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WEN Institutional Ownership & 13F Holders | SmartMoneyDB

WENWendys Co.

COM · CUSIP 95058W100

Smart Money Ownership

Of the 16 tracked institutions holding WEN, 10 have a 3-year clone track record — 6 of them beat the S&P. Average holder's clone alpha: +2.8pt. It's a gauge of who owns the name, not just how many.

WEN (Wendys Co.) Institutional Ownership Summary

Among the 16 tracked institutional investors we monitor, WEN (Wendys Co.) is held with a combined value of $683.55M across 94,983,210 shares. The largest holder is TRIAN FUND MANAGEMENT, L.P. with a position worth $211.60M (5.48% of their portfolio). 2 funds opened new positions in the most recent quarter. 7 funds increased their holdings. 7 funds reduced their position.

Total Institutional Value

$683.55M

Total Shares Held

94,983,210

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

RENAISSANCE TECHNOLOGIES LLC+2612% shares~$15.7M MILLENNIUM MANAGEMENT LLC+41% shares~$6.9M CITADEL ADVISORS LLC+55% shares~$4.8M FMR LLC+22% shares~$2.8M STATE STREET CORP+0% shares~$151.3K

13F Institutional Holders

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TRIAN FUND MANAGEMENT, L.P.

HARRIS ASSOCIATES L P

MILLENNIUM MANAGEMENT LLC

0.01% of book+41.2%

$23.64M

AQR CAPITAL MANAGEMENT LLC

0.01% of book-73.4%

$21.40M

RENAISSANCE TECHNOLOGIES LLC

0.03% of book+2612.4%

#	Fund	Value↓	Shares	Portfolio %	Change
1	TRIAN FUND MANAGEMENT, L.P.	$211.60M	30,446,022	5.48%	+0.0%
2	BlackRock, Inc.	$151.08M	21,738,649	0.00%	-12.7%
3	VANGUARD GROUP INC	$142.73M	17,134,262	0.00%	-7.8%
4	HARRIS ASSOCIATES L P	$41.21M	5,929,801	0.06%	-40.5%
5	STATE STREET CORP	$37.99M	5,465,922	0.00%	+0.4%
6	MILLENNIUM MANAGEMENT LLC	$23.64M	3,401,716	0.01%	+41.2%
7	AQR CAPITAL MANAGEMENT LLC	$21.40M	3,113,100	0.01%	-73.4%
8	RENAISSANCE TECHNOLOGIES LLC	$16.26M	2,340,282	0.03%	+2612.4%
9	FMR LLC	$15.60M	2,244,002	0.00%	+22.3%
10	CITADEL ADVISORS LLC	$13.68M	1,967,845	0.01%	+54.7%

Frequently Asked Questions

Which institutional investors own the most WEN stock?

As of the latest SEC 13F filings, TRIAN FUND MANAGEMENT, L.P. is the largest institutional holder of WEN with a position worth $211.60M, representing 5.48% of their portfolio. In total, 16 institutional investors hold WEN with a combined value of $683.55M.

Are hedge funds buying or selling WEN?

In the most recent quarter, 2 funds opened a new position in WEN. Additionally, 7 increased their holdings and 7 reduced their positions.

What percentage of WEN is owned by institutional investors?

Institutional investors hold $683.55M worth of WEN stock across 16 positions. The largest institutional holder is TRIAN FUND MANAGEMENT, L.P. with $211.60M in holdings.

What is a 13F filing and why does it matter for WEN?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For WEN, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track WEN institutional moves

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