WEN Institutional Ownership & Shareholders
WENDY'S CO/THE (WEN) is currently held by 388 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.45B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $219.68M, representing an estimated loss of -13.03% 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
388
Total Reported Value
$1.45B
Largest Holder
Trian Fund Management
Largest Position
$252.58M
Insider Transactions (90d)
48
Latest Filing Quarter
Q2 2026
New Institutional Positions
52
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 | $219,677,409 | -$32,905,909 | -13.03% |
| Blackrock, Inc. | 0.00% | 26,314,724 | $218,149,063 | $189,729,160 | -$28,419,903 | -13.03% | |
| Vanguard Portfolio Management Llc | 0.00% | 10,301,732 | $85,401,358 | $74,275,488 | -$11,125,870 | -13.03% | |
| Fairfax Financial Holdings | Prem Watsa | 2.51% | 8,005,627 | $66,286,592 | $57,720,571 | -$8,566,021 | -12.92% |
| Charles Schwab Investment Management Inc | 0.01% | 7,523,646 | $62,371,025 | $54,245,488 | -$8,125,537 | -13.03% | |
| Vanguard Capital Management Llc | 0.00% | 6,924,310 | $57,402,530 | $49,924,275 | -$7,478,255 | -13.03% | |
| Wells Fargo & Company/Mn | 0.01% | 6,684,034 | $55,410,638 | $48,191,885 | -$7,218,753 | -13.03% | |
| State Street Corp | 0.00% | 6,566,985 | $54,440,306 | $47,347,962 | -$7,092,344 | -13.03% | |
| Harris Associates L P | 0.06% | 5,587,137 | $46,317,366 | $40,283,258 | -$6,034,108 | -13.03% | |
| Geode Capital Management, Llc | 0.00% | 4,270,644 | $35,410,187 | $30,791,343 | -$4,618,844 | -13.04% | |
| Morgan Stanley | 0.00% | 3,995,468 | $33,122,436 | $28,807,324 | -$4,315,112 | -13.03% | |
| Northern Trust Corp | 0.00% | 3,518,292 | $29,166,641 | $25,366,885 | -$3,799,756 | -13.03% | |
| Dimensional Fund Advisors Lp | 0.01% | 3,499,298 | $29,008,708 | $25,229,939 | -$3,778,769 | -13.03% | |
| Healthcare Of Ontario Pension Plan Trust Fund | 0.03% | 2,475,000 | $20,517,750 | $17,844,750 | -$2,673,000 | -13.03% | |
| Ubs Group Ag | 0.00% | 2,392,515 | $19,833,949 | $17,250,033 | -$2,583,916 | -13.03% | |
| Bank Of New York Mellon Corp | 0.00% | 2,280,217 | $18,902,995 | $16,440,365 | -$2,462,630 | -13.03% | |
| Point72 Asset Management, L.P. | 0.02% | 1,915,535 | $15,879,785 | $13,811,007 | -$2,068,778 | -13.03% | |
| Hotchkis & Wiley Capital Management Llc | 0.05% | 1,911,960 | $15,850,148 | $13,785,232 | -$2,064,916 | -13.03% | |
| Goldman Sachs Group Inc | 0.00% | 1,869,697 | $15,499,786 | $13,480,515 | -$2,019,271 | -13.03% | |
| Invesco Ltd. | 0.00% | 1,702,730 | $14,115,632 | $12,276,683 | -$1,838,949 | -13.03% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | 1,667,124 | $13,820,458 | $12,019,964 | -$1,800,494 | -13.03% | |
| Peak6 Llc | 0.30% | 1,470,384 | $12,189,483 | $10,601,469 | -$1,588,014 | -13.03% | |
| Aqr Capital Management Llc | 0.00% | 1,485,727 | $12,093,814 | $10,712,092 | -$1,381,722 | -11.43% | |
| Two Sigma Investments, Lp | 0.01% | 1,368,445 | $11,344,409 | $9,866,488 | -$1,477,921 | -13.03% | |
| Gotham Asset Management, Llc | 0.03% | 1,350,030 | $11,191,749 | $9,733,716 | -$1,458,033 | -13.03% | |
| Bank Of America Corp | 0.00% | 1,263,315 | $10,472,878 | $9,108,501 | -$1,364,377 | -13.03% | |
| Susquehanna International Group, Llp | 0.01% | 1,136,738 | $9,423,558 | $8,195,881 | -$1,227,677 | -13.03% | |
| Vanguard Fiduciary Trust Co | 0.00% | 1,123,827 | $9,316,526 | $8,102,793 | -$1,213,733 | -13.03% | |
| Quantinno Capital Management Lp | 0.01% | 1,010,203 | $8,374,584 | $7,283,564 | -$1,091,020 | -13.03% | |
| Centerbook Partners Lp | 0.37% | 1,268,927 | $8,095,754 | $9,148,964 | +$1,053,210 | +13.01% | |
| Element Capital Management Llc | 0.41% | 900,000 | $7,461,000 | $6,489,000 | -$972,000 | -13.03% | |
| Marshall Wace, Llp | 0.01% | 898,018 | $7,444,569 | $6,474,710 | -$969,859 | -13.03% | |
| Janus Henderson Group Plc | 0.00% | 927,506 | $6,447,384 | $6,687,318 | +$239,934 | +3.72% | |
| Principal Financial Group Inc | 0.00% | 775,905 | $4,950,273 | $5,594,275 | +$644,002 | +13.01% | |
| Alps Advisors Inc | 0.02% | 589,428 | $4,886,358 | $4,249,776 | -$636,582 | -13.03% | |
| Quinn Opportunity Partners Llc | 0.23% | 586,053 | $4,858,379 | $4,225,442 | -$632,937 | -13.03% | |
| Nuveen, Llc | 0.00% | 573,757 | $4,756,446 | $4,136,788 | -$619,658 | -13.03% | |
| Soviero Asset Management, Lp | 2.29% | 570,000 | $4,725,300 | $4,109,700 | -$615,600 | -13.03% | |
| Public Sector Pension Investment Board | 0.01% | 542,220 | $4,495,004 | $3,909,406 | -$585,598 | -13.03% | |
| Creative Planning | 0.00% | 654,490 | $4,175,646 | $4,718,873 | +$543,227 | +13.01% | |
| Converium Capital Inc. | 1.66% | 500,000 | $4,145,000 | $3,605,000 | -$540,000 | -13.03% | |
| Ameriprise Financial Inc | 0.00% | 466,456 | $3,866,923 | $3,363,148 | -$503,775 | -13.03% | |
| Rhumbline Advisers | 0.00% | 447,433 | $3,709,191 | $3,225,992 | -$483,199 | -13.03% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 533,416 | $3,707,242 | $3,845,929 | +$138,687 | +3.74% | |
| Baird Financial Group, Inc. | 0.00% | 435,107 | $3,607,037 | $3,137,121 | -$469,916 | -13.03% | |
| First Trust Advisors Lp | 0.00% | 425,829 | $3,530,123 | $3,070,227 | -$459,896 | -13.03% | |
| Legal & General Group Plc | 0.00% | 414,356 | $3,435,010 | $2,987,507 | -$447,503 | -13.03% | |
| Bessemer Group Inc | 0.00% | 380,304 | $3,153,000 | $2,741,992 | -$411,008 | -13.04% | |
| First Eagle U.S. Value | Jean-Marie Eveillard | 0.00% | 353,023 | $2,926,561 | $2,545,296 | -$381,265 | -13.03% |
| Exoduspoint Capital Management, Lp | 0.03% | 346,513 | $2,872,593 | $2,498,359 | -$374,234 | -13.03% |
Frequently asked questions about WEN
Who are the largest institutional holders of WEN?
The largest institutional holders of WEN reported in the latest SEC Form 13F filings include Trian Fund Management, Blackrock, Inc., Vanguard Portfolio Management Llc, Fairfax Financial Holdings, and Charles Schwab Investment Management Inc. InsiderSet ranks institutional holders by their latest reported WEN position.
What is WEN institutional ownership?
This page tracks WEN positions reported by institutional investment managers through SEC Form 13F. WENDY'S CO/THE (WEN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own WEN?
InsiderSet currently tracks 388 institutional managers reporting WEN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of WEN shareholders.
How much WEN stock do institutions own?
Institutional investment managers disclosed approximately $1.45B in WEN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was WEN institutional ownership last updated?
The latest WEN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional WEN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its WEN position after the reporting date.
Are institutions buying or selling WEN?
Institutional buying and selling can be analyzed by comparing WEN positions across consecutive 13F reporting periods. InsiderSet's WEN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WEN ownership changes.
How has WEN institutional ownership changed over time?
InsiderSet tracks WEN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.