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Inspire Investing’s Winmark WINA Stock Holding History

Inspire Investing’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
Q1 		$510K Buy
1,192
+36
+3% +$15.9K 0.03% 817
2025
Q4 		$468K Buy
1,156
+259
+29% +$111K 0.04% 485
2025
Q3 		$447K Buy
+897
New +$385K 0.04% 732

Other funds holding WINA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PC
Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Inspire Investing's WINA Position: Q1 2026 in Review

Inspire Investing increased its Winmark (WINA) stake by 3.1% in Q1 2026, buying an estimated $15.9K and bringing the position to 1,192 shares worth $510K. The position accounts for 0.03% of the portfolio, ranked #817.

Inspire Investing first reported a position in WINA in Q3 2025 and has held it in 3 quarters since. 230 funds tracked by Wall St. Rank hold WINA as of Q1 2026.

  • Inspire Investing held 1,192 shares of Winmark worth $510K as of Q1 2026.
  • Inspire Investing bought 36 Winmark shares in Q1 2026, an estimated $15.9K.
  • Winmark made up 0.03% of Inspire Investing's portfolio in Q1 2026, its #817 holding.
  • Inspire Investing first reported a position in Winmark in Q3 2025 and has held it in 3 quarters since.
  • 230 funds tracked by Wall St. Rank held Winmark as of Q1 2026.

Based on Inspire Investing's 13F filing for Q1 2026, filed 23 Apr 2026.