Guru Ownership Trend
Guru Analysis for The Wendy's Company (WEN)
The Wendy's Company (WEN), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $341.93 M.
Top institutional holders include Nelson Peltz and Cliff Asness.
Notably, Nelson Peltz has expressed high conviction in this stock, allocating 6.79% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $88.33 M net outflow during the quarter.
Recent activity highlights Ray Dalio who opened a new position. Conversely, Steven Cohen reduced exposure by 61.9%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 6.79% | Add 0.0% | 30,437,023 | $278.8 M | Q3 2025 | |
| 0.05% | Reduce -38.8% | 8,478,244 | $77.19 M | Q3 2025 | |
| 0.04% | Reduce -61.9% | 2,935,294 | $26.89 M | Q3 2025 | |
| 0.06% | Add 65.7% | 1,479,870 | $13.56 M | Q3 2025 | |
| 0.05% | Reduce -33.3% | 466,421 | $4.27 M | Q3 2025 | |
| 0.00% | New Buy | 97,205 | $890,398 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for The Wendy's Company (WEN)
Major holders include Nelson Peltz ($278.8 M), Cliff Asness ($77.19 M), Steven Cohen ($26.89 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 43.89 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $88.33 M, with 3 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited WEN. The total reported sell value was $94.62 M.
Yes, 1 managers opened new positions in WEN, and 2 increased their existing holdings. The total reported buy value was $6.29 M.