Filing Research | WEN - WENDYS CO Institutional Holdings

Snapshot holdings

50 / 79 loaded

#		Instrument	quantity
1	Sound Income Strategies, LLC	Shares	784.4KSH	$6.5M
2	Mirae Asset Global Investments Co., Ltd.	Shares	132.1KSH	$1.1M
3	CREDIT INDUSTRIEL ET COMMERCIAL	CALL	117.2KSH	$971.6K
4	EXCHANGE TRADED CONCEPTS, LLC	Shares	110.8KSH	$918.5K
5	A&I FINANCIAL SERVICES, LLC	Shares	108.9KSH	$902.6K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	91.9KSH	$693.9K
7	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	69.1KSH	$617.8K
8	Louisiana State Employees Retirement System	Shares	69.3KSH	$574.5K
9	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	52.2KSH	$432.4K
10	Police & Firemen's Retirement System of New Jersey	Shares	48.0KSH	$397.6K
11	PVG ASSET MANAGEMENT CORP	Shares	41.4KSH	$343.6K
12	Atlas Brown,Inc.	Shares	35.0KSH	$290.1K
13	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	27.6KSH	$229.0K
14	Sequoia Financial Advisors, LLC	Shares	27.1KSH	$224.7K
15	SPRENG CAPITAL MANAGEMENT, INC.	Shares	24.9KSH	$206.0K
16	Everhart Financial Group, Inc.	Shares	21.0KSH	$173.7K
17	VISTA INVESTMENT PARTNERS LLC	Shares	20.8KSH	$172.4K
18	SIGNATUREFD, LLC	Shares	18.4KSH	$152.9K
19	FSM Wealth Advisors, LLC	Shares	16.4KSH	$135.9K
20	Hennion & Walsh Asset Management, Inc.	Shares	16.2KSH	$134.2K
21	PFG Investments, LLC	Shares	15.1KSH	$125.2K
22	ABC ARBITRAGE SA	Shares	14.2KSH	$117.7K
23	Whitcomb & Hess, Inc.	Shares	12.8KSH	$106.1K
24	Sowell Financial Services LLC	Shares	12.5KSH	$103.5K
25	Ballentine Partners, LLC	Shares	12.0KSH	$99.7K
26	Crossmark Global Holdings, Inc.	Shares	12.0KSH	$99.5K
27	JOHNSON INVESTMENT COUNSEL INC	Shares	11.5KSH	$95.3K
28	INDEPENDENT FINANCIAL GROUP, LLC	Shares	10.4KSH	$86.5K
29	GAMMA Investing LLC	Shares	8.9KSH	$73.7K
30	Security National Bank	Shares	8.1KSH	$67.1K
31	Farther Finance Advisors, LLC	Shares	7.3KSH	$60.9K
32	SJS Investment Consulting Inc.	Shares	5.9KSH	$48.8K
33	SBI Securities Co., Ltd.	Shares	5.3KSH	$44.0K
34	MassMutual Private Wealth & Trust, FSB	Shares	4.2KSH	$34.9K
35	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	3.1KSH	$26.0K
36	Investors Research Corp	Shares	3.0KSH	$24.9K
37	Pflug Koory, LLC	Shares	2.8KSH	$23.3K
38	EverSource Wealth Advisors, LLC	Shares	2.7KSH	$22.3K
39	ELEVATION WEALTH PARTNERS, LLC	Shares	1.8KSH	$14.9K
40	Ares Financial Consulting, LLC	Shares	1.3KSH	$11.0K
41	FIRST UNITED BANK & TRUST	Shares	1.2KSH	$10.2K
42	Spire Wealth Management	Shares	1.2KSH	$10.1K
43	FARMERS & MERCHANTS INVESTMENTS INC	Shares	1.1KSH	$9.4K
44	CoreCap Advisors, LLC	Shares	1.0KSH	$8.3K
45	Hoese & Co LLP	Shares	1.0KSH	$8.3K
46	Fortitude Family Office, LLC	Shares	978SH	$8.1K
47	Sachetta, LLC	Shares	889SH	$7.4K
48	Owl Creek Wealth Partners LLC	Shares	700SH	$5.8K
49	Indiana Trust & Investment Management Co	Shares	541SH	$4.5K
50	Crews Bank & Trust	Shares	531SH	$4.4K

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Manager changes2026-06-30 vs 2026-03-31

50 / 92 loaded

#		Instrument
1	Sound Income Strategies, LLC added	Shares	+13.0K	+$1.2M	$6.5M
2	CREDIT INDUSTRIEL ET COMMERCIAL new	CALL	+117.2K	+$971.6K	$971.6K
3	EXCHANGE TRADED CONCEPTS, LLC new	Shares	+110.8K	+$918.5K	$918.5K
4	Mirae Asset Global Investments Co., Ltd. added	Shares	+21.5K	+$326.6K	$1.1M
5	A&I FINANCIAL SERVICES, LLC added	Shares	+24.8K	+$318.4K	$902.6K
6	SPRENG CAPITAL MANAGEMENT, INC. new	Shares	+24.9K	+$206.0K	$206.0K
7	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+7.7K	+$193.9K	$617.8K
8	VISTA INVESTMENT PARTNERS LLC new	Shares	+20.8K	+$172.4K	$172.4K
9	PFG Investments, LLC new	Shares	+15.1K	+$125.2K	$125.2K
10	ABC ARBITRAGE SA new	Shares	+14.2K	+$117.7K	$117.7K
11	Louisiana State Employees Retirement System trimmed	Shares	-800	+$87.3K	$574.5K
12	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+10.4K	+$86.5K	$86.5K
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.1K	+$83.1K	$693.9K
14	Atlas Brown,Inc. added	Shares	+5.0K	+$81.7K	$290.1K
15	SIGNATUREFD, LLC added	Shares	+5.4K	+$62.4K	$152.9K
16	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+183	+$38.3K	$229.0K
17	Everhart Financial Group, Inc. trimmed	Shares	-42	+$27.8K	$173.7K
18	Sowell Financial Services LLC added	Shares	+1.6K	+$27.7K	$103.5K
19	FSM Wealth Advisors, LLC trimmed	Shares	-236	+$20.3K	$135.9K
20	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-353	+$19.2K	$134.2K
21	Whitcomb & Hess, Inc. added	Shares	+247	+$18.9K	$106.1K
22	SJS Investment Consulting Inc. added	Shares	+1.3K	+$16.8K	$48.8K
23	SBI Securities Co., Ltd. added	Shares	+1.2K	+$15.6K	$44.0K
24	JOHNSON INVESTMENT COUNSEL INC trimmed	Shares	-573	+$11.4K	$95.3K
25	Security National Bank added	Shares	+4	+$10.9K	$67.1K
26	Farther Finance Advisors, LLC added	Shares	+54	+$10.6K	$60.9K
27	Crossmark Global Holdings, Inc. trimmed	Shares	-798	+$10.5K	$99.5K
28	Hoese & Co LLP new	Shares	+1.0K	+$8.3K	$8.3K
29	Fortitude Family Office, LLC added	Shares	+920	+$7.7K	$8.1K
30	Owl Creek Wealth Partners LLC new	Shares	+700	+$5.8K	$5.8K
31	BARTLETT & CO. WEALTH MANAGEMENT LLC added	Shares	+24	+$5.6K	$26.0K
32	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-9.4K	+$4.4K	$432.4K
33	Investors Research Corp unchanged	Shares	0	+$4.0K	$24.9K
34	Pflug Koory, LLC unchanged	Shares	0	+$3.8K	$23.3K
35	Spire Wealth Management added	Shares	+70	+$2.1K	$10.1K
36	Bogart Wealth, LLC added	Shares	+250	+$2.1K	$2.2K
37	Ares Financial Consulting, LLC unchanged	Shares	0	+$1.8K	$11.0K
38	FIRST UNITED BANK & TRUST unchanged	Shares	0	+$1.7K	$10.2K
39	Sachetta, LLC added	Shares	+62	+$1.6K	$7.4K
40	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$1.5K	$9.4K
41	CoreCap Advisors, LLC unchanged	Shares	0	+$1.3K	$8.3K
42	Community Financial Services Group, LLC unchanged	Shares	0	+$867	$3.8K
43	Cedar Mountain Advisors, LLC new	Shares	+93	+$771	$771
44	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	CALL	+100	+$755	$755
45	Indiana Trust & Investment Management Co unchanged	Shares	0	+$725	$4.5K
46	Crews Bank & Trust unchanged	Shares	0	+$712	$4.4K
47	LRI Investments, LLC new	Shares	+77	+$638	$638
48	Financial Management Professionals, Inc. unchanged	Shares	0	+$569	$3.5K
49	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$503	$3.1K
50	Triumph Capital Management unchanged	Shares	0	+$435	$2.7K

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