WEN

Wendy's Co Cross-source read$8.03 1.90%
Consumer DiscretionaryCUSIP 95058W100· EOD Sep 4, 2026

Among active 13F managers last quarter, 7 opened and 27 added, while 15 reduced; the largest holder to move was Trian Fund Management, L.P. (+0.1%). No open-market insider trades in the last 180 days.

Tracked 13F holders
362
211 in Q2 2026 filings
13F value (tracked)
$1.5B
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
34 adding · 15 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$8.03 1.90%5Y -64.6%
$5.15$10.18$15.21$20.25$25.282021202220232024202520261043484846544744463456405476339755533466146346535926750363672847710372410577949721101081151118270
Hover for who · click for detailEnd-of-day closing prices52w $6.17 – $10.33

Who owns WEN?

362 tracked 13F filers · ranked by shares held

362 tracked 13F filers disclose a position in WEN as of the latest SEC 13F filings, a combined $1.5B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Trian Fund Management, L.P.30.5M
$252.6M
+0.1%
Added · +22K sh
Q2 2026
2BlackRock, Inc.26.3M
$218.1M
+21%
Added · +4.6M sh
Q2 2026
3Vanguard Portfolio Management LLC10.3M
$85.4M
+11%
Added · +1.0M sh
Q2 2026
4Fairfax Financial Holdings Ltd/ Can8.0M
$66.3M
+145%
Added · +4.7M sh
Q2 2026
5Morgan Stanley7.6M
$52.8M
+16%
Added · +1.0M sh
Q1 2026
6Vanguard Capital Management LLC6.9M
$57.4M
+1.5%
Added · +101K sh
Q2 2026
7Wells Fargo & Company6.9M
$48.0M
+64%
Added · +2.7M sh
Q1 2026
8State Street Corp6.6M
$54.4M
+20%
Added · +1.1M sh
Q2 2026
9Charles Schwab Investment Management Inc6.5M
$45.2M
−8.4%
Reduced · −594K sh
Q1 2026
10Harris Associates L P5.9M
$41.2M
−41%
Reduced · −4.0M sh
Q1 2026
11Bank Of America Corp4.5M
$31.2M
+5.5%
Added · +237K sh
Q1 2026
12Geode Capital Management, LLC4.3M
$35.4M
+44%
Added · +1.3M sh
Q2 2026
13Arrowstreet Capital, Limited Partnership4.0M
$28.1M
−5.8%
Reduced · −247K sh
Q1 2026
14Two Sigma Investments, LP3.8M
$26.3M
New
+3.8M sh
Q1 2026
15Healthcare Of Ontario Pension Plan Trust Fund3.8M
$26.1M
New
+3.8M sh
Q1 2026
16Dimensional Fund Advisors LP3.5M
$24.2M
−12%
Reduced · −470K sh
Q1 2026
17Millennium Management LLC3.4M
$23.6M
+43%
Added · +1.0M sh
Q1 2026
18AQR Capital Management LLC3.1M
$21.4M
−73%
Reduced · −8.6M sh
Q1 2026
19Northern Trust Corp2.8M
$19.3M
+22%
Added · +506K sh
Q1 2026
20UBS Group AG2.7M
$18.6M
+33%
Added · +666K sh
Q1 2026
21Renaissance Technologies LLC2.3M
$16.3M
27×
Added · +2.3M sh
Q1 2026
22Bank of New York Mellon Corp2.2M
$15.0M
−2.6%
Reduced · −58K sh
Q1 2026
23Point72 Asset Management, L.P.1.9M
$15.9M
133×
Added · +1.9M sh
Q2 2026
24Hotchkis & Wiley Capital Management LLC1.9M
$15.9M
+15%
Added · +251K sh
Q2 2026
25Jane Street Group, LLC1.7M
$11.8M
−46%
Reduced · −1.5M sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 2 value rows are withheld because the reported units disagree with same-security peers; share counts are unchanged.

Is WEN being bought or sold by institutions?

Last quarter, 7 funds opened a new position in WEN and 27 added to an existing one, while 15 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
7
funds took a first position
Added
27
added to an existing position
Reduced
15
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own WEN also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT215 funds$228.0B
Nvidia CorpNVDA209 funds$331.8B
Amazon.com IncAMZN208 funds$172.9B
Alphabet Inc-CL AGOOGL206 funds$137.7B
Alphabet Inc-CL CGOOG205 funds$110.5B
Meta Platforms Inc-Class AMETA205 funds$95.7B
Apple IncAAPL204 funds$252.0B
Eli Lilly & CoLLY203 funds$66.4B
Broadcom IncAVGO201 funds$134.8B
Chevron CorpCVX201 funds$25.5B
Visa Inc-Class A SharesV200 funds$49.7B
Unitedhealth Group IncUNH199 funds$26.2B

Ranked by how many of WEN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in WEN.

Insider activity (Form 4)

Full insider page →
Net · 180d
$0
0 open-market transactions
DateInsiderRoleActionSharesValue
Nov 20, 2025Suerken Peter J. JRPresident, U.S.Buy (P)500$4K
Nov 19, 2025Min JohnChief Legal Ofcr & SecretaryBuy (P)2K$14K
Jun 3, 2025Radkoski Lindsay J.CMO, U.S.Buy (P)5K$59K
May 23, 2025Cook Kenneth M.Chief Financial OfficerBuy (P)2K$17K
May 21, 2025O'Brien Matthew ColeyChief People OfficerBuy (P)2K$20K
May 9, 2025Min JohnChief Legal Ofcr & SecretaryBuy (P)1K$12K
May 5, 2025Pringle Abigail E.President, U.S.Sell (S)137K$1.8M
Mar 4, 2025Gilbert Kenneth WDirectorSell (S)4K$53K
Nov 7, 2024Mathews-Spradlin Mich JDirectorSell (S)24K$496K
Nov 5, 2024Esposito LilianaChf Corp Affrs & Sustnblty OfcSell (S)52K$1.0M
Aug 8, 2024Trian Fund Management, L.p.Director, 10% OwnerSell (S)
2 lots, same day
2.0M$34.4M
Aug 8, 2024Peltz NelsonDirector, 10% OwnerSell (S)1.0M$17.2M

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
5832
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0
Sector rotation
WEN is in Consumer Discretionary, which smart money is rotating OUT OF
$12.2B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

211 tracked filers in Q2 2026 filingsstill filing
0183365Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $543.6M · 1 values withheld
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for WEN

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Ask your agent what changed in WEN

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/WEN/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for WEN.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WEN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.