Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WENDYS CO (WEN)

422 + Investors. Track Smart Money conviction in WEN. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +24
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — WEN

Based on 399 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added WEN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
399 hedge funds hold WEN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding WEN is almost the same as a year ago (+1 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 54% buying

238 buying202 selling
Last quarter: 238 funds bought or added vs 202 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+24 vs last Q)

new funds entering per quarter
Funds opening a new WEN position: 73 → 61 → 71 → 95. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 21% medium ■ 21% new
230 out of 399 hedge funds have held WEN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

80 → 73 → 61 → 71 → 95 new funds/Q
New funds entering each quarter: 73 → 61 → 71 → 95. A growing number of institutions are discovering WEN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 10% 1-2yr ■ 24% new
Of 422 current holders: 278 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
38 of 399 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in WEN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: WEN

How many hedge funds hold WEN — quarterly history vs. share price
Quarterly hedge fund ownership of WEN vs. share price

Market Analysis: WEN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WEN

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

58 top-rated funds 1 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: WEN
2026 Q1 Stats Unlock in 9 days 422 + Investors

Track Smart Money conviction in WEN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 422 401 5.24%
13F Shares 202M 192M 5.53%
Total Value $1.69B $1.75B -3.72%
New Positions 98 73 +25
Increased Positions 173 166 +7
Closed Positions 76 74 +2
Reduced Positions 158 149 +9
Total Calls 16 13 23.08%
Total Puts 11 20 -45.0%
PUT/CALL Ratio 0.69 1.54 Bullish

Statistics: WEN

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

422 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WEN. Verified SEC 13F-HR filings.

Top 25 institutional holders of WEN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 A&I FINANCIAL SERVICES, LLC 0.28% 84,065 $584K
2 Sound Income Strategies, LLC 0.26% 771,376 $5.3M
3 Legacy Capital Group California, Inc. 0.16% 61,686 $429K
4 BOYAR ASSET MANAGEMENT INC. 0.10% 25,742 $179K
5 Barnett & Company, Inc. 0.09% 16,600 $115K
6 LECAP ASSET MANAGEMENT LTD 0.08% 29,697 $206K
7 TOWERVIEW LLC 0.07% 14,500 $101K
8 Atlas Brown,Inc. 0.06% 30,000 $208K
9 Leonteq Securities AG 0.05% 200,532 $1.4M
10 R Squared Ltd 0.05% 12,620 $88K
11 Probity Advisors, Inc. 0.05% 43,007 $299K
12 Covestor Ltd 0.04% 7,923 —
13 Annis Gardner Whiting Capital Advisors, LLC 0.04% 33,495 $233K
14 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.03% 61,425 $424K
15 Cherokee Insurance Co 0.03% 10,000 $70K
16 Hilton Head Capital Partners, LLC 0.02% 5,687 $40K
17 Whitcomb & Hess, Inc. 0.02% 12,546 $87K
18 ESL Trust Services, LLC 0.02% 14,866 $103K
19 ALPS ADVISORS INC 0.02% 572,066 $4.0M
20 CULLEN INVESTMENT GROUP, LTD. 0.02% 16,883 $117K
21 Frank, Rimerman Advisors LLC 0.02% 32,973 $229K
22 FSM Wealth Advisors, LLC 0.01% 16,634 $116K
23 Gen-Wealth Partners Inc 0.01% 5,765 $40K
24 GDS Wealth Management 0.01% 29,767 $207K
25 Everhart Financial Group, Inc. 0.01% 20,995 $146K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — WENDYS CO (WEN)

What does the Smart Money Trend signal show for WEN?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added WEN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WEN?

Slight buying edge — 54% buying: Last quarter: 238 funds bought or added vs 202 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for WEN holders?

Elite ownership — 42% AUM from top-100 funds: 38 of 399 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in WEN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WEN?

58% of holders stayed for 2+ years: 230 out of 399 hedge funds have held WEN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.