Envestnet Portfolio Solutions

Envestnet Portfolio Solutions’s Winmark WINA Stock Holding History

Envestnet Portfolio Solutions’s Portfolio WINA Stock Details WINA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$696K	Buy	+1,645	New	+$643K	﹤0.01%	849

Other funds holding WINA

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Murphy Pohlad Asset Management Eden Prairie, Minnesota $287M AUM 38.81% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Envestnet Portfolio Solutions's WINA Position: Q2 2026 in Review

Envestnet Portfolio Solutions opened a new position in Winmark (WINA) in Q2 2026: 1,645 shares worth $696K. The stake represents ﹤0.01% of the portfolio and ranks #849 among its holdings.

24 funds tracked by Wall St. Rank hold WINA as of Q2 2026.

Envestnet Portfolio Solutions held 1,645 shares of Winmark worth $696K as of Q2 2026.
Winmark was a new Envestnet Portfolio Solutions position in Q2 2026.
Winmark made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #849 holding.
24 funds tracked by Wall St. Rank held Winmark as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.