WENDY'S CO/THE (WEN) Institutional Shareholders
WENDY'S CO/THE (WEN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.46B in WEN holdings during the latest filing period.
Trian Fund Management is currently the largest disclosed institutional shareholder of WEN tracked by InsiderSet, reporting ownership valued at approximately $252.58M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $214.19M, representing an estimated loss of -15.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed WEN value among the investors covered in this analysis. Major shareholders include Trian Fund Management, Blackrock, Inc., Vanguard Portfolio Management Llc, and several other long-term asset managers with concentrated positions in WENDY'S CO/THE (WEN).
This page ranks the largest institutional WEN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
392
Total Reported Value
$1.46B
Largest Holder
Trian Fund Management
Largest Position
$252.58M
Insider Transactions (90d)
48
Latest Filing Quarter
Q2 2026
New Institutional Positions
60
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Trian Fund Management | Nelson Peltz | 5.97% | 30,468,434 | $252,583,318 | $214,193,091 | -$38,390,227 | -15.20% |
| Blackrock, Inc. | 0.00% | 26,314,724 | $218,149,063 | $184,992,510 | -$33,156,553 | -15.20% | |
| Vanguard Portfolio Management Llc | 0.00% | 10,301,732 | $85,401,358 | $72,421,176 | -$12,980,182 | -15.20% | |
| Fairfax Financial Holdings | Prem Watsa | 2.51% | 8,005,627 | $66,286,592 | $56,279,558 | -$10,007,034 | -15.10% |
| Charles Schwab Investment Management Inc | 0.01% | 7,523,646 | $62,371,025 | $52,891,231 | -$9,479,794 | -15.20% | |
| Vanguard Capital Management Llc | 0.00% | 6,924,310 | $57,402,530 | $48,677,899 | -$8,724,631 | -15.20% | |
| Wells Fargo & Company/Mn | 0.01% | 6,684,034 | $55,410,638 | $46,988,759 | -$8,421,879 | -15.20% | |
| State Street Corp | 0.00% | 6,566,985 | $54,440,306 | $46,165,905 | -$8,274,401 | -15.20% | |
| Harris Associates L P | 0.06% | 5,587,137 | $46,317,366 | $39,277,573 | -$7,039,793 | -15.20% | |
| Geode Capital Management, Llc | 0.00% | 4,270,644 | $35,410,187 | $30,022,627 | -$5,387,560 | -15.21% | |
| Morgan Stanley | 0.00% | 3,995,468 | $33,122,436 | $28,088,140 | -$5,034,296 | -15.20% | |
| Northern Trust Corp | 0.00% | 3,518,292 | $29,166,641 | $24,733,593 | -$4,433,048 | -15.20% | |
| Dimensional Fund Advisors Lp | 0.01% | 3,499,298 | $29,008,708 | $24,600,065 | -$4,408,643 | -15.20% | |
| Healthcare Of Ontario Pension Plan Trust Fund | 0.03% | 2,475,000 | $20,517,750 | $17,399,250 | -$3,118,500 | -15.20% | |
| Ubs Group Ag | 0.00% | 2,392,515 | $19,833,949 | $16,819,380 | -$3,014,569 | -15.20% | |
| Bank Of New York Mellon Corp | 0.00% | 2,280,217 | $18,902,995 | $16,029,926 | -$2,873,069 | -15.20% | |
| Point72 Asset Management, L.P. | 0.02% | 1,915,535 | $15,879,785 | $13,466,211 | -$2,413,574 | -15.20% | |
| Hotchkis & Wiley Capital Management Llc | 0.05% | 1,911,960 | $15,850,148 | $13,441,079 | -$2,409,069 | -15.20% | |
| Goldman Sachs Group Inc | 0.00% | 1,869,697 | $15,499,786 | $13,143,970 | -$2,355,816 | -15.20% | |
| Invesco Ltd. | 0.00% | 1,702,730 | $14,115,632 | $11,970,192 | -$2,145,440 | -15.20% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | 1,667,124 | $13,820,458 | $11,719,882 | -$2,100,576 | -15.20% | |
| Peak6 Llc | 0.30% | 1,470,384 | $12,189,483 | $10,336,800 | -$1,852,683 | -15.20% | |
| Aqr Capital Management Llc | 0.00% | 1,485,727 | $12,093,814 | $10,444,661 | -$1,649,153 | -13.64% | |
| Two Sigma Investments, Lp | 0.01% | 1,368,445 | $11,344,409 | $9,620,168 | -$1,724,241 | -15.20% | |
| Gotham Asset Management, Llc | 0.03% | 1,350,030 | $11,191,749 | $9,490,711 | -$1,701,038 | -15.20% | |
| Bank Of America Corp | 0.00% | 1,263,315 | $10,472,878 | $8,881,104 | -$1,591,774 | -15.20% | |
| Susquehanna International Group, Llp | 0.01% | 1,136,738 | $9,423,558 | $7,991,268 | -$1,432,290 | -15.20% | |
| Vanguard Fiduciary Trust Co | 0.00% | 1,123,827 | $9,316,526 | $7,900,504 | -$1,416,022 | -15.20% | |
| Quantinno Capital Management Lp | 0.01% | 1,010,203 | $8,374,584 | $7,101,727 | -$1,272,857 | -15.20% | |
| Element Capital Management Llc | 0.41% | 900,000 | $7,461,000 | $6,327,000 | -$1,134,000 | -15.20% | |
| Marshall Wace, Llp | 0.01% | 898,018 | $7,444,569 | $6,313,067 | -$1,131,502 | -15.20% | |
| Sound Income Strategies, Llc | 0.29% | 784,388 | $6,502,576 | $5,514,248 | -$988,328 | -15.20% | |
| Janus Henderson Group Plc | 0.00% | 927,506 | $6,447,384 | $6,520,367 | +$72,983 | +1.13% | |
| Principal Financial Group Inc | 0.00% | 772,710 | $6,405,766 | $5,432,151 | -$973,615 | -15.20% | |
| Alps Advisors Inc | 0.02% | 589,428 | $4,886,358 | $4,143,679 | -$742,679 | -15.20% | |
| Quinn Opportunity Partners Llc | 0.23% | 586,053 | $4,858,379 | $4,119,953 | -$738,426 | -15.20% | |
| Nuveen, Llc | 0.00% | 573,757 | $4,756,446 | $4,033,512 | -$722,934 | -15.20% | |
| Soviero Asset Management, Lp | 2.29% | 570,000 | $4,725,300 | $4,007,100 | -$718,200 | -15.20% | |
| Public Sector Pension Investment Board | 0.01% | 542,220 | $4,495,004 | $3,811,807 | -$683,197 | -15.20% | |
| Converium Capital Inc. | 1.66% | 500,000 | $4,145,000 | $3,515,000 | -$630,000 | -15.20% | |
| Ameriprise Financial Inc | 0.00% | 466,456 | $3,866,923 | $3,279,186 | -$587,737 | -15.20% | |
| Rhumbline Advisers | 0.00% | 447,433 | $3,709,191 | $3,145,454 | -$563,737 | -15.20% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 533,416 | $3,707,242 | $3,749,914 | +$42,672 | +1.15% | |
| Baird Financial Group, Inc. | 0.00% | 435,107 | $3,607,037 | $3,058,802 | -$548,235 | -15.20% | |
| First Trust Advisors Lp | 0.00% | 425,829 | $3,530,123 | $2,993,578 | -$536,545 | -15.20% | |
| Legal & General Group Plc | 0.00% | 414,356 | $3,435,010 | $2,912,923 | -$522,087 | -15.20% | |
| Bessemer Group Inc | 0.00% | 380,304 | $3,153,000 | $2,673,537 | -$479,463 | -15.21% | |
| Caitong International Asset Management Co., Ltd | 0.42% | 366,309 | $3,036,702 | $2,575,152 | -$461,550 | -15.20% | |
| First Eagle U.S. Value | Jean-Marie Eveillard | 0.00% | 353,023 | $2,926,561 | $2,481,752 | -$444,809 | -15.20% |
| Exoduspoint Capital Management, Lp | 0.03% | 346,513 | $2,872,593 | $2,435,986 | -$436,607 | -15.20% |
Frequently asked questions about WEN
Who owns the most WEN stock?
The largest holders of WEN are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WENDY'S CO/THE (WEN).
Is WEN widely held by superinvestors?
Many widely followed stocks like WEN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly WEN is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.