Feb 29, 2024
WANGER ADVISORS TRUST0.58%317,034--Mar 31, 2024
NICHOLAS Ltd EDITION, INC.0.58%192,620--Dec 31, 2023
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND0.58%118,296-3,803-3.11%Feb 29, 2024
Nuveen Multi-Market Income Fund0.56%389,037-1,050-0.27%Mar 31, 2024
DEUTSCHE DWS INVESTMENT TRUST0.55%1,694,735--Jan 31, 2024
PFM Multi-Manager Series Trust0.55%451,250--Dec 31, 2023
NICHOLAS II, INC0.52%244,745--Dec 31, 2023
DEUTSCHE DWS PORTFOLIO TRUST0.47%2,186,667--Jan 31, 2024
VELA Funds0.45%150,000--Dec 31, 2023
BlackRock Advantage SMID Cap Fund, Inc.0.44%84,320--Mar 28, 2024
Columbia Funds Variable Series Trust II0.42%13,590,937--Mar 31, 2024
CORNERCAP GROUP OF FUNDS /VA/0.40%29,180--Sep 30, 2022
AMERICAN CENTURY VARIABLE PORTFOLIOS II INC0.40%3,448,937--Mar 31, 2024
VELA Funds0.38%127,74232,12533.60%Dec 31, 2023
SPDR S&P MIDCAP 400 ETF TRUST0.35%1,365,96311,5340.85%Mar 28, 2024
Invesco Bond Fund0.34%629,779-1,695-0.27%Feb 29, 2024
OSI ETF Trust0.33%58,181--Mar 31, 2022
Virtus Global Multi-Sector Income Fund0.33%513,187--Feb 29, 2024
KINETICS PORTFOLIOS TRUST0.32%573,000-18,200-3.08%Mar 31, 2024
DELAWARE VIP TRUST0.32%1,136,812--Mar 28, 2024
HARBOR FUNDS0.30%7,023,243-18,667-0.27%Jan 31, 2024
NORTHERN LIGHTS FUND TRUST II0.28%3,171,000--Feb 29, 2024
Nuveen S&P 500 Dynamic Overwrite Fund0.25%7,284--Mar 31, 2024
COLUMBIA ACORN TRUST0.24%773,109--Mar 31, 2024
BNY MELLON MIDCAP INDEX FUND, INC.0.24%103,309-6,602-6.01%Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS0.23%119,577--Mar 31, 2024
MASTER LARGE CAP SERIES LLC0.22%198,854--Mar 31, 2022
DELAWARE GROUP GOVERNMENT FUND0.21%939,969-2,530-0.27%Jan 31, 2024
Virtus Total Return Fund Inc.0.19%368,150--Feb 29, 2024
ANCORA TRUST0.18%37,550--Mar 31, 2024
TIAA-CREF LIFE FUNDS0.18%483,750--Mar 31, 2024
Collaborative Investment Series Trust0.17%26,385--Mar 31, 2024
DEUTSCHE DWS VARIABLE SERIES II0.17%410,394-1,055-0.26%Mar 31, 2024
Voya Separate Portfolios Trust0.15%3,578,250--Feb 29, 2024
COMMERCE FUNDS0.14%2,902,500--Jan 31, 2024
AMERICAN CENTURY GOVERNMENT INCOME TRUST0.14%6,649,750--Mar 31, 2024
NEW COVENANT FUNDS0.14%602,493-1,601-0.27%Dec 31, 2023
HARTFORD SERIES FUND INC0.13%5,824,922--Mar 31, 2024
DEUTSCHE DWS MARKET TRUST0.13%2,501,847-6,417-0.26%Jan 31, 2024
COMMERCE FUNDS0.13%2,699,951-7,548-0.28%Jan 31, 2024
American Beacon Institutional Funds Trust0.13%272,974-725-0.27%Jan 31, 2024
VANGUARD FENWAY FUNDS0.13%3,240,1721,213,96759.91%Mar 31, 2024
DEUTSCHE DWS VARIABLE SERIES I0.13%45,875--Mar 31, 2024
TOUCHSTONE FUNDS GROUP TRUST0.12%3,216,937--Mar 31, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.12%299,250--Mar 31, 2024
Guardian Variable Products Trust0.12%1,960,000--Mar 31, 2024
HARTFORD SERIES FUND INC0.11%4,944,100--Mar 31, 2024
SYNTAX ETF TRUST0.11%3,4341404.25%Mar 31, 2024
DELAWARE GROUP ADVISER FUNDS0.11%4,455,337--Jan 31, 2024
T. Rowe Price Capital Appreciation Fund, Inc.0.11%24,157,507--Mar 31, 2024
PENN SERIES FUNDS INC0.11%3,106,642--Mar 28, 2024
TIAA-CREF LIFE FUNDS0.10%281,972-751-0.27%Mar 31, 2024
Nuveen Core Equity Alpha Fund0.10%7,217--Mar 31, 2024
MASTER ADVANTAGE SMID CAP LLC0.10%12,43812,438-Dec 31, 2020
Voya Separate Portfolios Trust0.10%2,418,750--Feb 29, 2024
AMERICAN CENTURY INVESTMENT TRUST0.10%13,865,250--Mar 31, 2024
GABELLI EQUITY TRUST INC0.09%117,000--Dec 29, 2023
Voya INVESTORS TRUST0.09%4,999,072--Mar 31, 2024
JOHN HANCOCK INCOME SECURITIES TRUST0.09%290,080--Jan 31, 2024
JOHN HANCOCK SOVEREIGN BOND FUND0.09%25,214,066-67,016-0.27%Feb 29, 2024
Federated Hermes Index Trust0.08%18,157-4,061-18.28%Jan 31, 2024
VANGUARD ADMIRAL FUNDS0.08%340,325-8,365-2.40%Feb 29, 2024
DELAWARE POOLED TRUST0.07%77,400--Jan 31, 2024
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS)0.07%6,299,886-17,613-0.28%Feb 29, 2024
Voya Separate Portfolios Trust0.07%1,723,500--Feb 29, 2024
NEW COVENANT FUNDS0.07%305,994-855-0.28%Dec 31, 2023
ADVISORS' INNER CIRCLE FUND0.07%1,654,062--Jan 31, 2024
JANUS ASPEN SERIES0.07%2,859,630--Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.07%252,177--Jan 31, 2024
Voya BALANCED PORTFOLIO INC0.06%97,249-250-0.26%Mar 31, 2024
NUVEEN INVESTMENT FUNDS INC0.06%2,201,062--Jan 31, 2024
Voya BALANCED PORTFOLIO INC0.06%96,750--Mar 31, 2024
T. Rowe Price Small-Cap Value Fund, Inc.0.06%499,800--Mar 31, 2024
DEUTSCHE DWS VARIABLE SERIES II0.06%154,800--Mar 31, 2024
Voya BALANCED PORTFOLIO INC0.06%93,743-253-0.27%Mar 31, 2024
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS)0.06%5,400,124-14,537-0.27%Feb 29, 2024
HARRIS ASSOCIATES INVESTMENT TRUST0.06%5,567,6001,645,80041.97%Mar 31, 2024
AMG Funds II0.06%27,305--Mar 28, 2024
PRAXIS MUTUAL FUNDS0.06%674,987-1,887-0.28%Dec 31, 2023
COMMERCE FUNDS0.06%1,218,636-3,238-0.27%Jan 31, 2024
TOUCHSTONE FUNDS GROUP TRUST0.06%1,555,997-4,001-0.26%Mar 31, 2024
JANUS ASPEN SERIES0.06%2,582,528--Dec 31, 2023
NEW COVENANT FUNDS0.06%258,374-662-0.26%Dec 31, 2023
AIM FUNDS GROUP (INVESCO FUNDS GROUP)0.06%298,060--Mar 31, 2024
JANUS ASPEN SERIES0.06%2,502,400--Dec 31, 2023
Hartford Funds Exchange-Traded Trust0.06%3,240,897-8,312-0.26%Jan 31, 2024
DEUTSCHE DWS INSTITUTIONAL FUNDS0.06%17,466--Mar 31, 2024
PIONEER SERIES TRUST II0.05%624,752--Feb 29, 2024
SEI Catholic Values Trust0.05%137,697-384-0.28%Feb 29, 2024
MFS SERIES TRUST I0.05%1,013,284--Feb 29, 2024

Wendy's Company's largest mutual fund holder by % of total assets is "Nuveen Multi-Market Income Fund", owning 967.50K shares, compromising 1.39% of its total assets.

Wendy's Company Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 24326-13.30%
31 Mar, 24376-6.70%
31 Dec, 2340311.33%
30 Sep, 23362-2.69%
30 Jun, 233725.08%
31 Mar, 23354-1.67%
31 Dec, 223603.45%
30 Sep, 22348-2.25%
30 Jun, 22356-1.93%
31 Mar, 22363-3.46%
31 Dec, 213764.16%
30 Sep, 213613.74%
30 Jun, 213486.10%
31 Mar, 21328-1.80%
31 Dec, 203342.14%
30 Sep, 20327-5.76%
30 Jun, 203471.17%
31 Mar, 20343-5.51%
31 Dec, 193631.11%
30 Sep, 193595.59%
30 Jun, 193400.89%
31 Mar, 193372.74%
31 Dec, 183283.47%
30 Sep, 18317-3.65%
30 Jun, 183293.13%
31 Mar, 183194.25%
31 Dec, 173064.79%
30 Sep, 17292-2.34%
30 Jun, 172992.75%
31 Mar, 172915.43%
31 Dec, 162766.56%
30 Sep, 16259-3.36%
30 Jun, 162683.47%
31 Mar, 16259-5.82%
31 Dec, 152752.61%
30 Sep, 15268-15.99%
30 Jun, 1531918.59%
31 Mar, 15269-4.27%
31 Dec, 142816.04%
30 Sep, 14265-7.67%
30 Jun, 14287-1.71%
31 Mar, 1429212.31%
31 Dec, 132603.59%
30 Sep, 1325111.06%
30 Jun, 13226151.11%
31 Mar, 1390-5.26%
31 Dec, 12954.40%
30 Sep, 1291-3.19%
30 Jun, 1294-3.09%
31 Mar, 12971.04%
31 Dec, 11961.05%
30 Sep, 11951257.14%
30 Jun, 117-
30 Jun, 101-

As of 30 Jun 24, 326 institutions are holding Wendy's Company's shares, representing a decrease of -13.30% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 24102,312,415-41.20%
31 Mar, 24174,002,477-0.88%
31 Dec, 23175,551,8341.85%
30 Sep, 23172,355,0505.12%
30 Jun, 23163,953,096-0.76%
31 Mar, 23165,201,6917.69%
31 Dec, 22153,403,3440.95%
30 Sep, 22151,965,4020.34%
30 Jun, 22151,445,1470.22%
31 Mar, 22151,110,684-0.12%
31 Dec, 21151,298,472-3.40%
30 Sep, 21156,620,3073.99%
30 Jun, 21150,604,213-6.84%
31 Mar, 21161,666,8150.58%
31 Dec, 20160,739,0530.82%
30 Sep, 20159,436,2021.61%
30 Jun, 20156,906,5552.89%
31 Mar, 20152,504,326-6.82%
31 Dec, 19163,663,429-2.67%
30 Sep, 19168,150,724-5.75%
30 Jun, 19178,413,974-0.33%
31 Mar, 19179,008,355-0.86%
31 Dec, 18180,568,804-2.74%
30 Sep, 18185,650,745-0.53%
30 Jun, 18186,641,176-3.27%
31 Mar, 18192,953,0180.11%
31 Dec, 17192,738,2873.27%
30 Sep, 17186,637,224-0.66%
30 Jun, 17187,879,279-1.75%
31 Mar, 17191,219,611-1.25%
31 Dec, 16193,649,846-10.66%
30 Sep, 16216,757,8971.61%
30 Jun, 16213,323,6232.02%
31 Mar, 16209,097,014-1.67%
31 Dec, 15212,650,6201.07%
30 Sep, 15210,392,954-28.28%
30 Jun, 15293,372,6785.18%
31 Mar, 15278,921,0741.68%
31 Dec, 14274,323,2731.44%
30 Sep, 14270,419,481-5.96%
30 Jun, 14287,543,784-1.04%
31 Mar, 14290,554,733-8.04%
31 Dec, 13315,966,9283.72%
30 Sep, 13304,630,050-3.72%
30 Jun, 13316,390,206123.37%
31 Mar, 13141,643,136-68.38%
31 Dec, 12447,902,945199.10%
30 Sep, 12149,751,5680.29%
30 Jun, 12149,313,766122.39%
31 Mar, 1267,140,020-53.47%
31 Dec, 11144,278,586113.57%
30 Sep, 1167,555,461720.96%
30 Jun, 118,228,839-
30 Jun, 10850-

Wendy's Company (WEN) has 102.31M shares outstanding as of 30 Jun 24, down -41.20% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2449.82%0.72%
31 Mar, 2483.06%1.18%
31 Dec, 2384.06%1.26%
30 Sep, 2381.83%1.38%
30 Jun, 2377.14%1.28%
31 Mar, 2377.72%1.62%
31 Dec, 2269.30%1.36%
30 Sep, 2271.41%1.42%
30 Jun, 2270.88%1.44%
31 Mar, 2270.08%1.50%
31 Dec, 2168.34%1.38%
30 Sep, 2170.43%1.53%
30 Jun, 2167.88%1.30%
31 Mar, 2172.39%1.40%
31 Dec, 2071.86%1.42%
30 Sep, 2071.21%1.44%
30 Jun, 2070.32%1.51%
31 Mar, 2068.22%1.32%
31 Dec, 1971.96%1.35%
30 Sep, 1972.88%1.22%
30 Jun, 1977.23%1.28%
31 Mar, 1977.63%1.35%
31 Dec, 1875.93%1.24%
30 Sep, 1878.10%1.28%
30 Jun, 1878.10%1.21%
31 Mar, 1880.42%1.29%
31 Dec, 1778.93%1.34%
30 Sep, 1776.69%1.31%
30 Jun, 1776.60%1.27%
31 Mar, 1777.54%1.42%
31 Dec, 1673.85%1.07%
30 Sep, 1683.06%1.29%
30 Jun, 1680.22%1.34%
31 Mar, 1677.38%1.79%
31 Dec, 1565.83%1.27%
30 Sep, 1571.99%1.11%
30 Jun, 1580.65%1.39%
31 Mar, 1576.09%1.39%
31 Dec, 1474.11%1.36%
30 Sep, 1473.71%1.20%
30 Jun, 1478.41%1.35%
31 Mar, 1476.15%1.18%
31 Dec, 1380.48%1.34%
30 Sep, 1377.60%1.20%
30 Jun, 1380.47%6.18%
31 Mar, 1336.09%0.27%
31 Dec, 12114.77%7.80%
30 Sep, 1238.36%2.62%
30 Jun, 1238.29%12.90%
31 Mar, 1217.23%1.36%
31 Dec, 1135.60%12.21%
30 Sep, 1117.07%439.88%
30 Jun, 111.97%-
30 Jun, 100.00%-

As of 30 Jun 24, Wendy's Company is held by 49.82% institutional shareholders, representing a 0.72% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 24158-8.67%
31 Mar, 24173-20.28%
31 Dec, 2321727.65%
30 Sep, 23170-4.49%
30 Jun, 23178-4.81%
31 Mar, 2318719.87%
31 Dec, 2215611.43%
30 Sep, 22140-11.95%
30 Jun, 22159-2.45%
31 Mar, 22163-2.40%
31 Dec, 211671.83%
30 Sep, 2116415.49%
30 Jun, 2114210.94%
31 Mar, 21128-16.88%
31 Dec, 2015423.20%
30 Sep, 20125-13.19%
30 Jun, 20144-0.69%
31 Mar, 20145-6.45%
31 Dec, 19155-3.73%
30 Sep, 191614.55%
30 Jun, 191544.05%
31 Mar, 19148-1.33%
31 Dec, 18150-4.46%
30 Sep, 1815719.85%
30 Jun, 181313.15%
31 Mar, 18127-5.93%
31 Dec, 1713522.73%
30 Sep, 17110-17.91%
30 Jun, 171341.52%
31 Mar, 171323.94%
31 Dec, 1612732.29%
30 Sep, 1696-29.41%
30 Jun, 1613612.40%
31 Mar, 1612114.15%
31 Dec, 151069.28%
30 Sep, 1597-31.69%
30 Jun, 1514220.34%
31 Mar, 15118-10.61%
31 Dec, 1413220.00%
30 Sep, 14110-1.79%
30 Jun, 14112-13.85%
31 Mar, 141304.84%
31 Dec, 13124-6.06%
30 Sep, 13132-20.96%
30 Jun, 13167247.92%
31 Mar, 13486.67%
31 Dec, 12457.14%
30 Sep, 124213.51%
30 Jun, 1237-31.48%
31 Mar, 125435.00%
31 Dec, 1140-55.56%
30 Sep, 11901185.71%
30 Jun, 117-
30 Jun, 101-

158 institutional shareholders have increased their position in WEN stock as of 30 Jun 24 compared to 173 in the previous quarter (a -8.67% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2496-21.31%
31 Mar, 2412217.31%
31 Dec, 23104-13.33%
30 Sep, 2312011.11%
30 Jun, 2310812.50%
31 Mar, 2396-20.66%
31 Dec, 221218.04%
30 Sep, 221128.74%
30 Jun, 22103-9.65%
31 Mar, 22114-5.79%
31 Dec, 2112110.00%
30 Sep, 21110-16.67%
30 Jun, 211321.54%
31 Mar, 2113028.71%
31 Dec, 20101-4.72%
30 Sep, 20106-12.40%
30 Jun, 2012113.08%
31 Mar, 20107-13.01%
31 Dec, 191239.82%
30 Sep, 1911210.89%
30 Jun, 191012.02%
31 Mar, 199911.24%
31 Dec, 188928.99%
30 Sep, 1869-28.87%
30 Jun, 1897-6.73%
31 Mar, 181048.33%
31 Dec, 1796-13.51%
30 Sep, 171119.90%
30 Jun, 171011.00%
31 Mar, 171003.09%
31 Dec, 1697-7.62%
30 Sep, 1610543.84%
30 Jun, 1673-5.19%
31 Mar, 1677-31.25%
31 Dec, 15112-7.44%
30 Sep, 1512119.80%
30 Jun, 151017.45%
31 Mar, 159428.77%
31 Dec, 1473-10.98%
30 Sep, 1482-17.17%
30 Jun, 1499-4.81%
31 Mar, 1410433.33%
31 Dec, 137813.04%
30 Sep, 1369165.38%
30 Jun, 132618.18%
31 Mar, 1322-18.52%
31 Dec, 12278.00%
30 Sep, 1225-24.24%
30 Jun, 123350.00%
31 Mar, 1222-24.14%
31 Dec, 1129866.67%
30 Sep, 113-
30 Jun, 11--
30 Jun, 10--

96 institutional shareholders have reduced their position in WEN stock as of 30 Jun 24 compared to 122 in the previous quarter (a -21.31% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24326-13.30%102,312,415-41.20%49.82%0.72%158-8.67%96-21.31%
31 Mar, 24376-6.70%174,002,477-0.88%83.06%1.18%173-20.28%12217.31%
31 Dec, 2340311.33%175,551,8341.85%84.06%1.26%21727.65%104-13.33%
30 Sep, 23362-2.69%172,355,0505.12%81.83%1.38%170-4.49%12011.11%
30 Jun, 233725.08%163,953,096-0.76%77.14%1.28%178-4.81%10812.50%
31 Mar, 23354-1.67%165,201,6917.69%77.72%1.62%18719.87%96-20.66%
31 Dec, 223603.45%153,403,3440.95%69.30%1.36%15611.43%1218.04%
30 Sep, 22348-2.25%151,965,4020.34%71.41%1.42%140-11.95%1128.74%
30 Jun, 22356-1.93%151,445,1470.22%70.88%1.44%159-2.45%103-9.65%
31 Mar, 22363-3.46%151,110,684-0.12%70.08%1.50%163-2.40%114-5.79%
31 Dec, 213764.16%151,298,472-3.40%68.34%1.38%1671.83%12110.00%
30 Sep, 213613.74%156,620,3073.99%70.43%1.53%16415.49%110-16.67%
30 Jun, 213486.10%150,604,213-6.84%67.88%1.30%14210.94%1321.54%
31 Mar, 21328-1.80%161,666,8150.58%72.39%1.40%128-16.88%13028.71%
31 Dec, 203342.14%160,739,0530.82%71.86%1.42%15423.20%101-4.72%
30 Sep, 20327-5.76%159,436,2021.61%71.21%1.44%125-13.19%106-12.40%
30 Jun, 203471.17%156,906,5552.89%70.32%1.51%144-0.69%12113.08%
31 Mar, 20343-5.51%152,504,326-6.82%68.22%1.32%145-6.45%107-13.01%
31 Dec, 193631.11%163,663,429-2.67%71.96%1.35%155-3.73%1239.82%
30 Sep, 193595.59%168,150,724-5.75%72.88%1.22%1614.55%11210.89%
30 Jun, 193400.89%178,413,974-0.33%77.23%1.28%1544.05%1012.02%
31 Mar, 193372.74%179,008,355-0.86%77.63%1.35%148-1.33%9911.24%
31 Dec, 183283.47%180,568,804-2.74%75.93%1.24%150-4.46%8928.99%
30 Sep, 18317-3.65%185,650,745-0.53%78.10%1.28%15719.85%69-28.87%
30 Jun, 183293.13%186,641,176-3.27%78.10%1.21%1313.15%97-6.73%
31 Mar, 183194.25%192,953,0180.11%80.42%1.29%127-5.93%1048.33%
31 Dec, 173064.79%192,738,2873.27%78.93%1.34%13522.73%96-13.51%
30 Sep, 17292-2.34%186,637,224-0.66%76.69%1.31%110-17.91%1119.90%
30 Jun, 172992.75%187,879,279-1.75%76.60%1.27%1341.52%1011.00%
31 Mar, 172915.43%191,219,611-1.25%77.54%1.42%1323.94%1003.09%
31 Dec, 162766.56%193,649,846-10.66%73.85%1.07%12732.29%97-7.62%
30 Sep, 16259-3.36%216,757,8971.61%83.06%1.29%96-29.41%10543.84%
30 Jun, 162683.47%213,323,6232.02%80.22%1.34%13612.40%73-5.19%
31 Mar, 16259-5.82%209,097,014-1.67%77.38%1.79%12114.15%77-31.25%
31 Dec, 152752.61%212,650,6201.07%65.83%1.27%1069.28%112-7.44%
30 Sep, 15268-15.99%210,392,954-28.28%71.99%1.11%97-31.69%12119.80%
30 Jun, 1531918.59%293,372,6785.18%80.65%1.39%14220.34%1017.45%
31 Mar, 15269-4.27%278,921,0741.68%76.09%1.39%118-10.61%9428.77%
31 Dec, 142816.04%274,323,2731.44%74.11%1.36%13220.00%73-10.98%
30 Sep, 14265-7.67%270,419,481-5.96%73.71%1.20%110-1.79%82-17.17%
30 Jun, 14287-1.71%287,543,784-1.04%78.41%1.35%112-13.85%99-4.81%
31 Mar, 1429212.31%290,554,733-8.04%76.15%1.18%1304.84%10433.33%
31 Dec, 132603.59%315,966,9283.72%80.48%1.34%124-6.06%7813.04%
30 Sep, 1325111.06%304,630,050-3.72%77.60%1.20%132-20.96%69165.38%
30 Jun, 13226151.11%316,390,206123.37%80.47%6.18%167247.92%2618.18%
31 Mar, 1390-5.26%141,643,136-68.38%36.09%0.27%486.67%22-18.52%
31 Dec, 12954.40%447,902,945199.10%114.77%7.80%457.14%278.00%
30 Sep, 1291-3.19%149,751,5680.29%38.36%2.62%4213.51%25-24.24%
30 Jun, 1294-3.09%149,313,766122.39%38.29%12.90%37-31.48%3350.00%
31 Mar, 12971.04%67,140,020-53.47%17.23%1.36%5435.00%22-24.14%
31 Dec, 11961.05%144,278,586113.57%35.60%12.21%40-55.56%29866.67%
30 Sep, 11951257.14%67,555,461720.96%17.07%439.88%901185.71%3-
30 Jun, 117-8,228,839-1.97%-7---
30 Jun, 101-850-0.00%-1---

Wendy's Company Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 15, 2024Thuerk Suzanne M.officer Chief Accounting OfficerF-InKindSell465$17.09$7.95K7,967
Aug 15, 2024Thuerk Suzanne M.officer Chief Accounting OfficerM-ExemptSell1,556--6,361
Aug 15, 2024Spessard Matthew Pofficer Chief Information OfficerF-InKindSell1,112$17.09$19.00K5,801
Aug 15, 2024Spessard Matthew Pofficer Chief Information OfficerM-ExemptSell3,820--4,247
Aug 13, 2024Plosch Guntherofficer Chief Financial OfficerF-InKindSell1,952$17.12$33.42K166,062
Aug 13, 2024Plosch Guntherofficer Chief Financial OfficerM-ExemptSell4,529--26,129
Aug 13, 2024Thuerk Suzanne M.officer Chief Accounting OfficerM-ExemptSell364--7,917
Aug 13, 2024Thuerk Suzanne M.officer Chief Accounting OfficerF-InKindSell109$17.12$1.87K6,876
Aug 13, 2024Ajmani Deepakofficer Chief Operations Officer - U.SF-InKindSell149$17.12$2.55K20,463
Aug 13, 2024Ajmani Deepakofficer Chief Operations Officer - U.SM-ExemptSell609--1,227
Aug 13, 2024Esposito Lilianaofficer Chf Corp Affrs & Sustnblty OfcF-InKindSell447$17.12$7.65K83,492
Aug 13, 2024Esposito Lilianaofficer Chf Corp Affrs & Sustnblty OfcM-ExemptSell1,528--9,126
Aug 13, 2024O'Brien Matthew Coleyofficer Chief People OfficerF-InKindSell511$17.12$8.75K81,550

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 15, 2024Thuerk Suzanne M.officer Chief Accounting OfficerM-ExemptBuy1,556--8,432
Aug 15, 2024Thuerk Suzanne M.officer Chief Accounting OfficerF-InKindSell465$17.09$7.95K7,967
Aug 15, 2024Thuerk Suzanne M.officer Chief Accounting OfficerM-ExemptSell1,556--6,361
Aug 15, 2024Spessard Matthew Pofficer Chief Information OfficerM-ExemptBuy3,820--6,913
Aug 15, 2024Spessard Matthew Pofficer Chief Information OfficerF-InKindSell1,112$17.09$19.00K5,801
Aug 15, 2024Spessard Matthew Pofficer Chief Information OfficerM-ExemptSell3,820--4,247
Aug 13, 2024Plosch Guntherofficer Chief Financial OfficerM-ExemptBuy4,529--168,014
Aug 13, 2024Plosch Guntherofficer Chief Financial OfficerF-InKindSell1,952$17.12$33.42K166,062
Aug 13, 2024Plosch Guntherofficer Chief Financial OfficerM-ExemptSell4,529--26,129
Aug 13, 2024Thuerk Suzanne M.officer Chief Accounting OfficerM-ExemptSell364--7,917
Aug 13, 2024Thuerk Suzanne M.officer Chief Accounting OfficerM-ExemptBuy364--6,985
Aug 13, 2024Thuerk Suzanne M.officer Chief Accounting OfficerF-InKindSell109$17.12$1.87K6,876
Aug 13, 2024Ajmani Deepakofficer Chief Operations Officer - U.SM-ExemptBuy609--20,612
Aug 13, 2024Ajmani Deepakofficer Chief Operations Officer - U.SF-InKindSell149$17.12$2.55K20,463
Aug 13, 2024Ajmani Deepakofficer Chief Operations Officer - U.SM-ExemptSell609--1,227
Aug 13, 2024Esposito Lilianaofficer Chf Corp Affrs & Sustnblty OfcM-ExemptBuy1,528--83,939
Aug 13, 2024Esposito Lilianaofficer Chf Corp Affrs & Sustnblty OfcF-InKindSell447$17.12$7.65K83,492
Aug 13, 2024Esposito Lilianaofficer Chf Corp Affrs & Sustnblty OfcM-ExemptSell1,528--9,126
Aug 13, 2024O'Brien Matthew Coleyofficer Chief People OfficerM-ExemptBuy1,711--82,061
Aug 13, 2024O'Brien Matthew Coleyofficer Chief People OfficerF-InKindSell511$17.12$8.75K81,550

The last insider sell of Wendy's Company's stock was made by Thuerk Suzanne M. on Aug 15 2024, selling 465 shares at $17.09 per share (valued at $7.95K).

Wendy's Company Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 20243123134.78%
Q2 2024346566.67%
Q1 20244524187.50%
Q4 20233631200.00%
Q3 20235651120.00%
Q2 2023397557.14%
Q1 2023405276.92%
Q4 202219--
Q3 202235--
Q2 20223013000.00%
Q1 20223311300.00%
Q4 202119--
Q3 2021274067.50%
Q2 20214324179.17%
Q1 2021328400.00%
Q4 2020298362.50%
Q3 20203616225.00%
Q2 20203914278.57%
Q1 2020346566.67%
Q4 20192912241.67%

31 total buy trades, and 23 total sell trades (buy/sell ratio of 1.35%) were made by Wendy's Company's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024-3-
Q2 2024-2-
Q1 2024-1-
Q4 2023-3-
Q3 2023-3-
Q2 2023-7-
Q1 2023-7-
Q4 2022---
Q3 2022---
Q2 2022---
Q1 2022---
Q4 2021---
Q3 2021-40-
Q2 2021-5-
Q1 20211--
Q4 2020-3-
Q3 20202--
Q2 2020-5-
Q1 20201--
Q4 2019-3-

As of Q3 2024, Insider owners conducted 0 open market buy trades and 3 open market sell trades of Wendy's Company's stocks.

Wendy's Company Peer Ownership


TickerCompany
WINGWingstop Inc.
EATBrinker International, Inc.
DINDine Brands Global, Inc.
JACKJack in the Box Inc.
DPZDomino's Pizza, Inc.
YUMCYum China Holdings, Inc.
QSRRestaurant Brands International Inc.
BJRIBJ's Restaurants, Inc.
YUMYum! Brands, Inc.
PZZAPapa John's International, Inc.
CMGChipotle Mexican Grill, Inc.
DRIDarden Restaurants, Inc.

WEN Ownership FAQ


Wendy's Company is owned by institutional shareholders (49.82%), insiders (8.98%), and public (41.20%). The largest institutional shareholder of Wendy's Company is TRIAN FUND MANAGEMENT, L.P. (15.34% of total shares) and the top mutual fund owner is Nuveen Multi-Market Income Fund (1.39% of total shares).

Wendy's Company's major institutional shareholders are TRIAN FUND MANAGEMENT, L.P., VANGUARD GROUP INC, BLACKROCK INC., HARRIS ASSOCIATES L P, and AQR CAPITAL MANAGEMENT LLC. The top five shareholders own together 43.41% of the company's share outstanding.

As of Jun 2024, there are 326 institutional shareholders of Wendy's Company.

TRIAN FUND MANAGEMENT, L.P owns 31.51M shares of Wendy's Company, representing 15.34% of the company's total shares outstanding, valued at $534.37M (as of Jun 2024).

As of Jun 2024, VANGUARD GROUP INC holds 21.73M shares of Wendy's Company (WEN), compromising 10.58% of the company, valued at $368.6M.

BLACKROCK INC is the third largest holder of Wendy's Company. The company owns 19.61M of the company's shares outstanding (worth $332.5M).