WEN — WENDYS CO
As of Q2 2026, 34 SEC-registered investment managers reported holding WEN (WENDYS CO) in their latest 13F filings, with a combined reported value of $686.33M across 83.06M shares. That is -11.1% by share count (-10.33M shares) versus the previous quarter, while reported value moved +6.0%. Ownership is concentrated: the five largest holders account for 61.3% of reported value and the top ten for 81.3%.
Compared with the prior quarter, 3 opened new positions, 17 added to existing stakes, 13 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
WEN is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 26.31M | $218.15M | 0.00% | Add |
| Vanguard Group history | Q4 2025 | 17.13M | $142.73M | 0.00% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 7.52M | $62.37M | 0.01% | Add |
| Wells Fargo & Co history | Q2 2026 | 6.68M | $55.41M | 0.01% | Reduce |
| Harris Associates (Oakmark) history | Q2 2026 | 5.59M | $46.32M | 0.06% | Reduce |
| Citadel Advisors history | Q2 2026 | 4.65M | $38.57M | 0.01% | Add |
| Geode Capital Management history | Q2 2026 | 4.27M | $35.41M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 4.00M | $33.12M | 0.00% | Reduce |
| Northern Trust Corp history | Q2 2026 | 3.52M | $29.17M | 0.00% | Add |
| Arrowstreet Capital history | Q1 2026 | 4.04M | $28.08M | 0.01% | Reduce |
| Wellington Management Group history | Q2 2023 | 1.17M | $25.39M | 0.01% | Reduce |
| Millennium Management history | Q1 2026 | 3.40M | $23.64M | 0.01% | Add |
| UBS Group AG history | Q2 2026 | 2.39M | $19.83M | 0.00% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 2.34M | $19.37M | 0.00% | Add |
| Norges Bank Investment Management history | Q2 2025 | 1.66M | $18.93M | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 2.28M | $18.90M | 0.00% | Add |
| Capital Research Global Investors history | Q2 2024 | 1.06M | $17.91M | 0.00% | Hold |
| Point72 Asset Management history | Q2 2026 | 1.92M | $15.88M | 0.02% | Add |
| Invesco Ltd history | Q2 2026 | 1.70M | $14.12M | 0.00% | Add |
| AQR Capital Management history | Q2 2026 | 1.49M | $12.09M | 0.00% | Reduce |
New Positions (Q2 2026)
- Balyasny Asset Management 400.00K sh · $3.32M
- First Eagle Investment Management 353.02K sh · $2.93M
- JPMorgan Chase & Co 207.62K sh · $1.77M
Fully Exited (vs previous quarter)
- Arrowstreet Capital sold 4.04M sh · $28.08M
- Millennium Management sold 3.40M sh · $23.64M
- Janus Henderson Group sold 927.51K sh · $6.45M
- Bridgewater Associates sold 53.95K sh · $374.95K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 19.73M | 19.81M | 19.77M | 19.77M | 24.11M | 24.91M | 21.74M | 26.31M |
| Charles Schwab Investment Management | 1.48M | 1.51M | 2.11M | 2.12M | 2.12M | 2.09M | 4.58M | 4.66M | 4.67M | 4.71M | 5.96M | 6.04M | 5.85M | 6.30M | 6.77M | 6.57M | 6.86M | 7.09M | 6.50M | 7.52M |
| Wells Fargo & Co | 651.54K | 309.42K | 424.64K | 94.14K | 105.82K | 108.78K | 111.58K | 119.70K | 119.79K | 137.03K | 321.02K | 166.11K | 172.68K | 99.94K | 123.52K | 172.91K | 1.34M | 4.22M | 6.91M | 6.68M |
| Harris Associates (Oakmark) | — | 5.22M | 5.87M | 6.55M | 6.91M | 4.94M | 5.71M | 5.60M | 7.75M | 4.94M | 8.64M | 9.49M | 9.09M | 9.25M | 9.75M | 11.08M | 10.60M | 9.97M | 5.93M | 5.59M |
| Citadel Advisors | 3.79M | 4.52M | 453.15K | 4.43M | 787.29K | 706.39K | 998.96K | 454.30K | 519.67K | 772.23K | 1.96M | 552.10K | 568.41K | 1.07M | 737.89K | 1.77M | 1.82M | 2.36M | 2.62M | 4.65M |
| Geode Capital Management | 4.18M | 3.51M | 2.41M | 2.33M | 2.34M | 2.45M | 2.54M | 2.67M | 2.73M | 2.80M | 2.91M | 2.98M | 3.10M | 3.11M | 3.33M | 3.20M | 3.58M | 3.20M | 2.96M | 4.27M |
| Morgan Stanley | 537.24K | 372.62K | 479.94K | 604.57K | 672.60K | 731.68K | 762.06K | 1.04M | 1.38M | 1.74M | 1.75M | 2.38M | 2.13M | 2.71M | 2.95M | 4.30M | 6.19M | 6.55M | 7.59M | 4.00M |
| Northern Trust Corp | 1.41M | 1.38M | 1.36M | 1.28M | 1.25M | 1.28M | 1.30M | 1.26M | 1.25M | 1.24M | 1.09M | 1.27M | 1.27M | 1.58M | 2.99M | 2.02M | 2.21M | 2.27M | 2.77M | 3.52M |
| UBS Group AG | 302.85K | 329.58K | 414.20K | 596.15K | 181.66K | 152.11K | 412.98K | 305.71K | 690.68K | 845.72K | 607.31K | 325.70K | 340.84K | 1.82M | 1.33M | 4.81M | 2.69M | 2.01M | 2.68M | 2.39M |
| Goldman Sachs Group | 2.17M | 1.85M | 1.12M | 2.60M | 1.01M | 614.21K | 292.10K | 672.67K | 449.51K | 546.08K | 426.03K | 1.19M | 1.01M | 1.31M | 1.08M | 989.54K | 755.43K | 1.32M | 1.17M | 2.34M |
| BNY Mellon | 2.24M | 2.22M | 2.30M | 2.38M | 2.33M | 2.14M | 2.13M | 2.10M | 2.06M | 2.76M | 2.64M | 2.75M | 2.55M | 2.43M | 2.58M | 2.44M | 2.05M | 2.22M | 2.16M | 2.28M |
| Point72 Asset Management | 538.50K | 607.90K | 2.50M | 1.08M | 160.84K | 13.50K | 13.50K | 274.77K | 13.50K | — | — | 2.48M | 6.44M | 2.96M | 6.01M | 7.70M | 2.94M | 1.58M | 27.94K | 1.92M |
| Invesco Ltd | 429.00K | 426.42K | 411.99K | 462.93K | 439.25K | 640.42K | 427.63K | 1.34M | 1.18M | 999.21K | 1.24M | 1.46M | 475.33K | 1.88M | 1.95M | 613.93K | 884.74K | 1.08M | 1.63M | 1.70M |
| AQR Capital Management | 1.00M | 914.79K | 586.86K | 260.92K | 119.77K | 99.94K | 269.23K | 435.10K | 1.28M | 3.42M | 3.85M | 6.81M | 11.12M | 10.42M | 10.64M | 13.84M | 8.48M | 11.71M | 3.11M | 1.49M |
| Two Sigma Investments | 1.43M | 1.89M | 1.51M | — | 1.08M | 1.04M | 1.10M | 1.66M | 848.67K | 2.34M | 2.02M | 1.56M | 2.15M | 923.12K | — | — | — | — | 3.88M | 1.37M |
| Bank of America Corp | 605.28K | 1.08M | 1.15M | 1.19M | 1.33M | 907.29K | 1.11M | 814.24K | 923.31K | 765.52K | 453.29K | 470.41K | 558.40K | 538.54K | 4.60M | 5.15M | 3.01M | 4.26M | 4.49M | 1.26M |
| D. E. Shaw & Co | — | 12.42K | 18.33K | 16.43K | 34.74K | 98.23K | 212.42K | 103.10K | 62.40K | 76.45K | 126.24K | 88.38K | 92.89K | — | — | — | 329.52K | 707.34K | 263.70K | 922.77K |
| Marshall Wace | 119.60K | 497.26K | — | — | — | 1.10M | 1.81M | 326.24K | — | — | — | — | — | — | — | — | 4.03M | 1.14M | 1.34M | 898.02K |
| Principal Global Investors | 621.29K | 607.85K | 668.42K | 680.67K | 664.84K | 673.92K | 675.68K | 640.17K | 632.59K | 620.41K | 632.12K | 554.87K | 397.39K | 395.14K | 396.04K | 366.51K | 759.62K | 750.43K | 766.35K | 772.71K |
| PSP Investments | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 616.97K | 546.74K | 565.33K | 542.22K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details