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 Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $324.18 M.
Top institutional holders include Nelson Peltz and Cliff Asness.
Notably, Nelson Peltz has expressed high conviction in this stock, allocating 6.36% of their equity portfolio to it.
Institutional sentiment is currently Bullish. This is evidenced by a $17.95 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies who opened a new position. Conversely, Steven Cohen reduced exposure by 46.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for The Wendy's Company (WEN)
Major holders include Nelson Peltz ($253.57 M), Cliff Asness ($97.51 M), Joel Greenblatt ($15.04 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 46.05 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $17.95 M, with 4 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 $12.39 M.
Yes, 1 managers opened new positions in WEN, and 3 increased their existing holdings. The total reported buy value was $30.34 M.
