Titelia

Fund shareholders of Wendy's Co/The

ISIN US95058W1009 · United States · LEI 529900M0JIUCMWVKHG76

Fund shareholders
236
Of which ETFs
69 167 other funds
Value held
≈ 541.5M $ 541.3M $ · 2M SEK
Share of capital
35.4 % of 190.7M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 9,527,13179M $0.07 %5.00 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 4,851,27040.2M $0.00 %2.54 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 4,217,51935M $0.04 %2.21 %as of Jun 30, 2026 ↗
Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST 3,761,96829M $0.03 %1.97 %as of May 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 3,491,26028.9M $0.02 %1.83 %as of Jun 30, 2026 ↗
Oakmark Equity and Income Fund HARRIS ASSOCIATES INVESTMENT TRUST 3,397,40028.2M $0.48 %1.78 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 2,213,80418.4M $0.03 %1.16 %as of Jun 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,808,61415M $0.02 %0.95 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 1,783,53913.1M $0.04 %0.94 %as of Jul 31, 2026 ↗
Janus Henderson Small/Mid Cap Growth Alpha ETF Janus Detroit Street Trust 1,480,19910.9M $1.04 %0.78 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 1,450,71112M $0.07 %0.76 %as of Jun 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 1,419,30011.8M $0.08 %0.74 %as of Jun 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 1,359,92011.3M $0.14 %0.71 %as of Jun 30, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 1,283,31210.6M $0.09 %0.67 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 1,260,1779.7M $0.11 %0.66 %as of May 31, 2026 ↗
State Farm Growth Fund Advisers Investment Trust 1,002,7008.3M $0.08 %0.53 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 983,4618.2M $0.37 %0.52 %as of Jun 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 901,2196.6M $0.03 %0.47 %as of Jul 31, 2026 ↗
First Eagle Small Cap Opportunity Fund First Eagle Funds 891,2616.6M $0.23 %0.47 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 826,7326.4M $0.01 %0.43 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 809,3956.7M $0.14 %0.42 %as of Jun 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 753,9115.8M $0.03 %0.40 %as of May 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 712,5045.2M $0.19 %0.37 %as of Jul 31, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 643,9684.7M $0.00 %0.34 %as of Jul 31, 2026 ↗
VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND 642,2754.9M $0.07 %0.34 %as of May 31, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 560,7004.6M $0.51 %0.29 %as of Jun 30, 2026 ↗
ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST 555,2924.3M $0.49 %0.29 %as of May 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 547,5774.2M $0.07 %0.29 %as of May 31, 2026 ↗
Janus Henderson Small Cap Growth Alpha ETF Janus Detroit Street Trust 504,2853.7M $1.02 %0.26 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 410,6953M $0.13 %0.22 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 393,5412.9M $0.04 %0.21 %as of Jul 31, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 379,5542.8M $0.03 %0.20 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 346,8732.7M $0.14 %0.18 %as of May 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 342,6432.6M $0.14 %0.18 %as of May 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 338,9662.5M $0.20 %0.18 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 310,2462.3M $0.01 %0.16 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 309,3412.3M $0.01 %0.16 %as of Jul 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 303,9872.5M $0.04 %0.16 %as of Jun 30, 2026 ↗
Parametric Equity Premium Income ETF Morgan Stanley ETF Trust 303,6822.5M $0.63 %0.16 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 299,5952.3M $0.00 %0.16 %as of May 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 282,4342.2M $0.08 %0.15 %as of May 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 247,5651.8M $0.02 %0.13 %as of Jul 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 245,7542M $0.07 %0.13 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 241,8451.9M $0.00 %0.13 %as of May 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 240,0521.8M $0.04 %0.13 %as of Jul 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 239,3001.8M $0.01 %0.13 %as of Jul 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 235,9051.8M $0.07 %0.12 %as of May 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 230,1231.9M $0.00 %0.12 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 227,1631.7M $0.00 %0.12 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II 219,3671.7M $2.33 %0.12 %as of May 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 217,1891.6M $0.04 %0.11 %as of Jul 31, 2026 ↗
State Farm Balanced Fund Advisers Investment Trust 217,1001.8M $0.06 %0.11 %as of Jun 30, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 210,4541.5M $0.11 %0.11 %as of Jul 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 190,4561.6M $0.07 %0.10 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 176,6261.5M $0.04 %0.09 %as of Jun 30, 2026 ↗
Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust 175,0911.3M $0.06 %0.09 %as of Jul 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 165,7191.4M $0.19 %0.09 %as of Jun 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 164,8461.3M $0.05 %0.09 %as of May 31, 2026 ↗
Fidelity MSCI Consumer Discretionary Index ETF FIDELITY COVINGTON TRUST 159,5881.2M $0.07 %0.08 %as of Jul 31, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 153,8711.1M $0.09 %0.08 %as of Jul 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 153,4001.2M $0.09 %0.08 %as of May 31, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 152,3801.1M $0.06 %0.08 %as of Jul 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 149,3521.1M $0.00 %0.08 %as of Jul 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 144,0741.2M $0.08 %0.08 %as of Jun 30, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 138,0501.1M $0.07 %0.07 %as of Jun 30, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 133,6781.1M $0.07 %0.07 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 123,2721M $0.40 %0.06 %as of Jun 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 116,483857.3K $0.06 %0.06 %as of Jul 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 115,600958.3K $0.04 %0.06 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 115,295887.8K $0.00 %0.06 %as of May 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 112,964869.8K $0.00 %0.06 %as of May 31, 2026 ↗
AB US High Dividend ETF AB Active ETFs, Inc. 112,196863.9K $0.45 %0.06 %as of May 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 112,121825.2K $0.00 %0.06 %as of Jul 31, 2026 ↗
Roundhill Meme Stock ETF Roundhill ETF Trust 110,799918.5K $3.77 %0.06 %as of Jun 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 109,686909.3K $0.07 %0.06 %as of Jun 30, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 103,818860.7K $0.07 %0.05 %as of Jun 30, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 103,200855.5K $0.13 %0.05 %as of Jun 30, 2026 ↗
Kinetics Small Cap Opportunities Portfolio Kinetics Portfolios Trust 100,000829K $0.16 %0.05 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 98,853761.2K $0.00 %0.05 %as of May 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 98,650726.1K $0.00 %0.05 %as of Jul 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 96,400799.2K $0.04 %0.05 %as of Jun 30, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 92,829769.6K $0.03 %0.05 %as of Jun 30, 2026 ↗
KraneShares Value Line Dynamic Dividend Equity Index ETF Krane Shares Trust 87,409724.6K $1.84 %0.05 %as of Jun 30, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 87,069670.4K $0.15 %0.05 %as of May 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 85,363628.3K $0.00 %0.04 %as of Jul 31, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 84,859624.6K $0.32 %0.04 %as of Jul 31, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 84,533650.9K $0.01 %0.04 %as of May 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 82,772686.2K $0.00 %0.04 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 82,267682K $0.04 %0.04 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 77,850573K $0.04 %0.04 %as of Jul 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 74,234546.4K $0.06 %0.04 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 69,971580.1K $0.00 %0.04 %as of Jun 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 67,445559.1K $0.00 %0.04 %as of Jun 30, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 61,342508.5K $0.02 %0.03 %as of Jun 30, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 59,589458.8K $0.06 %0.03 %as of May 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 59,202435.7K $0.01 %0.03 %as of Jul 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 58,816432.9K $0.02 %0.03 %as of Jul 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 58,400484.1K $0.02 %0.03 %as of Jun 30, 2026 ↗
Victory Integrity Discovery Fund Victory Portfolios 57,764478.9K $0.52 %0.03 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 56,910438.2K $0.00 %0.03 %as of May 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 ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Roundhill Meme Stock ETF Roundhill ETF Trust 3.77 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II 2.33 %as of May 31, 2026 ↗
KraneShares Value Line Dynamic Dividend Equity Index ETF Krane Shares Trust 1.84 %as of Jun 30, 2026 ↗
Sound Equity Dividend Income ETF Tidal Trust I 1.21 %as of May 31, 2026 ↗
Janus Henderson Small/Mid Cap Growth Alpha ETF Janus Detroit Street Trust 1.04 %as of Jul 31, 2026 ↗
Janus Henderson Small Cap Growth Alpha ETF Janus Detroit Street Trust 1.02 %as of Jul 31, 2026 ↗
Parametric Equity Premium Income ETF Morgan Stanley ETF Trust 0.63 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap Consumer Discretionary ETF Invesco Exchange-Traded Fund Trust II 0.54 %as of May 31, 2026 ↗
GMO U.S. Small Cap Value Fund GMO TRUST 0.52 %as of May 31, 2026 ↗
Victory Integrity Discovery Fund Victory Portfolios 0.52 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3235-567,518,673+8.2 %
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 table shows the 25 largest.

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

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
BlackRock, Inc. 12.80 %24,419,760as of Jun 30, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 5.48 %10,450,899as of Jun 30, 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