ETF Holdings Breakdown of WEN

WEN institutional holdings

Date	ETF ISIN/Name	Num Shares	Book value
2025-09-26	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	126,507	USD 1,165,129
2025-09-26	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	135,552	USD 1,248,434
2025-09-26	IE000NITTFF2 (iShares Russell 1000 Growth UCITS ETF)	1,290	USD 11,881
2025-09-26	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	10,294	USD 94,808
Total =		273,643	USD 2,520,252

Book value of shares is calculated on the adjusted close price of each day (row).

News associated with WEN

BTIG Research Reaffirms Neutral Rating for Wendy’s (NASDAQ:WEN)

Wendy’s (NASDAQ:WEN – Get Free Report)‘s stock had its “neutral” rating reaffirmed by research analysts at BTIG Research in a note issued to investors on Monday,Benzinga reports. A number of other brokerages have also recently weighed in on WEN. JPMorgan Chase & Co. lifted their price target on shares of Wendy’s from $13.00 to $14.00 […] - 2025-09-17 02:30:52

The Wendy’s Company (NASDAQ:WEN) Given Average Recommendation of “Hold” by Brokerages

Shares of The Wendy’s Company (NASDAQ:WEN – Get Free Report) have earned a consensus rating of “Hold” from the twenty-three research firms that are presently covering the firm, Marketbeat.com reports. Two analysts have rated the stock with a sell recommendation, twelve have assigned a hold recommendation, six have issued a buy recommendation and three have […] - 2025-08-19 04:26:48

Stephens Cuts Wendy’s (NASDAQ:WEN) Price Target to $11.00

Wendy’s (NASDAQ:WEN – Free Report) had its price objective reduced by Stephens from $13.00 to $11.00 in a research report sent to investors on Monday,Benzinga reports. Stephens currently has an equal weight rating on the restaurant operator’s stock. A number of other brokerages also recently weighed in on WEN. Citigroup raised Wendy’s from a “hold” […] - 2025-08-14 03:00:53

Truist Financial Lowers Wendy’s (NASDAQ:WEN) Price Target to $13.00

Wendy’s (NASDAQ:WEN – Get Free Report) had its price objective reduced by stock analysts at Truist Financial from $14.00 to $13.00 in a research note issued on Monday, Marketbeat Ratings reports. The firm presently has a “buy” rating on the restaurant operator’s stock. Truist Financial’s price target would indicate a potential upside of 24.88% from […] - 2025-08-14 02:27:15

The Wendy’s Company (NASDAQ:WEN) Sees Significant Growth in Short Interest

The Wendy’s Company (NASDAQ:WEN – Get Free Report) was the target of a significant increase in short interest during the month of July. As of July 15th, there was short interest totaling 20,180,000 shares, anincreaseof105.9% from the June 30th total of 9,800,000 shares. Based on an average daily volume of 6,320,000 shares, the days-to-cover ratio […] - 2025-08-05 02:20:49

Wendy’s Sees Unusually Large Options Volume (NASDAQ:WEN)

The Wendy’s Company (NASDAQ:WEN – Get Free Report) saw some unusual options trading on Wednesday. Investors purchased 34,345 call options on the company. This is an increase of approximately 419% compared to the typical daily volume of 6,617 call options. Insider Buying and Selling In related news, insider Abigail E. Pringle sold 136,819 shares of […] - 2025-07-25 04:24:57

Kingsview Wealth Management LLC Acquires New Shares in The Wendy’s Company (NASDAQ:WEN)

Kingsview Wealth Management LLC acquired a new stake in The Wendy’s Company (NASDAQ:WEN – Free Report) in the first quarter, according to its most recent filing with the SEC. The fund acquired 24,700 shares of the restaurant operator’s stock, valued at approximately $361,000. Other institutional investors and hedge funds have also bought and sold shares […] - 2025-07-23 06:06:49

Brokerages Set The Wendy’s Company (NASDAQ:WEN) PT at $15.63

Shares of The Wendy’s Company (NASDAQ:WEN – Get Free Report) have been given a consensus rating of “Hold” by the twenty-two analysts that are presently covering the stock, MarketBeat.com reports. Two research analysts have rated the stock with a sell recommendation, twelve have assigned a hold recommendation, six have issued a buy recommendation and two […] - 2025-07-23 04:10:58

Mutual of America Capital Management LLC Sells 2,326 Shares of The Wendy’s Company (NASDAQ:WEN)

Mutual of America Capital Management LLC lowered its stake in shares of The Wendy’s Company (NASDAQ:WEN – Free Report) by 2.6% during the 1st quarter, according to its most recent filing with the SEC. The firm owned 88,124 shares of the restaurant operator’s stock after selling 2,326 shares during the period. Mutual of America Capital […] - 2025-07-21 05:12:46

Loop Capital Lowers Wendy’s (NASDAQ:WEN) Price Target to $16.00

Wendy’s (NASDAQ:WEN – Get Free Report) had its price objective reduced by research analysts at Loop Capital from $21.00 to $16.00 in a research note issued to investors on Wednesday,Benzinga reports. The firm presently has a “buy” rating on the restaurant operator’s stock. Loop Capital’s price target suggests a potential upside of 51.37% from the […] - 2025-07-18 05:05:15

Wendy’s (NASDAQ:WEN) Sets New 52-Week Low on Analyst Downgrade

The Wendy’s Company (NASDAQ:WEN – Get Free Report) shares reached a new 52-week low during mid-day trading on Monday after Truist Financial lowered their price target on the stock from $16.00 to $14.00. Truist Financial currently has a buy rating on the stock. Wendy’s traded as low as $10.83 and last traded at $10.85, with […] - 2025-07-16 02:27:00

DekaBank Deutsche Girozentrale Boosts Holdings in The Wendy’s Company (NASDAQ:WEN)

DekaBank Deutsche Girozentrale grew its holdings in shares of The Wendy’s Company (NASDAQ:WEN – Free Report) by 22.0% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 7,223 shares of the restaurant operator’s stock after acquiring an additional 1,303 shares during the quarter. DekaBank Deutsche […] - 2025-07-15 06:40:39

The Wendy’s Company (NASDAQ:WEN) Shares Sold by Cambridge Investment Research Advisors Inc.

Cambridge Investment Research Advisors Inc. lessened its holdings in The Wendy’s Company (NASDAQ:WEN – Free Report) by 16.7% in the first quarter, HoldingsChannel.com reports. The firm owned 29,525 shares of the restaurant operator’s stock after selling 5,928 shares during the period. Cambridge Investment Research Advisors Inc.’s holdings in Wendy’s were worth $432,000 as of its […] - 2025-07-11 04:28:49

Wendy’s (NASDAQ:WEN) Price Target Cut to $14.00 by Analysts at Truist Financial

Wendy’s (NASDAQ:WEN – Get Free Report) had its price target dropped by Truist Financial from $16.00 to $14.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The firm currently has a “buy” rating on the restaurant operator’s stock. Truist Financial’s price objective points to a potential upside of 24.00% from the […] - 2025-07-11 02:28:58

The Wendy’s Company (NASDAQ:WEN) Shares Purchased by KBC Group NV

KBC Group NV lifted its stake in The Wendy’s Company (NASDAQ:WEN – Free Report) by 41.9% in the 1st quarter, Holdings Channel reports. The firm owned 8,657 shares of the restaurant operator’s stock after purchasing an additional 2,555 shares during the quarter. KBC Group NV’s holdings in Wendy’s were worth $127,000 at the end of […] - 2025-07-08 04:38:52

Mirae Asset Global Investments Co. Ltd. Has $2.04 Million Position in The Wendy’s Company (NASDAQ:WEN)

Mirae Asset Global Investments Co. Ltd. grew its holdings in The Wendy’s Company (NASDAQ:WEN – Free Report) by 12.9% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 139,538 shares of the restaurant operator’s stock after purchasing an additional 15,970 shares during […] - 2025-07-04 04:56:18

Analysts Set The Wendy’s Company (NASDAQ:WEN) PT at $16.34

Shares of The Wendy’s Company (NASDAQ:WEN – Get Free Report) have been given an average rating of “Hold” by the twenty-one ratings firms that are covering the company, Marketbeat.com reports. Two research analysts have rated the stock with a sell rating, twelve have given a hold rating, five have assigned a buy rating and two […] - 2025-06-30 04:42:54

Global Assets Advisory LLC Purchases New Position in The Wendy’s Company (NASDAQ:WEN)

Global Assets Advisory LLC bought a new position in shares of The Wendy’s Company (NASDAQ:WEN – Free Report) during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 12,000 shares of the restaurant operator’s stock, valued at approximately $161,000. Several other institutional […] - 2025-06-27 05:38:46

Advisor Resource Council Acquires Shares of 19,122 The Wendy’s Company (NASDAQ:WEN)

Advisor Resource Council acquired a new stake in The Wendy’s Company (NASDAQ:WEN – Free Report) during the 1st quarter, Holdings Channel reports. The institutional investor acquired 19,122 shares of the restaurant operator’s stock, valued at approximately $280,000. Several other hedge funds also recently bought and sold shares of WEN. Charles Schwab Investment Management Inc. lifted […] - 2025-06-24 04:56:52

The Wendy’s Company (NASDAQ:WEN) Shares Bought by SG Americas Securities LLC

SG Americas Securities LLC raised its holdings in shares of The Wendy’s Company (NASDAQ:WEN – Free Report) by 263.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 59,685 shares of the restaurant operator’s stock after acquiring an additional 43,284 shares […] - 2025-06-19 04:48:52

UMB Bank n.a. Has $124,000 Stake in The Wendy’s Company (NASDAQ:WEN)

UMB Bank n.a. boosted its holdings in The Wendy’s Company (NASDAQ:WEN – Free Report) by 33.9% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 8,475 shares of the restaurant operator’s stock after acquiring an additional 2,146 shares during the quarter. UMB Bank n.a.’s holdings in Wendy’s were worth $124,000 at the end of […] - 2025-06-12 06:08:50

Miracle Mile Advisors LLC Sells 3,468 Shares of The Wendy’s Company (NASDAQ:WEN)

Miracle Mile Advisors LLC lessened its position in shares of The Wendy’s Company (NASDAQ:WEN – Free Report) by 15.9% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 18,409 shares of the restaurant operator’s stock after selling 3,468 shares during […] - 2025-06-12 05:02:49

California State Teachers Retirement System Reduces Position in The Wendy’s Company (NASDAQ:WEN)

California State Teachers Retirement System trimmed its holdings in shares of The Wendy’s Company (NASDAQ:WEN – Free Report) by 2.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 161,645 shares of the restaurant operator’s stock after selling 3,268 shares during the quarter. […] - 2025-06-06 05:06:51

Wealth Enhancement Advisory Services LLC Has $4.55 Million Stock Position in The Wendy’s Company (NASDAQ:WEN)

Wealth Enhancement Advisory Services LLC increased its holdings in The Wendy’s Company (NASDAQ:WEN – Free Report) by 85.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 279,041 shares of the restaurant operator’s stock after acquiring an additional 128,579 shares during the period. […] - 2025-06-04 05:57:02

Wendy’s Target of Unusually High Options Trading (NASDAQ:WEN)

The Wendy’s Company (NASDAQ:WEN – Get Free Report) was the recipient of some unusual options trading on Wednesday. Traders bought 17,119 put options on the stock. This is an increase of approximately 141% compared to the average daily volume of 7,099 put options. Analyst Ratings Changes WEN has been the subject of a number of […] - 2025-05-30 03:08:49

The Wendy’s Company (NASDAQ:WEN) Shares Bought by Cetera Investment Advisers

Cetera Investment Advisers lifted its stake in The Wendy’s Company (NASDAQ:WEN – Free Report) by 6.6% in the fourth quarter, HoldingsChannel reports. The firm owned 41,507 shares of the restaurant operator’s stock after acquiring an additional 2,579 shares during the quarter. Cetera Investment Advisers’ holdings in Wendy’s were worth $677,000 as of its most recent […] - 2025-05-26 04:21:00

Focus Partners Wealth Has $966,000 Position in The Wendy’s Company (NASDAQ:WEN)

Focus Partners Wealth increased its position in shares of The Wendy’s Company (NASDAQ:WEN – Free Report) by 60.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 58,818 shares of the restaurant operator’s stock after buying an additional 22,092 shares during […] - 2025-05-19 05:20:58

Northern Trust Corp Purchases 308,142 Shares of The Wendy’s Company (NASDAQ:WEN)

Northern Trust Corp increased its position in The Wendy’s Company (NASDAQ:WEN – Free Report) by 24.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,575,420 shares of the restaurant operator’s stock after buying an additional 308,142 shares during the quarter. Northern Trust […] - 2025-05-12 04:48:53

BMO Capital Markets Cuts Wendy’s (NASDAQ:WEN) Price Target to $15.00

Wendy’s (NASDAQ:WEN – Free Report) had its price target decreased by BMO Capital Markets from $17.00 to $15.00 in a research report released on Tuesday, MarketBeat.com reports. BMO Capital Markets currently has a market perform rating on the restaurant operator’s stock. A number of other equities analysts have also commented on the company. UBS Group […] - 2025-05-09 02:36:42

Wendy’s (NASDAQ:WEN) Hits New 1-Year Low After Insider Selling

The Wendy’s Company (NASDAQ:WEN – Get Free Report)’s share price hit a new 52-week low during mid-day trading on Tuesday following insider selling activity. The company traded as low as $11.90 and last traded at $11.93, with a volume of 2022566 shares traded. The stock had previously closed at $12.52. Specifically, insider Abigail E. Pringle […] - 2025-05-08 03:14:44

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