Position in WINA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,481,847
+$517,992 QoQ
Shares Held
12,957
+11.6% QoQ
Ownership
0.361%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#39
of 216 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WINA Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Vest Financial, LLC holds $91,324,079 across 3 Specialty Retail names. WINA ranks #2 (6.0% of the industry book) .
All Filings in WINA
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,481,847 | 12,957 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $4,963,855 | 11,610 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $4,271,307 | 10,548 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $3,034,903 | 6,097 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $970,457 | 2,570 | Shares | Defined | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||