14 institutions reported holding $738,392 of WENDYS CO (WEN) in SEC 13F filings for 2026-06-30. Largest institutional holders: PVG ASSET MANAGEMENT CORP ($343,596), Hennion & Walsh Asset Management, Inc. ($134,240), Whitcomb & Hess, Inc. ($106,057), GAMMA Investing LLC ($73,690), MassMutual Private Wealth & Trust, FSB ($34,926). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | PVG ASSET MANAGEMENT CORP | $343,596 | 41,447 | New |
| 2 | Hennion & Walsh Asset Management, Inc. | $134,240 | 16,193 | Trimmed |
| 3 | Whitcomb & Hess, Inc. | $106,057 | 12,793 | Added |
| 4 | GAMMA Investing LLC | $73,690 | 8,889 | Trimmed |
| 5 | MassMutual Private Wealth & Trust, FSB | $34,926 | 4,213 | Trimmed |
| 6 | CX Institutional | $16,000 | 1,931 | Added |
| 7 | ELEVATION WEALTH PARTNERS, LLC | $14,873 | 1,794 | Trimmed |
| 8 | CoreCap Advisors, LLC | $8,290 | 1,000 | Hold |
| 9 | HARBOR INVESTMENT ADVISORY, LLC | $3,109 | 375 | Hold |
| 10 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $2,487 | 300 | Hold |
| 11 | Cedar Mountain Advisors, LLC | $771 | 93 | New |
| 12 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $220 | 27 | Added |
| 13 | Versant Capital Management, Inc | $133 | 16 | Trimmed |
| 14 | Bangor Savings Bank | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30