13F

Stock

Wendys Co

Ticker not mapped · held by 15 managers

Reported value

$87.5M

Holders

15

+0 new · −1 exited

Holders’ est. mark

−$640K

Price effect on 6 books still in the name

Largest holder

$56.7M

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY6.19M$56.7MHeld
BANK OF AMERICA CORP /DE/2.97M$27.2MHeld
BARCLAYS PLC141K$1.29M−$318.7KCut−$1.94M
Leonteq Securities AG73.1K$669.5K−$110.3KAdded$111.9K
Essential Partners LLC72.7K$665.5K−$164.2KCut−$164.2K
PVG ASSET MANAGEMENT CORP33.7K$308.9KHeld
SUMMIT WEALTH GROUP LLC / CO5.56K$274.9KHeld
Sanctuary Advisors, LLC19.6K$179.4K−$44KCut−$43.2K
Allworth Financial LP14.9K$136.7KHeld
IFP Advisors, Inc4.76K$43.6KHeld
Medallion Wealth Advisors, LLC800$7.33K−$2.18KCut−$11.7K
MV CAPITAL MANAGEMENT, INC.222$2.03KHeld
Nalls Sherbakoff Group, LLC212$1.94K−$479Cut−$479
Scarborough Advisors, LLC10$88Held
KBC Group NV6.2K$57Held

Who left

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.