Across its top 20 institutional holders, WEN's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 11/100, avg. turnover score 30/100).

Quarterly Activity

Recent Activity

+$861.9M

Total Buy Value

$857.3M

Total Sell Value

New buy66

Trim135

Add141

Sold out83

207

Net Buyers

218

Net Sellers

Smart Money Convergence

WEN does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/WEN

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

95058W100

FAQ

Who are the top institutional investors holding WENDY'S CO/THE (WEN)?

Major stakeholders currently include Trian Fund Management, L.p. ($211.6M), BlackRock, Inc. ($151.1M), Vanguard Portfolio Management LLC ($64.4M). Based on the latest 13F filings, there are a total of 410 tracked investment funds and institutions maintaining positions in WEN.

What is the overall institutional sentiment toward WEN recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $241.9M, driven by 207 managers accumulating shares while 218 reduced their exposure.

Which institutions have been selling or reducing their WEN positions?

In the latest period, 135 funds trimmed their holdings, and 83 managers completely exited their positions. The aggregate reported sell value was $857.3M.

Are there any notable investors adding WEN to their portfolios?

Yes, buying activity remains notable. 66 institutions opened new positions in {ticker}, and 141 existing holders added to their shares. The total reported buy value for the quarter amounted to $861.9M.

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Developer Access

Access WEN's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/WEN

CLI

npx alphasmo stocks get WEN

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