Position in WEN
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$79,334
-$93,155 QoQ
Shares Held
11,415
-44.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
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, 2026EVOLVE PRIVATE WEALTH, LLC holds $4,187,693 across 7 Restaurants names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | YUM |
Yum Brands Inc
|
7,046 | $1,126,373 | |
| 2 | TXRH |
Texas Roadhouse, Inc.
|
5,517 | $1,066,049 | |
| 3 | SBUX |
Starbucks Corp
|
4,834 | $493,986 | |
| 4 | CMG |
Chipotle Mexican Grill Inc
|
12,736 | $433,024 | |
| 5 | CNNE |
Cannae Holdings, Inc.
|
28,680 | $412,992 | |
| 6 | DPZ |
Dominos Pizza Inc
|
1,117 | $330,676 | |
| 7 | CAVA |
Cava Group, Inc.
|
4,136 | $324,593 |
All Filings in WEN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $79,334 | 11,415 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $172,489 | 20,707 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||