Wendy's Ownership | Who Owns Wendy's?
Wendy's Ownership Summary
Wendy's is owned by 53.15% institutional investors, 6.43% insiders, and 40.42% retail investors. Trian fund management is the largest institutional shareholder, holding 15.86% of WEN shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.04% of its assets in Wendy's shares.
WEN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Wendy's | 53.15% | 6.43% | 40.42% |
| Sector | Consumer Cyclical Stocks | 33.14% | 14.17% | 52.68% |
| Industry | Restaurants Stocks | 35.64% | 11.34% | 53.03% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Trian fund management | 30.44M | 15.86% | $278.80M |
| Blackrock funding, inc. /de | 24.91M | 12.98% | $207.46M |
| Blackrock | 19.61M | 9.55% | $332.50M |
| Vanguard group | 17.13M | 8.93% | $142.73M |
| Harris associates l p | 10.60M | 5.52% | $97.07M |
| Aqr capital management | 10.42M | 5.09% | $169.86M |
| Charles schwab investment management | 7.09M | 3.69% | $59.08B |
| Morgan stanley | 6.55M | 3.41% | $54.55M |
| State street | 5.34M | 2.78% | $48.95M |
| Arrowstreet capital, limited partnership | 4.28M | 2.23% | $39.17M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Semanteon capital management, lp | 12.11K | 13.52% | $100.89K |
| Trian fund management | 30.44M | 6.79% | $278.80M |
| Cannon global investment management | 48.50K | 1.02% | $404.00K |
| Quinn opportunity partners | 1.22M | 0.79% | $11.15M |
| Sandler capital management | 400.00K | 0.73% | $6.78M |
| Sound income strategies | 760.07K | 0.30% | $6.32M |
| Ai financial services | 66.28K | 0.26% | $552.13K |
| Aqr capital management | 10.42M | 0.22% | $169.86M |
| Sheets smith investment management | 33.73K | 0.20% | $308.92K |
| Oak thistle | 140.06K | 0.16% | $1.17M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Marshall wace, llp | 4.03M | 0.04% | 4.03M |
| Jane street group | 3.16M | 0.00% | 2.22M |
| Fmr | 1.52M | 0.00% | 1.49M |
| Wells fargo & company/mn | 1.26M | 0.00% | 1.17M |
| Quantinno capital management lp | 1.27M | 0.03% | 1.11M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Point72 asset management | 2.94M | 0.04% | -4.76M |
| 1832 asset management | - | - | -3.46M |
| Citadel advisors | - | - | -1.50M |
| Vanguard group | 17.13M | 0.00% | -1.46M |
| Kodai capital management lp | - | - | -1.18M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Marshall wace, llp | 4.03M | 0.04% | 4.03M | $36.91M |
| Squarepoint ops | 958.99K | 0.01% | 958.99K | $8.78M |
| Public sector pension investment board | 616.97K | 0.02% | 616.97K | $5.65M |
| Two sigma advisers, lp | 412.20K | 0.01% | 412.20K | $3.78M |
| Ruffer llp | 382.89K | 0.15% | 382.89K | $3.19M |
Sold Out
| Holder | Change |
|---|---|
| Newbridge financial services group | -1.00 |
| Activest wealth management | -1.00 |
| Tfo-tdc | -4.00 |
| Tyler-stone wealth management | -4.00 |
| Greenline partners | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 316 | -26.51% | 102,027,981 | -43.89% | 53 | 0.59% | 170 | -19.05% | 87 | -32.03% |
| Sep 30, 2025 | 408 | -4.00% | 181,140,604 | -8.06% | 94 | 0.90% | 195 | -14.85% | 124 | 2.48% |
| Jun 30, 2025 | 412 | -7.42% | 196,524,397 | 5.17% | 102 | 1.22% | 224 | -10.04% | 118 | 6.31% |
| Mar 31, 2025 | 443 | -1.12% | 186,764,546 | 0.20% | 91 | 1.11% | 246 | 10.31% | 112 | -20.00% |
| Dec 31, 2024 | 405 | -1.22% | 178,581,711 | 0.22% | 87 | 1.15% | 197 | 2.07% | 129 | 6.61% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 9.59M | 5.04% | 9.59M |
| Harris Assoc. Oakmark Eq & Inc CIT | 6.85M | 3.60% | - |
| Oakmark Equity And Income Investor | 6.85M | 3.60% | - |
| Vanguard US Total Market Shares ETF | 5.61M | 2.76% | 4.52K |
| iShares Core S&P Mid-Cap ETF | 5.24M | 2.75% | - |
| Schwab US Dividend Equity ETF™ | 4.85M | 2.55% | 10.59K |
| Vanguard Total Stock Mkt Idx Inv | 4.78M | 2.51% | - |
| Vanguard Equity-Income Inv | 4.03M | 2.10% | - |
| iShares Select Dividend ETF | 3.69M | 1.94% | 116.10K |
| Vanguard Small Cap Index | 3.45M | 1.81% | 6.25K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 20, 2025 | Suerken Peter J. JR | President, U.S. | Buy | $3.94K |
| Nov 19, 2025 | Min John | Chief Legal Ofcr & Secretary | Buy | $13.91K |
| Jun 03, 2025 | Radkoski Lindsay J. | CMO, U.S. | Buy | $58.98K |
| May 23, 2025 | Cook Kenneth M. | Chief Financial Officer | Buy | $17.02K |
| May 21, 2025 | O'Brien Matthew Coley | Chief People Officer | Buy | $20.30K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q4 | 2 | - |
| 2025 Q3 | - | - |
| 2025 Q2 | 4 | 1 |
| 2025 Q1 | - | 1 |
WEN Ownership FAQ
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