Wendy's Company Ownership | Who Owns Wendy's Company?
Wendy's Company Ownership Summary
Wendy's Company is owned by 86.54% institutional investors, 8.95% insiders, and 4.52% retail investors. Trian fund management is the largest institutional shareholder, holding 15.34% of WEN shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.74% of its assets in Wendy's Company shares.
WEN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Wendy's Company | 86.54% | 8.95% | 4.52% |
| Sector | Consumer Cyclical Stocks | 59.49% | 12.59% | 27.92% |
| Industry | Restaurants Stocks | 73.98% | 8.86% | 17.16% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Trian fund management | 31.51M | 15.34% | $534.37M |
| Vanguard group | 21.73M | 10.58% | $368.60M |
| Blackrock | 19.61M | 9.55% | $332.50M |
| Harris associates l p | 9.49M | 4.62% | $160.98M |
| Aqr capital management | 6.81M | 3.32% | $115.56M |
| Charles schwab investment management | 6.04M | 2.94% | $102.36M |
| State street | 5.15M | 2.51% | $87.34M |
| Jpmorgan chase | 5.08M | 2.47% | $86.11M |
| Allspring global investments | 5.07M | 2.47% | $85.98M |
| Dimensional fund advisors lp | 4.09M | 1.99% | $69.45M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Trian fund management | 31.51M | 13.03% | $534.37M |
| Dean capital management | 107.22K | 2.34% | $1.82M |
| Joseph group capital management | 95.23K | 0.84% | $1.62M |
| Vela investment management | 141.64K | 0.75% | $2.40M |
| Sandler capital management | 400.00K | 0.73% | $6.78M |
| Dean investment associates | 290.58K | 0.70% | $4.93M |
| Neo ivy capital management | 170.26K | 0.57% | $2.89M |
| Cadence bank | 424.70K | 0.54% | $7.20M |
| North star investment management | 282.68K | 0.35% | $4.79M |
| Boyar asset management | 30.02K | 0.35% | $509.16K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Aqr capital management | 6.81M | 0.18% | 2.96M |
| Point72 asset management | 2.48M | 0.11% | 2.48M |
| Squarepoint ops | 3.49M | 0.10% | 1.86M |
| Harris associates l p | 9.49M | 0.27% | 848.81K |
| Bank of montreal /can/ | 866.88K | 0.00% | 746.38K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Massachusetts financial services co /ma/ | 1.07M | 0.01% | -4.72M |
| Citadel advisors | - | - | -1.50M |
| Millennium management | 2.02M | 0.02% | -1.08M |
| Capital research global investors | - | - | -1.06M |
| Assenagon asset management | - | - | -1.01M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Point72 asset management | 2.48M | 0.11% | 2.48M | $42.08M |
| Norges bank | 685.98K | 0.00% | 685.98K | $11.63M |
| Mirae asset global etfs | 644.62K | 0.03% | 644.62K | $10.93M |
| Corebridge financial | 211.25K | 0.02% | 211.25K | $3.58M |
| Goldman sachs group | 200.00K | 0.00% | 200.00K | $3.39M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -4.00 |
| Tyler-stone wealth management | -4.00 |
| Scarborough advisors | -9.00 |
| Clear point advisors | -11.00 |
| Opal wealth advisors | -15.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 402 | -1.23% | 177,327,025 | 0.77% | 86 | 1.18% | 187 | -7.88% | 120 | -2.44% |
| Jun 30, 2024 | 402 | 6.91% | 175,845,027 | 1.06% | 85 | 1.24% | 199 | 15.03% | 122 | - |
| Mar 31, 2024 | 376 | -6.70% | 174,002,477 | -0.88% | 83 | 1.18% | 173 | -20.28% | 122 | 17.31% |
| Dec 31, 2023 | 403 | 11.33% | 175,551,834 | 1.85% | 84 | 1.26% | 217 | 27.65% | 104 | -13.33% |
| Sep 30, 2023 | 362 | -2.69% | 172,355,050 | 5.12% | 81 | 1.38% | 170 | -4.49% | 120 | 11.11% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 5.58M | 2.74% | -27.75K |
| Oakmark Equity And Income Investor | 5.56M | 2.73% | -389.90K |
| Harris Assoc. Oakmark Eq & Inc CIT | 5.56M | 2.73% | -389.90K |
| iShares Core S&P Mid-Cap ETF | 5.37M | 2.64% | 2.91K |
| Vanguard Equity-Income Inv | 4.46M | 2.19% | 305.75K |
| Vanguard Small Cap Index | 4.33M | 2.12% | 8.50K |
| Schwab US Dividend Equity ETF™ | 4.11M | 2.02% | 3.64K |
| iShares Select Dividend ETF | 3.58M | 1.76% | -1.20K |
| Allspring Special US Mid Cap Value Eq | 3.33M | 1.64% | -260.00K |
| Allspring Special Mid Cap Value Inst | 3.33M | 1.63% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 07, 2024 | Mathews-Spradlin Mich J | - | Sell | $496.09K |
| Nov 05, 2024 | Esposito Liliana | Chf Corp Affrs & Sustnblty Ofc | Sell | $1.02M |
| Aug 08, 2024 | Peltz Matthew H. | Sell | $17.18M | |
| Aug 08, 2024 | MAY PETER W | Sell | $17.18M | |
| Aug 08, 2024 | PELTZ NELSON | Sell | $17.18M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 2 |
| 2024 Q3 | - | 3 |
| 2024 Q2 | - | 2 |
| 2024 Q1 | - | 1 |
| 2023 Q4 | - | 3 |
WEN Ownership FAQ
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