Position in WEN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$273
+$149 QoQ
Shares Held
33
+120.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#384
of 400 holders
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)
Position in Restaurants
Consumer Cyclical · as of Jun 30, 2026GILPIN WEALTH MANAGEMENT, LLC holds $24,246 across 8 Restaurants names. WEN ranks #4 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBUX |
Starbucks Corp
|
210 | $21,459 | |
| 2 | EAT |
Brinker International, Inc
|
5 | $840 | |
| 3 | CAKE |
Cheesecake Factory Inc
|
10 | $795 | |
| 4 | WEN |
Wendy's Co
This page
|
33 | $273 | |
| 5 | CBRL |
Cracker Barrel Old Country Store, Inc
|
5 | $266 | |
| 6 | BJRI |
BJs RESTAURANTS INC
|
4 | $242 | |
| 7 | SHAK |
Shake Shack Inc.
|
4 | $224 | |
| 8 | PZZA |
Papa Johns International Inc
|
4 | $147 |
All Filings in WEN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273 | 33 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $124 | 15 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||