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 ranks funds by number of shares. This one ranks them by the weight of the company in 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

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 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 3 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. 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