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Winmark Corporation shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Winmark Corporation (WINA) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in Winmark Corporation

Tip: Access up to 7 years of quarterly data

All positions including Winmark Corporation held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Winmark Corporation by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2026-06-30 $696k 1.6k 423.08

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Us Large Cap Cor
Trust For Professional Man Activepassive Eq (APIE)
Trust For Professional Man Activepassive Cr (APCB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Envestnet Portfolio Solutions

Top funds holding Winmark Corporation

BlackRock
Neuberger Berman Group
Renaissance Technologies
First Trust Advisors
AltraVue Capital
Vanguard Capital Management
State Street Corporation
Jacobs Levy Equity Management
Fisher Investments
Port Capital
Geode Capital Management
Nine Ten Capital Management
Dimensional Fund Advisors
Copeland Capital Management
Alliancebernstein

View all funds holding Winmark Corporation