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 Q2 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $349.57 M.
Top institutional holders include Nelson Peltz and Prem Watsa.
Notably, Nelson Peltz has expressed high conviction in this stock, allocating 5.97% of their equity portfolio to it.
Institutional sentiment is currently Bullish. This is evidenced by a $30.64 M net inflow during the quarter.
Recent activity highlights Steven Cohen who dramatically increased their stake. Conversely, Renaissance Technologies (RenTech) reduced exposure by 92.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for The Wendy's Company (WEN)
Major holders include Nelson Peltz ($252.58 M), Prem Watsa ($66.29 M), Steven Cohen ($15.88 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 45.82 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $30.64 M, with 7 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited WEN. The total reported sell value was $33.23 M.
Yes, 1 managers opened new positions in WEN, and 6 increased their existing holdings. The total reported buy value was $63.87 M.
