Wendy's Co (WEN) — Institutional Holders, Q2 2026 (page 4)
405 institutional investment managers reported a WEN position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.5B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 400. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
WEN 13F holders ranked 301–400 of 405
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Symmetry Investments#301 · 2,200 sh | 2,200 | $18.2K | <0.01% | New |
| 302 | HAZLETT, BURT & WATSON#302 · 2,125 sh | 2,125 | $18.0K | <0.01% | -16.7% |
| 303 | IFG Advisory#303 · 1,946 sh | 1,946 | $16.1K | <0.01% | New |
| 304 | CX Institutional#304 · 1,931 sh | 1,931 | $16.0K | — | +2.1% |
| 305 | Larson Financial Group#305 · 1,862 sh | 1,862 | $15.4K | <0.01% | +4.5% |
| 306 | ZRC WEALTH MANAGEMENT#306 · 1,794 sh | 1,794 | $14.9K | — | -48.3% |
| 307 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#307 · 1,706 sh | 1,706 | $14.1K | — | 0.0% |
| 308 | NOMURA ASSET MANAGEMENT LTD#308 · 1,700 sh | 1,700 | $14.1K | 0.00% | -67.9% |
| 309 | Spurstone Advisory Services#309 · 1,500 sh | 1,500 | $13.4K | 0.18% | New |
| 310 | UMB Bank, n.a.#310 · 1,369 sh | 1,369 | $11.3K | <0.01% | -35.1% |
| 311 | ROTHSCHILD INVESTMENT#311 · 1,329 sh | 1,329 | $11.0K | <0.01% | -55.5% |
| 312 | Ares Financial Consulting#312 · 1,322 sh | 1,322 | $11.0K | — | 0.0% |
| 313 | FIRST UNITED BANK#313 · 1,233 sh | 1,233 | $10.2K | — | 0.0% |
| 314 | Spire Wealth Management#314 · 1,218 sh | 1,218 | $10.1K | <0.01% | +6.1% |
| 315 | FARMERS & MERCHANTS INVESTMENTS#315 · 1,137 sh | 1,137 | $9.4K | — | 0.0% |
| 316 | Clearstead#316 · 1,054 sh | 1,054 | $8.7K | <0.01% | +263.4% |
| 317 | GABLES CAPITAL MANAGEMENT#317 · 1,000 sh | 1,000 | $8.3K | <0.01% | New |
| 318 | Hoese & LLP#318 · 1,000 sh | 1,000 | $8.3K | — | New |
| 319 | CoreCap Advisors#319 · 1,000 sh | 1,000 | $8.3K | — | 0.0% |
| 320 | Fortitude Family Office#320 · 978 sh | 978 | $8.1K | — | +1586.2% |
| 321 | CREATIVE FINANCIAL DESIGNS#321 · 977 sh | 977 | $8.1K | <0.01% | +33.3% |
| 322 | ASSETMARK#322 · 955 sh | 955 | $7.9K | — | 0.0% |
| 323 | Stone House Investment Management#323 · 944 sh | 944 | $7.8K | — | +86.9% |
| 324 | Sachetta#324 · 889 sh | 889 | $7.4K | <0.01% | +7.5% |
| 325 | LOS ANGELES CAPITAL MANAGEMENT#325 · 881 sh | 881 | $7.3K | 0.00% | -91.3% |
| 326 | CULLEN/FROST BANKERS#326 · 858 sh | 858 | $7.1K | <0.01% | 0.0% |
| 327 | Medallion Wealth Advisors#327 · 2,300 sh | 2,300 | $6.6K | <0.01% | +187.5% |
| 328 | Optiver Holding B.V.#328 · 783 sh | 783 | $6.5K | 0.00% | New |
| 329 | PITTENGER & ANDERSON#329 · 750 sh | 750 | $6.2K | <0.01% | 0.0% |
| 330 | Align Financial#330 · 750 sh | 750 | $6.2K | — | 0.0% |
| 331 | Sterling Capital Management#331 · 718 sh | 718 | $6.0K | — | -79.7% |
| 332 | TOUNJIAN ADVISORY PARTNERS#332 · 710 sh | 710 | $5.9K | <0.01% | New |
| 333 | Institute for Wealth Management#333 · 710 sh | 710 | $5.9K | <0.01% | New |
| 334 | Owl Creek Wealth Partners#334 · 700 sh | 700 | $5.8K | — | New |
| 335 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#335 · 662 sh | 662 | $5.5K | <0.01% | +23.0% |
| 336 | Union Bankshares#336 · 600 sh | 600 | $5.0K | <0.01% | 0.0% |
| 337 | Indiana & Investment Management#337 · 541 sh | 541 | $4.5K | — | 0.0% |
| 338 | Crews Bank#338 · 531 sh | 531 | $4.4K | <0.01% | 0.0% |
| 339 | N.E.W. Advisory Services#339 · 520 sh | 520 | $4.3K | <0.01% | +20.4% |
| 340 | Community Financial Services Group#340 · 425 sh | 425 | $3.8K | — | 0.0% |
| 341 | JPL Wealth Management#341 · 425 sh | 425 | $3.5K | <0.01% | 0.0% |
| 342 | Financial Management Professionals#342 · 425 sh | 425 | $3.5K | — | 0.0% |
| 343 | HARBOR INVESTMENT ADVISORY#343 · 375 sh | 375 | $3.1K | — | 0.0% |
| 344 | Key Capital Management#344 · 354 sh | 354 | $2.9K | <0.01% | -77.5% |
| 345 | IFP Advisors#345 · 344 sh | 344 | $2.9K | — | -83.7% |
| 346 | True Wealth Design#346 · 339 sh | 339 | $2.8K | — | -79.4% |
| 347 | Commonwealth Retirement Investments#347 · 327 sh | 327 | $2.7K | — | New |
| 348 | Triumph Capital Management#348 · 325 sh | 325 | $2.7K | — | 0.0% |
| 349 | ALERUS FINANCIAL NA#349 · 324 sh | 324 | $2.7K | <0.01% | 0.0% |
| 350 | THURSTON, SPRINGER, MILLER, HERD & TITAK#350 · 300 sh | 300 | $2.5K | — | 0.0% |
| 351 | Bare Financial Services#351 · 286 sh | 286 | $2.4K | <0.01% | 0.0% |
| 352 | Princeton Global Asset Management#352 · 285 sh | 285 | $2.4K | — | 0.0% |
| 353 | ST GERMAIN D J#353 · 285 sh | 285 | $2.4K | <0.01% | 0.0% |
| 354 | Bogart Wealth#354 · 260 sh | 260 | $2.2K | <0.01% | +2500.0% |
| 355 | Abound Wealth Management#355 · 226 sh | 226 | $1.9K | — | 0.0% |
| 356 | RMG Wealth Management#356 · 206 sh | 206 | $1.8K | — | New |
| 357 | Nalls Sherbakoff Group#357 · 212 sh | 212 | $1.8K | <0.01% | 0.0% |
| 358 | NATIONAL BANK OF CANADA#358 · 209 sh | 209 | $1.7K | 0.00% | New |
| 359 | FIRST COMMUNITY NA#359 · 200 sh | 200 | $1.7K | — | 0.0% |
| 360 | Ameritas Advisory Services#360 · 196 sh | 196 | $1.6K | 0.00% | New |
| 361 | Kilter Group#361 · 156 sh | 156 | $1.3K | <0.01% | -17.5% |
| 362 | Bruce G. Allen Investments#362 · 144 sh | 144 | $1.2K | <0.01% | +121.5% |
| 363 | Continuum Advisory#363 · 128 sh | 128 | $1.1K | <0.01% | New |
| 364 | Avion Wealth#364 · 136 sh | 136 | $1.0K | <0.01% | New |
| 365 | HORIZON BANCORP#365 · 124 sh | 124 | $1.0K | <0.01% | 0.0% |
| 366 | Cornerstone Planning Group#366 · 135 sh | 135 | $997.00 | — | +0.7% |
| 367 | First Command Advisory Services#367 · 113 sh | 113 | $937.00 | 0.00% | 0.0% |
| 368 | GILL CAPITAL PARTNERS#368 · 100 sh | 100 | $830.00 | — | New |
| 369 | Washington Advisors#369 · 100 sh | 100 | $829.00 | — | New |
| 370 | Horizon Investments#370 · 97 sh | 97 | $804.00 | 0.00% | -27.6% |
| 371 | Cedar Mountain Advisors#371 · 93 sh | 93 | $771.00 | — | New |
| 372 | SHP Wealth Management#372 · 89 sh | 89 | $738.00 | <0.01% | +34.8% |
| 373 | First Bancorp#373 · 85 sh | 85 | $705.00 | — | New |
| 374 | LRI Investments#374 · 77 sh | 77 | $638.00 | <0.01% | New |
| 375 | Rialto Wealth Management#375 · 75 sh | 75 | $622.00 | <0.01% | +4.2% |
| 376 | Cornerstone Financial Management#376 · 74 sh | 74 | $613.00 | <0.01% | New |
| 377 | HighMark Wealth Management#377 · 65 sh | 65 | $538.00 | <0.01% | New |
| 378 | Plante Moran Financial Advisors#378 · 63 sh | 63 | $522.00 | 0.00% | New |
| 379 | Smartleaf Asset Management#379 · 62 sh | 62 | $513.00 | 0.00% | 0.0% |
| 380 | Essential Partners#380 · 60 sh | 60 | $497.00 | — | -99.6% |
| 381 | TD Capital Management#381 · 50 sh | 50 | $415.00 | 0.00% | 0.0% |
| 382 | OF VERMONT#382 · 45 sh | 45 | $373.00 | — | — |
| 383 | Ankerstar Wealth#383 · 41 sh | 41 | $340.00 | <0.01% | New |
| 384 | Physician Wealth Advisors#384 · 38 sh | 38 | $317.00 | — | -59.1% |
| 385 | MV CAPITAL MANAGEMENT#385 · 35 sh | 35 | $291.00 | 0.00% | -82.3% |
| 386 | JFS WEALTH ADVISORS#386 · 34 sh | 34 | $282.00 | 0.00% | New |
| 387 | GILPIN WEALTH MANAGEMENT#387 · 33 sh | 33 | $274.00 | — | New |
| 388 | WEST PACES ADVISORS#388 · 32 sh | 32 | $265.00 | — | New |
| 389 | IAG Wealth Partners#389 · 27 sh | 27 | $224.00 | 0.00% | 0.0% |
| 390 | BEACON INVESTMENT ADVISORY SERVICES#390 · 27 sh | 27 | $220.00 | — | +3.8% |
| 391 | Clearstead Advisors#391 · 21 sh | 21 | $176.00 | 0.00% | 0.0% |
| 392 | Versant Capital Management#392 · 16 sh | 16 | $133.00 | — | -99.1% |
| 393 | Davis Capital Management#393 · 8 sh | 8 | $66.00 | — | New |
| 394 | Buck Wealth Strategies#394 · 8 sh | 8 | $66.00 | 0.00% | New |
| 395 | ROSS\JOHNSON & Associates#395 · 8 sh | 8 | $66.00 | <0.01% | New |
| 396 | Silver Grove Financial Group#396 · 6 sh | 6 | $50.00 | 0.00% | New |
| 397 | Transamerica Financial Advisors#397 · 5 sh | 5 | $41.00 | 0.00% | -96.2% |
| 398 | Walleye Capital#398 · 3 sh | 3 | $25.00 | 0.00% | -100.0% |
| 399 | WOLFF WIESE MAGANA#399 · 2 sh | 2 | $18.00 | — | 0.0% |
| 400 | Freestone Grove Partners#400 · 1 sh | 1 | $8.00 | 0.00% | -100.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.