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
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 60,199419K $0.06 %0.03 %as of Apr 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 59,202412K $0.01 %0.03 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 56,658393.8K $0.02 %0.03 %as of Mar 31, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 55,911388.6K $0.07 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 55,735387.9K $0.02 %0.03 %as of Apr 30, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 54,085375.9K $0.07 %0.03 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 52,472401.9K $0.00 %0.03 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 51,541358.2K $0.13 %0.03 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 50,056383.4K $0.05 %0.03 %as of Feb 28, 2026 ↗
Income Equity Fund Northern Funds 49,412343.4K $0.12 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 48,521337.2K $0.00 %0.03 %as of Mar 31, 2026 ↗
Sound Equity Dividend Income ETF Tidal Trust I 46,720357.9K $1.19 %0.02 %as of Feb 28, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 46,051320.1K $0.08 %0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST 43,580302.9K $0.04 %0.02 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 38,560268.4K $0.00 %0.02 %as of Apr 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 36,325252.8K $0.00 %0.02 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 34,951242.9K $0.00 %0.02 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 34,457239.5K $0.03 %0.02 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 33,059230.1K $0.04 %0.02 %as of Apr 30, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 32,323224.6K $0.06 %0.02 %as of Mar 31, 2026 ↗
iShares U.S. Consumer Discretionary ETF iShares Trust 31,901222K $0.02 %0.02 %as of Apr 30, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 31,594219.9K $0.00 %0.02 %as of Apr 30, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 31,076216.3K $0.01 %0.02 %as of Apr 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 31,039215.7K $0.02 %0.02 %as of Mar 31, 2026 ↗
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 30,960215.2K $0.08 %0.02 %as of Mar 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 30,8572M SEK0.01 %0.02 %as of Mar 31, 2026 ↗
JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 29,513205.4K $0.05 %0.02 %as of Apr 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 29,492205.3K $0.00 %0.02 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 29,374204.4K $0.01 %0.02 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST 29,061202K $0.04 %0.02 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 29,021222.3K $0.00 %0.02 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 25,362194.3K $0.00 %0.01 %as of Feb 28, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 24,849172.9K $0.04 %0.01 %as of Apr 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 24,810172.7K $0.01 %0.01 %as of Apr 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 24,670171.7K $0.01 %0.01 %as of Apr 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 23,875182.9K $0.01 %0.01 %as of Feb 28, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 22,109153.7K $0.05 %0.01 %as of Mar 31, 2026 ↗
LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 20,749144.2K $0.01 %0.01 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 20,328141.5K $0.01 %0.01 %as of Apr 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 19,686137K $0.02 %0.01 %as of Apr 30, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 19,463135.3K $0.07 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Consumer Discretionary ETF Invesco Exchange-Traded Fund Trust II 18,632142.7K $0.55 %0.01 %as of Feb 28, 2026 ↗
Small Cap Core Fund Northern Funds 18,554129K $0.04 %0.01 %as of Mar 31, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 18,085125.7K $0.07 %0.01 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 17,976137.7K $0.00 %0.01 %as of Feb 28, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 17,698123.2K $0.00 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 17,394120.9K $0.00 %0.01 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 15,344106.6K $0.01 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 15,000114.9K $0.01 %0.01 %as of Feb 28, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 14,435100.3K $0.08 %0.01 %as of Mar 31, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 14,30799.6K $0.07 %0.01 %as of Apr 30, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 14,21398.8K $0.01 %0.01 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 13,26492.2K $0.00 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 12,89789.6K $0.01 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 12,84789.3K $0.02 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 12,44095.3K $0.00 %0.01 %as of Feb 28, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 11,80082K $0.00 %0.01 %as of Mar 31, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 11,41979.4K $0.02 %0.01 %as of Mar 31, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 11,41079.4K $0.04 %0.01 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 11,33486.8K $0.07 %0.01 %as of Feb 28, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 10,69774.3K $0.02 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 10,46072.8K $0.00 %0.01 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 10,09077.3K $0.01 %0.01 %as of Feb 28, 2026 ↗
Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST 9,93269.1K $0.00 %0.01 %as of Apr 30, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 7,99155.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 7,81354.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 7,10049.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 6,86647.8K $0.02 %0.00 %as of Apr 30, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 6,65050.9K $0.00 %0.00 %as of Feb 28, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 6,64246.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 6,44149.3K $0.01 %0.00 %as of Feb 28, 2026 ↗
EQ/Large Cap Growth Index Portfolio EQ Advisors Trust 6,23943.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 6,04346.3K $0.00 %0.00 %as of Feb 28, 2026 ↗
Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust 6,00541.7K $0.06 %0.00 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 5,82840.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,41837.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust 5,41137.7K $0.00 %0.00 %as of Apr 30, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 5,40737.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 5,37041.1K $0.08 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 4,99534.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
GMO U.S. Small Cap Value Fund GMO TRUST 4,97938.1K $0.09 %0.00 %as of Feb 28, 2026 ↗
Applied Finance Valuation Large Cap ETF ETF Opportunities Trust 4,80133.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
Growth Equity Index Fund GuideStone Funds 4,74733K $0.00 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 4,39830.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust 4,34330.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 4,21929.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP SMALLCAP VALUE ProFunds 3,97927.7K $0.14 %0.00 %as of Mar 31, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 3,92427.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 3,85726.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
Nuveen Large Cap Growth Index Fund TIAA-CREF Funds 3,83926.7K $0.00 %0.00 %as of Apr 30, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 3,72225.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
BlackRock Tactical Opportunities Fund BlackRock Funds 3,69825.7K $0.00 %0.00 %as of Apr 30, 2026 ↗
PD Large-Cap Growth Index Portfolio PACIFIC SELECT FUND 3,61725.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 3,55824.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 3,54024.6K $0.11 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 3,21824.6K $0.00 %0.00 %as of Feb 28, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 3,10021.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 2,99220.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 2,92920.4K $0.00 %0.00 %as of Apr 30, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 2,88020K $0.00 %0.00 %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