Position in WEN
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$229,036
+$38,294 QoQ
Shares Held
27,628
+0.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#173
of 402 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in WEN Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $51,310,607 across 18 Restaurants names. WEN ranks #16 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
77,784 | $21,025,793 | |
| 2 | SBUX |
Starbucks Corp
|
81,666 | $8,345,448 | |
| 3 | CMG |
Chipotle Mexican Grill Inc
|
126,031 | $4,285,054 | |
| 4 | YUM |
Yum Brands Inc
|
23,124 | $3,696,602 | |
| 5 | TXRH |
Texas Roadhouse, Inc.
|
12,615 | $2,437,596 | |
| 6 | CAVA |
Cava Group, Inc.
|
27,829 | $2,184,019 | |
| 7 | BROS |
Dutch Bros Inc.
|
23,200 | $1,665,992 | |
| 8 | DRI |
Darden Restaurants Inc
|
8,062 | $1,660,852 |
All Filings in WEN
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,036 | 27,628 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $190,742 | 27,445 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $230,949 | 27,725 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $300,493 | 32,805 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $432,829 | 37,901 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $606,515 | 41,457 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $696,010 | 42,700 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $785,018 | 44,807 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $874,118 | 51,540 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,084,147 | 57,545 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,152,358 | 59,156 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,226,477 | 60,092 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,372,142 | 63,087 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,429,268 | 65,623 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,504,736 | 66,493 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $1,256,995 | 67,255 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,426,119 | 75,536 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,571,316 | 71,521 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,793,925 | 75,217 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||