| 5.94 Data as of Jun 17 |  -0.02 / -0.34%Today’s Change | 4.09 Today|||52-Week Range 6.23 | +26.38% Year-to-Date |
| Other institutional | 46.08% |
| Mutual fund holders | 30.99% |
| Individual stakeholders | 28.00% |
| 3/31/2013 | CAPITAL RESEARCH & MANAGEMENT CO... Bought 4.0 Million shares of The Wendy's Co |
| 3/31/2013 | HORIZON ASSET MANAGEMENT LLC Bought 3.8 Million shares of The Wendy's Co |
| 3/31/2013 | KINETICS ASSET MANAGEMENT LLC Bought 2.0 Million shares of The Wendy's Co |
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Trian Fund Management LP | 21.10% | 83,000,245 | 493,851,458 | 0 | 0.00% |
| Southeastern Asset Management, In... | 8.90% | 35,028,400 | 208,418,980 | -91,100 | -0.26% |
| Horizon Asset Management LLC | 4.23% | 16,645,371 | 99,039,957 | +3,750,012 | +29.08% |
| The Vanguard Group, Inc. | 3.80% | 14,955,459 | 88,984,981 | -76,854 | -0.51% |
| BlackRock Fund Advisors | 3.53% | 13,872,721 | 82,542,690 | +380,820 | +2.82% |
| Dimensional Fund Advisors, Inc. | 3.16% | 12,433,033 | 73,976,546 | +1,681,114 | +15.64% |
| Capital Research & Management Co.... | 3.11% | 12,218,000 | 72,697,100 | +4,000,000 | +48.67% |
| Kinetics Asset Management LLC | 2.66% | 10,448,794 | 62,170,324 | +1,979,710 | +23.38% |
| Jennison Associates LLC | 2.48% | 9,743,159 | 57,971,796 | -134,155 | -1.36% |
| Wells Capital Management, Inc. | 2.35% | 9,257,701 | 55,083,321 | +1,108,281 | +13.60% |
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Longleaf Partners Small Cap Fund | 7.11% | 27,967,000 | 166,403,650 | 0 | 0.00% |
| American Funds Small Cap World Fu... | 2.07% | 8,123,000 | 48,331,850 | +4,000,000 | +97.02% |
| Wells Fargo Advantage Small Cap V... | 1.65% | 6,490,377 | 38,617,743 | +45,603 | +0.71% |
| Advisors Inner Circle-Cambiar Sma... | 1.20% | 4,717,000 | 28,066,150 | +107,000 | +2.32% |
| Vanguard Small Cap Index Fund | 1.04% | 4,103,270 | 24,414,457 | -761,927 | -15.66% |
| American Funds Insurance Series -... | 1.04% | 4,095,000 | 24,365,250 | 0 | 0.00% |
| Vanguard Total Stock Market Index... | 1.03% | 4,071,605 | 24,226,050 | +166,483 | +4.26% |
| iShares Core S&P Mid Cap ETF | 0.86% | 3,387,857 | 20,157,749 | +92,980 | +2.82% |
| Government Pension Fund - Global ... | 0.75% | 2,951,330 | 17,560,414 | +213,219 | +7.79% |
| Prudential Jennison Equity Income... | 0.74% | 2,923,484 | 17,394,730 | 0 | 0.00% |
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