Position in WEN
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$153,588
-$30,071 QoQ
Shares Held
22,099
+0.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WEN Over Time
Shares Held
Position Value (USD)
Derivatives in WEN
reported options exposure · as of Dec 31, 2025CallValue
$219,245
CallShares
26,320
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026World Investment Advisors holds $31,523,407 across 7 Restaurants names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRI |
Darden Restaurants Inc
|
45,194 | $9,310,415 | |
| 2 | SBUX |
Starbucks Corp
|
87,628 | $8,954,705 | |
| 3 | MCD |
Mcdonalds Corp
|
28,461 | $7,693,292 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
137,571 | $4,677,414 | |
| 5 | YUM |
Yum Brands Inc
|
3,996 | $638,800 | |
| 6 | CAVA |
Cava Group, Inc.
|
3,170 | $248,781 | |
| 7 | BTBD |
BT Brands, Inc.
|
10,000 | $0 |
All Filings in WEN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $153,588 | 22,099 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $219,245 | 26,320 | Call | Sole | 2026-03-13 | |
| 2025-12-31 | $183,659 | 22,048 | Shares | Sole | 2026-03-13 | |
| No filing history on record for this holder in this stock. | ||||||