WEN at a glance
Wendy's Co (WEN, SEC CIK 30697) filed its latest 10-K annual report on February 23, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on August 17, 2026 and Form 4 insider filings as recently as October 1, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 28, 2025 (FY2025), Wendy's Co (WEN) reported revenue of $2.2 billion (down 3.1% from FY2024) and net income of $165.1 million. Diluted EPS was $0.85.
- As of June 30, 2026, 37 institutional investment managers tracked by SignalX reported holding Wendy's Co (WEN) shares worth $920.7 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.2B
- −3.1% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 37 funds
- $920.7M · +1 vs prior quarter
- Latest 10-Q
- Aug 7, 2026
- Quarterly report
SignalX for WEN
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- Fund moves. Which tracked funds opened, added or cut WEN, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Peltz Bradley G. | A | Sep 29, 2026 | 3,318 | $7.42 |
| MAY PETER W | A | Sep 29, 2026 | 4,009 | $7.42 |
| Wunsch E.J. | A | Sep 15, 2026 | 52 | - |
| Esposito Liliana | A | Sep 15, 2026 | 149 | - |
| Kale Aaron M. | A | Sep 15, 2026 | 42 | - |
| Kale Aaron M. | A | Sep 15, 2026 | 13 | - |
| Esposito Liliana | A | Sep 15, 2026 | 80 | - |
| Kale Aaron M. | A | Sep 15, 2026 | 73 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $2.2B | $2.2B | $2.2B |
| Operating Income | $382.0M | $371.4M | $343.5M |
| Net Income | - | $194.4M | $165.1M |
| Op. Margin | 17.5% | 16.5% | 15.8% |
| Net Margin | - | 8.7% | 7.6% |
| Balance Sheet | |||
| Total Assets | $5.2B | $5.0B | $5.0B |
| Equity | $309.8M | $259.4M | $117.4M |
| ROE | - | 74.9% | 140.6% |
| Per Share | |||
| EPS | $0.97 | $0.95 | $0.85 |
| Cash Flow | |||
| Operating CF | $345.4M | $355.3M | $344.5M |
Source: XBRL data in Wendy's Co (WEN)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate WEN share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 37 | $920.7M |
| Q1 2026 | 36 | $858.4M |
| Q4 2025 | 33 | $1.04B |
| Q3 2025 | 33 | $1.07B |
| Q2 2025 | 31 | $1.37B |
| Q1 2025 | 27 | $1.45B |
| Q4 2024 | 24 | $1.35B |
| Q3 2024 | 22 | $1.08B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 243 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
WEN filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 8-K | Aug 17, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
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WEN SEC filings: frequently asked questions
Which institutions hold WEN stock?
As of June 30, 2026, the largest Wendy's Co (WEN) holders among the 13F filers tracked by SignalX were Trian Fund Management ($252.6 million), BlackRock ($218.1 million), Vanguard Portfolio Management LLC ($85.4 million), Vanguard Capital Management LLC ($57.4 million), Wells Fargo & Co ($55.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was WEN's revenue in fiscal year 2025?
For the fiscal year ended December 28, 2025 (FY2025), Wendy's Co (WEN) reported revenue of $2.2 billion (down 3.1% from FY2024) and net income of $165.1 million. Diluted EPS was $0.85. The figures come from the XBRL data in the 10-K.
What are the latest WEN SEC filings?
Wendy's Co (WEN) filed its latest 10-K annual report on February 23, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on August 17, 2026 and a Form 4 insider filing on October 1, 2026.
What is WEN's SEC CIK number?
Wendy's Co (WEN)'s SEC Central Index Key (CIK) is 30697. EDGAR lists every WEN filing under that number.
Ask anything about WEN
The research agent reads WEN's filings, financials, insider trades and 13F holders, then answers with sources.