Position in WEN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$27,133
+$4,243 QoQ
Shares Held
3,273
+19.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#289
of 402 holders
Holding Since
Mar 2020
20 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
$100
CallShares
2,500
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, 2026Global Retirement Partners, LLC holds $15,203,684 across 28 Restaurants names. WEN ranks #16 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
23,946 | $6,472,843 | |
| 2 | SBUX |
Starbucks Corp
|
42,917 | $4,385,688 | |
| 3 | DPZ |
Dominos Pizza Inc
|
4,166 | $1,233,302 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
17,050 | $579,700 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
2,832 | $547,227 | |
| 6 | BROS |
Dutch Bros Inc.
|
6,605 | $474,305 | |
| 7 | DRI |
Darden Restaurants Inc
|
1,580 | $325,495 | |
| 8 | YUM |
Yum Brands Inc
|
1,820 | $290,945 |
All Filings in WEN
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,133 | 3,273 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $22,890 | 2,748 | Shares | Sole | 2026-02-06 | |
| 2025-12-31 | $100 | 2,500 | Call | Sole | 2026-02-06 | |
| 2025-09-30 | $20,472 | 2,235 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $24,473 | 2,143 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $40,978 | 2,514 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $43,677 | 2,493 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $43,349 | 2,556 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $48,079 | 2,552 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $53,589 | 2,751 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $55,025 | 2,696 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $47,784 | 2,197 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $47,828 | 2,196 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $48,315 | 2,135 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $16,166 | 865 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,436 | 235 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $4,811 | 219 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $4,357 | 201 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $4,684 | 200 | Shares | Sole | 2021-07-15 | |
| 2020-09-30 | $6,244 | 280 | Shares | Sole | 2020-10-09 | |
| 2020-03-31 | $848 | 57 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||