Position in WEN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$513
+$83 QoQ
Shares Held
62
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#375
of 400 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WEN Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Smartleaf Asset Management LLC holds $9,429,336 across 25 Restaurants names. WEN ranks #23 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
14,962 | $4,044,378 | |
| 2 | SBUX |
Starbucks Corp
|
24,519 | $2,505,596 | |
| 3 | DRI |
Darden Restaurants Inc
|
4,303 | $886,461 | |
| 4 | YUM |
Yum Brands Inc
|
3,000 | $479,580 | |
| 5 | CMG |
Chipotle Mexican Grill Inc
|
9,749 | $331,466 | |
| 6 | CAKE |
Cheesecake Factory Inc
|
3,962 | $315,137 | |
| 7 | TXRH |
Texas Roadhouse, Inc.
|
1,249 | $241,344 | |
| 8 | YUMC |
Yum China Holdings, Inc.
|
4,805 | $196,380 |
All Filings in WEN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $513 | 62 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $430 | 62 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $566 | 68 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $476 | 52 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $787 | 69 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,009 | 69 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,999 | 184 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,699 | 97 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,984 | 117 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||