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Who owns Wendy'S Co/The (WEN)?

124 US mutual funds and ETFs from 69 fund families reported a position in WEN for the quarter ending 2026-06-30. Against their own report a quarter earlier, 23 raised shares, 47 opened a new position, 28 cut and 44 sold out.

Largest fund families

Fund familyFundsShare of fund-held shares
Ishares Trust838.8%
Vanguard Index Funds428.4%
Harris Associates Investment Trust17.8%
Spdr Series Trust65.6%
Wisdomtree Trust43.0%
Vanguard Tax-Managed Funds13.0%

Tracked managers holding WEN

InvestorBook weight
Nelson Peltz · Trian6.0%
Prem Watsa · Fairfax2.5%

Source: SEC Form N-PORT, which funds file about 60 days after quarter end, and the latest 13F filings. Share counts, not trades: a change can reflect fund inflows or outflows rather than a decision about WEN. A record of holdings, not a forecast and not investment advice. See all owner pages or the forecast board for the names our model ranks.

Which of these holders do we expect to add WEN next quarter?

Our model ranks every tracked manager’s likely next buys from 13F filings. Request the dataset sample with a work email.

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