Titelia

Fund shareholders of Wendy's Co/The

ISIN US95058W1009 · United States · LEI 529900M0JIUCMWVKHG76

Fund shareholders
241
Of which ETFs
74 167 other funds
Value held
442.7M $ 2M SEK
Share of capital
32.7 % of 190.7M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 9,479,19665.9M $0.07 %4.97 %as of Mar 31, 2026
Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST 4,863,02237.3M $0.04 %2.55 %as of Feb 28, 2026
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 4,784,37033.3M $0.00 %2.51 %as of Mar 31, 2026
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 3,517,07324.4M $0.01 %1.84 %as of Mar 31, 2026
Oakmark Equity and Income Fund HARRIS ASSOCIATES INVESTMENT TRUST 3,397,40023.6M $0.40 %1.78 %as of Mar 31, 2026
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 2,236,60415.5M $0.03 %1.17 %as of Mar 31, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,760,83812.2M $0.02 %0.92 %as of Mar 31, 2026
Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust 1,659,02311.5M $0.20 %0.87 %as of Mar 31, 2026
iShares S&P Small-Cap 600 Value ETF iShares Trust 1,543,38910.7M $0.14 %0.81 %as of Mar 31, 2026
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 1,456,99010.1M $0.07 %0.76 %as of Mar 31, 2026
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 1,283,3128.9M $0.09 %0.67 %as of Mar 31, 2026
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 1,128,5828.6M $0.09 %0.59 %as of Feb 28, 2026
State Farm Growth Fund Advisers Investment Trust 1,019,9007.1M $0.08 %0.53 %as of Mar 31, 2026
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 986,2896.9M $0.35 %0.52 %as of Mar 31, 2026
Janus Henderson Small/Mid Cap Growth Alpha ETF Janus Detroit Street Trust 906,0556.3M $0.64 %0.48 %as of Apr 30, 2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 901,2196.3M $0.03 %0.47 %as of Apr 30, 2026
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 822,6685.7M $0.14 %0.43 %as of Mar 31, 2026
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 766,1195.9M $0.03 %0.40 %as of Feb 28, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 745,0315.7M $0.01 %0.39 %as of Feb 28, 2026
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 670,2884.7M $0.16 %0.35 %as of Apr 30, 2026
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 631,9304.4M $0.00 %0.33 %as of Apr 30, 2026
iShares Russell Mid-Cap ETF iShares Trust 623,3864.3M $0.01 %0.33 %as of Mar 31, 2026
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 593,0894.1M $0.01 %0.31 %as of Apr 30, 2026
ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST 585,9504.5M $0.48 %0.31 %as of Feb 28, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 578,2864M $0.03 %0.30 %as of Apr 30, 2026
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 543,3754.2M $0.08 %0.28 %as of Feb 28, 2026
VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND 532,9364.1M $0.06 %0.28 %as of Feb 28, 2026
iShares Russell Mid-Cap Growth ETF iShares Trust 469,5263.3M $0.02 %0.25 %as of Mar 31, 2026
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 423,6002.9M $0.36 %0.22 %as of Mar 31, 2026
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 412,3223.2M $0.00 %0.22 %as of Feb 28, 2026
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 379,5542.6M $0.03 %0.20 %as of Apr 30, 2026
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 347,5212.7M $0.16 %0.18 %as of Feb 28, 2026
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 335,8812.3M $0.10 %0.18 %as of Apr 30, 2026
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 331,2012.3M $0.01 %0.17 %as of Apr 30, 2026
iShares Russell 1000 Growth ETF iShares Trust 317,2562.2M $0.00 %0.17 %as of Mar 31, 2026
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 309,3412.2M $0.01 %0.16 %as of Apr 30, 2026
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 308,0162.4M $0.14 %0.16 %as of Feb 28, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 299,5952.3M $0.00 %0.16 %as of Feb 28, 2026
SmallCap Value Fund II Principal Funds, Inc 256,6001.8M $0.14 %0.13 %as of Apr 30, 2026
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 251,4661.9M $0.08 %0.13 %as of Feb 28, 2026
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 248,3931.9M $0.08 %0.13 %as of Feb 28, 2026
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 247,5651.7M $0.02 %0.13 %as of Apr 30, 2026
JNL Small Cap Index Fund JNL Series Trust 245,0001.7M $0.07 %0.13 %as of Mar 31, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 241,0591.8M $0.00 %0.13 %as of Feb 28, 2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 227,1631.6M $0.00 %0.12 %as of Apr 30, 2026
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 224,6831.6M $0.00 %0.12 %as of Mar 31, 2026
iShares Russell 1000 Value ETF iShares Trust 220,0811.5M $0.00 %0.12 %as of Mar 31, 2026
State Farm Balanced Fund Advisers Investment Trust 219,4001.5M $0.06 %0.12 %as of Mar 31, 2026
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 218,0271.5M $0.04 %0.11 %as of Apr 30, 2026
Invesco S&P SmallCap High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II 208,7001.6M $2.16 %0.11 %as of Feb 28, 2026
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 199,2481.4M $0.11 %0.10 %as of Apr 30, 2026
Parametric Equity Premium Income ETF Morgan Stanley ETF Trust 193,7581.3M $0.39 %0.10 %as of Mar 31, 2026
AST Small-Cap Equity Portfolio Advanced Series Trust 190,4561.3M $0.07 %0.10 %as of Mar 31, 2026
WisdomTree U.S. SmallCap Fund WisdomTree Trust 166,8861.2M $0.18 %0.09 %as of Mar 31, 2026
AQR Equity Market Neutral Fund AQR Funds 162,1051.1M $0.03 %0.09 %as of Mar 31, 2026
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 153,4001.2M $0.10 %0.08 %as of Feb 28, 2026
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 152,3801.1M $0.06 %0.08 %as of Apr 30, 2026
Nuveen Equity Index Fund TIAA-CREF Funds 149,3521M $0.00 %0.08 %as of Apr 30, 2026
iShares U.S. Carbon Transition Readiness Aware Active ETF BlackRock ETF Trust 149,1201M $0.07 %0.08 %as of Apr 30, 2026
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 146,8361.1M $0.05 %0.08 %as of Feb 28, 2026
1290 VT Small Cap Value Portfolio EQ Advisors Trust 140,000973K $0.22 %0.07 %as of Mar 31, 2026
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 138,050959.4K $0.07 %0.07 %as of Mar 31, 2026
Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust 134,599936.8K $0.06 %0.07 %as of Apr 30, 2026
iShares Russell Mid-Cap Value ETF iShares Trust 133,395927.1K $0.01 %0.07 %as of Mar 31, 2026
Fidelity MSCI Consumer Discretionary Index ETF FIDELITY COVINGTON TRUST 129,944904.4K $0.05 %0.07 %as of Apr 30, 2026
iShares Russell 1000 ETF iShares Trust 125,185870K $0.00 %0.07 %as of Mar 31, 2026
SmallCap S&P 600 Index Fund Principal Funds, Inc 124,219864.6K $0.06 %0.07 %as of Apr 30, 2026
Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust 120,384836.7K $0.05 %0.06 %as of Mar 31, 2026
Kinetics Small Cap Opportunities Portfolio Kinetics Portfolios Trust 120,000834K $0.15 %0.06 %as of Mar 31, 2026
Large Cap Index Master Portfolio Master Investment Portfolio 117,565817.1K $0.00 %0.06 %as of Mar 31, 2026
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 114,646878.2K $0.00 %0.06 %as of Feb 28, 2026
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 112,964865.3K $0.00 %0.06 %as of Feb 28, 2026
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 112,121780.4K $0.00 %0.06 %as of Apr 30, 2026
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 109,686762.3K $0.07 %0.06 %as of Mar 31, 2026
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 105,482733.1K $0.07 %0.06 %as of Mar 31, 2026
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 103,200717.2K $0.12 %0.05 %as of Mar 31, 2026
Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust 102,416711.8K $0.03 %0.05 %as of Mar 31, 2026
First Trust Consumer Discretionary AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 100,424699K $0.26 %0.05 %as of Apr 30, 2026
Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust 99,532692.7K $0.00 %0.05 %as of Apr 30, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 98,650686.6K $0.00 %0.05 %as of Apr 30, 2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 97,416746.2K $0.00 %0.05 %as of Feb 28, 2026
WisdomTree U.S. High Dividend Fund WisdomTree Trust 94,164654.4K $0.05 %0.05 %as of Mar 31, 2026
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 91,971640.1K $0.35 %0.05 %as of Apr 30, 2026
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 89,154619.6K $0.03 %0.05 %as of Mar 31, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 87,913611K $0.00 %0.05 %as of Mar 31, 2026
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 87,069666.9K $0.16 %0.05 %as of Feb 28, 2026
Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust 85,150591.8K $0.02 %0.04 %as of Mar 31, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 83,208579.1K $0.00 %0.04 %as of Apr 30, 2026
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 83,016635.9K $0.01 %0.04 %as of Feb 28, 2026
JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust 82,437573.8K $0.08 %0.04 %as of Apr 30, 2026
Timothy Plan US Small Cap Core ETF Timothy Plan 81,364565.5K $0.19 %0.04 %as of Mar 31, 2026
AB US High Dividend ETF AB Active ETFs, Inc. 79,863611.8K $0.40 %0.04 %as of Feb 28, 2026
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 78,570546.8K $0.06 %0.04 %as of Apr 30, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 77,335537.5K $0.00 %0.04 %as of Mar 31, 2026
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 75,834527K $0.06 %0.04 %as of Mar 31, 2026
ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST 75,168575.8K $0.29 %0.04 %as of Feb 28, 2026
KraneShares Value Line Dynamic Dividend Equity Index ETF Krane Shares Trust 63,732442.9K $1.27 %0.03 %as of Mar 31, 2026
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 63,546442.3K $0.07 %0.03 %as of Apr 30, 2026
iShares Russell 2500 ETF iShares Trust 63,157438.9K $0.02 %0.03 %as of Mar 31, 2026
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 61,342426.3K $0.02 %0.03 %as of Mar 31, 2026

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Invesco S&P SmallCap High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II 2.16 %as of Feb 28, 2026
KraneShares Value Line Dynamic Dividend Equity Index ETF Krane Shares Trust 1.27 %as of Mar 31, 2026
Sound Equity Dividend Income ETF Tidal Trust I 1.19 %as of Feb 28, 2026
Janus Henderson Small/Mid Cap Growth Alpha ETF Janus Detroit Street Trust 0.64 %as of Apr 30, 2026
Invesco S&P SmallCap Consumer Discretionary ETF Invesco Exchange-Traded Fund Trust II 0.55 %as of Feb 28, 2026
ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST 0.48 %as of Feb 28, 2026
Oakmark Equity and Income Fund HARRIS ASSOCIATES INVESTMENT TRUST 0.40 %as of Mar 31, 2026
AB US High Dividend ETF AB Active ETFs, Inc. 0.40 %as of Feb 28, 2026
Parametric Equity Premium Income ETF Morgan Stanley ETF Trust 0.39 %as of Mar 31, 2026
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 0.36 %as of Mar 31, 2026

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2240-2262,378,660-8.3 %
2026Q1262-868,014,294+0.4 %
2025Q4270-4967,739,040-5.4 %
2025Q3319-1271,622,003-3.7 %
2025Q2331074,354,329+1.7 %
2025Q1331+373,121,681-4.5 %
2024Q4328+876,562,404-3.4 %
2024Q3320-2679,261,387-1.6 %
2024Q2346-680,555,135-2.7 %
2024Q1352+982,777,051-0.4 %
2023Q434383,074,298

Institutional managers

400 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
TRIAN FUND MANAGEMENT, L.P.30,446,022211.6M $as of Mar 31, 2026
BlackRock, Inc.21,738,649151.1M $as of Mar 31, 2026
MORGAN STANLEY7,591,05452.8M $as of Mar 31, 2026
WELLS FARGO & COMPANY/MN6,912,78648M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC6,497,92345.2M $as of Mar 31, 2026
HARRIS ASSOCIATES L P5,929,80141.2M $as of Mar 31, 2026
STATE STREET CORP5,465,92238M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/4,493,75231.2M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP4,040,38228.1M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP3,784,98526.3M $as of Mar 31, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND3,750,00026.1M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP3,476,73624.2M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC3,401,71623.6M $as of Mar 31, 2026
FAIRFAX FINANCIAL HOLDINGS LTD/ CAN3,268,90222.8M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC3,113,10021.4M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC2,957,19320.6M $as of Mar 31, 2026
NORTHERN TRUST CORP2,772,15419.3M $as of Mar 31, 2026
UBS Group AG2,677,05618.6M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC2,340,28216.3M $as of Mar 31, 2026
FMR LLC2,244,00215.6M $as of Mar 31, 2026
Bank of New York Mellon Corp2,158,53115M $as of Mar 31, 2026
Connor, Clark & Lunn Investment Management Ltd.2,017,42514M $as of Mar 31, 2026
CITADEL ADVISORS LLC1,967,84513.7M $as of Mar 31, 2026
JANE STREET GROUP, LLC1,702,10811.8M $as of Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC1,660,90011.5M $as of Mar 31, 2026

Declared shareholders of Wendy's Co/The

3 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
BlackRock, Inc. 10.40 %19,753,790as of Mar 31, 2026 · SCHEDULE 13G
HARRIS ASSOCIATES L P and 1 other3.10 %5,929,801as of Mar 31, 2026 · SCHEDULE 13G
AQR Capital Management, LLC and 1 other1.64 %3,113,100as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Wendy's Co/The". https://titelia.com/en/stocks/wendy-s-co-the-US95058W1009