WEN — Wendys Co Institutional Holders · Q3 2026
Who owns Wendys Co (WEN)? 18 institutions reported holding $1.03M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Atlas Brown,Inc. ($287,100), Vista Investment Partners LLC ($179,801), Everhart Financial Group, Inc. ($116,723).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Atlas Brown,Inc. | $287,100 | 45,000 | Added |
| 2 | VISTA INVESTMENT PARTNERS LLC | $179,801 | 28,182 | Added |
| 3 | Everhart Financial Group, Inc. | $116,723 | 18,295 | Trimmed |
| 4 | Venture Visionary Partners LLC | $101,806 | 15,956 | Trimmed |
| 5 | Sound Income Strategies, LLC | $86,697 | 13,938 | Trimmed |
| 6 | Whitcomb & Hess, Inc. | $82,340 | 12,906 | Added |
| 7 | GAMMA Investing LLC | $50,702 | 7,947 | Trimmed |
| 8 | Farther Finance Advisors, LLC | $46,489 | 7,287 | Trimmed |
| 9 | Investors Research Corp | $19,140 | 3,000 | Hold |
| 10 | MassMutual Private Wealth & Trust, FSB | $15,376 | 2,410 | Trimmed |
| 11 | ELEVATION WEALTH PARTNERS, LLC | $12,065 | 1,891 | Added |
| 12 | CX Institutional | $12,000 | 1,949 | Added |
| 13 | Versant Capital Management, Inc | $10,316 | 1,617 | Added |
| 14 | CoreCap Advisors, LLC | $6,380 | 1,000 | Hold |
| 15 | GoalVest Advisory LLC | $4,358 | 683 | New |
| 16 | GILPIN WEALTH MANAGEMENT, LLC | $211 | 33 | Hold |
| 17 | Davis Capital Management | $51 | 8 | Hold |
| 18 | FIRST COMMUNITY TRUST NA | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30