WEN
Wendy's CoMarquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q3 2021 | 20Q | $19 | $7.84 | -58% |
| Two Sigma Investments re-entered | Q3 2024(8Q snapshot) | 7Q | $15 | $7.84 | -49% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $15 | $7.84 | -49% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $15 | $7.84 | -49% |
| Point72 Asset Management | Q3 2024(8Q snapshot) | 7Q | $15 | $7.84 | -49% |
| Citadel Advisors | Q4 2024(8Q snapshot) | 6Q | $17 | $7.84 | -54% |
| Renaissance Technologies re-entered | Q1 2025(8Q snapshot) | 5Q | $14 | $7.84 | -43% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| D.E. Shaw 2× in & out | Q4 2025 | Q2 2026 | → $8.02 | -4% |
| Maverick Capital 8× in & out | Q2 2024 | Q1 2025 | → $13 | -19% |
| Duquesne Family Office 2× in & out | Q3 2020 | Q1 2021 | → $17 | -5% |
| Coatue Management 4× in & out | Q2 2020 | Q3 2020 | → $17 | +6% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Wendy's Co. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 26, 2026 — the most recent Form 4 on file — not from today.
- Form 40000030697-26-000080May 26, 2026
- Form 40000030697-26-000074May 22, 2026
- Form 40000030697-26-000073May 22, 2026
- Form 40000030697-26-000072May 22, 2026
- Form 40000030697-26-000071May 22, 2026
- Form 40000030697-26-000070May 22, 2026
- Form 40000030697-26-000069May 22, 2026
- Form 40000030697-26-000068May 22, 2026
- Form 40001193125-26-237082May 22, 2026
- Form 40001193125-26-145827Apr 7, 2026
- Form 40000030697-26-000053Apr 7, 2026
- Form 40000030697-26-000052Apr 7, 2026
- Form 40000030697-26-000049Mar 18, 2026
- Form 40000030697-26-000048Mar 18, 2026
- Form 40000030697-26-000047Mar 18, 2026
Fundamentals
XBRL · Wendy's CoAnnual figures sourced directly from Wendy's Co's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Wendy's Co — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventJun 9, 2026
- 8-KMaterial eventMay 22, 2026
- 8-KMaterial eventMay 20, 2026
- 10-QQuarterly reportMay 8, 2026
- 8-KMaterial eventMay 8, 2026
- DEF 14AProxy statementApr 2, 2026
- 10-KAnnual reportFeb 23, 2026
- 8-KMaterial eventFeb 18, 2026
- 8-KMaterial eventFeb 13, 2026
- 8-KMaterial eventJan 22, 2026
- 8-KMaterial eventDec 16, 2025
- 8-KMaterial eventNov 20, 2025
- 8-KMaterial eventNov 12, 2025
- 10-QQuarterly reportNov 7, 2025
- 8-KMaterial eventNov 7, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Two Sigma Investments | Q2 2026 | open | $8.02 | $7.84 | -2% |
| Renaissance Technologies | Q1 2026 | open | $7.14 | $7.84 | +10% |
| D.E. Shaw | Q4 2025 | Q2 2026 | $8.32 | $8.02 | -4% |
| Bridgewater Associates | Q4 2025 | open | $8.26 | $7.38 | -11% |
| Renaissance Technologies | Q1 2025 | Q2 2025 | $14 | $11 | -18% |
| Citadel Advisors | Q4 2024 | open | $17 | $7.84 | -54% |
| Two Sigma Investments | Q3 2024 | Q2 2025 | $15 | $11 | -27% |
| D.E. Shaw | Q3 2024 | Q1 2025 | $15 | $13 | -14% |
| AQR Capital Management | Q3 2024 | open | $15 | $7.84 | -49% |
| Millennium Management | Q3 2024 | open | $15 | $7.84 | -49% |
| Point72 Asset Management | Q3 2024 | open | $15 | $7.84 | -49% |
| Maverick Capital | Q2 2024 | Q1 2025 | $16 | $13 | -19% |
| Maverick Capital | Q1 2023 | Q3 2023 | $19 | $18 | -2% |
| Bridgewater Associates | Q1 2023 | Q2 2023 | $19 | $19 | +5% |
| Maverick Capital | Q3 2022 | Q4 2022 | $17 | $17 | -2% |
| Bridgewater Associates | Q2 2022 | Q4 2022 | $14 | $17 | +25% |
| Maverick Capital | Q3 2021 | Q4 2021 | $19 | $17 | -7% |
| Bridgewater Associates | Q3 2021 | Q4 2021 | $19 | $17 | -8% |
| Duquesne Family Office | Q3 2020 | Q1 2021 | $17 | $17 | -5% |
| Coatue Management | Q2 2020 | Q3 2020 | $16 | $17 | +6% |
| Maverick Capital | Q2 2020 | Q1 2021 | $16 | $16 | +0% |
| Coatue Management | Q4 2019 | Q1 2020 | $16 | $18 | +10% |
| Maverick Capital | Q4 2019 | Q1 2020 | $16 | $18 | +10% |
| Coatue Management | Q2 2019 | Q3 2019 | $14 | $15 | +6% |
| Maverick Capital | Q2 2019 | Q3 2019 | $14 | $15 | +6% |
| Coatue Management | Q3 2018 | Q4 2018 | $13 | $13 | -2% |
| Maverick Capital | Q2 2018 | Q4 2018 | $12 | $13 | +7% |
| Duquesne Family Office | Q4 2013 | Q2 2014 | $6.01 | $5.69 | -5% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.