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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $1.33B 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 $211.60M in its March 31, 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 $224.08M, representing an estimated gain of +5.90% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 55% 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

407

Total Reported Value

$1.33B

Largest Holder

Trian Fund Management

Largest Position

$211.60M

Insider Transactions (90d)

9

Latest Filing Quarter

Q2 2026

New Institutional Positions

74

Funds Exiting Positions

1

Page 1 of 9
NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Trian Fund ManagementNelson Peltz5.48%30,446,022$211,599,853$224,082,722+$12,482,869+5.90%
Blackrock, Inc.0.00%21,738,649$151,083,610$159,996,457+$8,912,847+5.90%
Vanguard Portfolio Management Llc0.00%9,261,801$64,369,517$68,166,855+$3,797,338+5.90%
Morgan Stanley0.00%7,591,054$52,757,838$55,870,157+$3,112,319+5.90%
Wells Fargo & Company/Mn0.01%6,912,786$48,043,858$50,878,105+$2,834,247+5.90%
Vanguard Capital Management Llc0.00%6,823,437$47,422,887$50,220,496+$2,797,609+5.90%
Charles Schwab Investment Management Inc0.01%6,497,923$45,160,565$47,824,713+$2,664,148+5.90%
Harris Associates L P0.06%5,929,801$41,212,117$43,643,335+$2,431,218+5.90%
State Street Corp0.00%5,465,922$37,988,158$40,229,186+$2,241,028+5.90%
Bank Of America Corp0.00%4,493,752$31,231,576$33,074,015+$1,842,439+5.90%
Arrowstreet Capital, Limited Partnership0.02%4,040,382$28,080,655$29,737,212+$1,656,557+5.90%
Two Sigma Investments, Lp0.02%3,784,985$26,305,646$27,857,490+$1,551,844+5.90%
Healthcare Of Ontario Pension Plan Trust Fund0.04%3,750,000$26,062,500$27,600,000+$1,537,500+5.90%
Dimensional Fund Advisors Lp0.01%3,476,736$24,161,632$25,588,777+$1,427,145+5.91%
Millennium Management Llc0.02%3,401,716$23,641,926$25,036,630+$1,394,704+5.90%
Fairfax Financial HoldingsPrem Watsa1.17%3,268,902$22,751,558$24,059,119+$1,307,561+5.75%
Aqr Capital Management Llc0.01%3,113,100$21,402,564$22,912,416+$1,509,852+7.05%
Geode Capital Management, Llc0.00%2,957,193$20,557,551$21,764,940+$1,207,389+5.87%
Northern Trust Corp0.00%2,772,154$19,266,471$20,403,053+$1,136,582+5.90%
Ubs Group Ag0.00%2,677,056$18,605,541$19,703,132+$1,097,591+5.90%
Renaissance Technologies LLCJim Simons0.03%2,340,282$16,264,960$17,224,476+$959,516+5.90%
Fmr Llc0.00%2,244,002$15,595,813$16,515,855+$920,042+5.90%
Bank Of New York Mellon Corp0.00%2,158,531$15,001,787$15,886,788+$885,001+5.90%
Connor, Clark & Lunn Investment Management Ltd.0.03%2,017,425$14,021,104$14,848,248+$827,144+5.90%
Citadel Advisors Llc0.01%1,967,845$13,676,522$14,483,339+$806,817+5.90%
Jane Street Group, Llc0.01%1,702,108$11,829,651$12,527,515+$697,864+5.90%
Hotchkis & Wiley Capital Management Llc0.04%1,660,900$11,543,255$12,224,224+$680,969+5.90%
Invesco Ltd.0.00%1,625,542$11,297,517$11,963,989+$666,472+5.90%
Quinn Opportunity Partners Llc0.58%1,586,865$11,028,712$11,679,326+$650,614+5.90%
Oasis Management Co Ltd.1.24%1,511,903$10,507,726$11,127,606+$619,880+5.90%
Susquehanna International Group, Llp0.01%1,476,276$10,260,118$10,865,391+$605,273+5.90%
Marshall Wace, Llp0.01%1,343,549$9,337,666$9,888,521+$550,855+5.90%
Goldman Sachs Group Inc0.00%1,167,154$8,111,717$8,590,253+$478,536+5.90%
Focus Partners Wealth0.01%1,047,447$7,281,470$7,709,210+$427,740+5.87%
Vanguard Fiduciary Trust Co0.00%997,072$6,929,650$7,338,450+$408,800+5.90%
Sound Income Strategies, Llc0.29%784,388$6,502,576$5,773,096-$729,480-11.22%
Janus Henderson Group Plc0.00%927,506$6,447,384$6,826,444+$379,060+5.88%
Gotham Asset Management, Llc0.02%915,613$6,363,510$6,738,912+$375,402+5.90%
Advisors Asset Management, Inc.0.10%872,223$6,061,950$6,419,561+$357,611+5.90%
Quantinno Capital Management Lp0.01%766,397$5,326,466$5,640,682+$314,216+5.90%
Principal Financial Group Inc0.00%766,351$5,326,140$5,640,343+$314,203+5.90%
Alps Advisors Inc0.02%589,428$4,886,358$4,338,190-$548,168-11.22%
Creative Planning0.00%685,429$4,763,730$5,044,757+$281,027+5.90%
Schonfeld Strategic Advisors Llc0.03%605,682$4,209,488$4,457,820+$248,332+5.90%
Public Sector Pension Investment Board0.01%565,327$3,929,023$4,160,807+$231,784+5.90%
Rhumbline Advisers0.00%545,712$3,792,637$4,016,440+$223,803+5.90%
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc0.00%533,416$3,707,242$3,925,942+$218,700+5.90%
Soviero Asset Management, Lp1.83%470,000$3,266,500$3,459,200+$192,700+5.90%
Ameriprise Financial Inc0.00%462,735$3,216,009$3,405,730+$189,721+5.90%
Landscape Capital Management, L.L.C.0.20%456,908$3,175,511$3,362,843+$187,332+5.90%

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.