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Envestnet Portfolio Solutions, Inc.

Position in WINA — Winmark Corp

CIK 1998033 BERWYN, PA

Position in WINA

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$695,966
New position
Shares Held
1,645
first reported quarter
Ownership
0.046%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#95
of 216 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

Position in Specialty Retail

Consumer Cyclical · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $5,312,737 across 4 Specialty Retail names. WINA ranks #4 (13.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 WINA
Winmark Corp
This page
1,645 $695,966

All Filings in WINA

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $695,966 1,645