Position in WEN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$257,412
+$41,608 QoQ
Shares Held
31,051
0.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#163
of 400 holders
Holding Since
Jun 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEN Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026Optimist Retirement Group LLC holds $2,663,495 across 3 Restaurants names. WEN ranks #3 (9.7% of the industry book) .
All Filings in WEN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,412 | 31,051 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $215,804 | 31,051 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $202,857 | 22,146 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $206,736 | 18,103 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $215,558 | 14,734 | Shares | Sole | 2025-05-05 | |
| 2024-06-30 | $253,568 | 14,951 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||