OF
WING icon

Optimize Financial’s Wingstop WING Stock Holding History

Optimize Financial’s Portfolio WING Stock Details WING Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$483K Sell
2,787
-9
-0.3% -$1.42K 0.17% 156
2026
Q1 		$433K Buy
2,796
+842
+43% +$202K 0.21% 168
2025
Q4 		$466K Buy
1,954
+28
+1% +$6.93K 0.23% 160
2025
Q3 		$485K Buy
+1,926
New +$598K 0.25% 117

Other funds holding WING

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Optimize Financial's WING Position: Q2 2026 in Review

Optimize Financial reduced its Wingstop (WING) stake by 0.32% in Q2 2026, selling an estimated $1.42K and leaving 2,787 shares worth $483K. The position accounts for 0.17% of the portfolio, ranked #156.

Optimize Financial first reported a position in WING in Q3 2025 and has held it in 4 quarters since. The position peaked at $485K in Q3 2025. 426 funds tracked by Wall St. Rank hold WING as of Q2 2026.

  • Optimize Financial held 2,787 shares of Wingstop worth $483K as of Q2 2026.
  • Optimize Financial sold 9 Wingstop shares in Q2 2026, an estimated $1.42K.
  • Wingstop made up 0.17% of Optimize Financial's portfolio in Q2 2026, its #156 holding.
  • Optimize Financial first reported a position in Wingstop in Q3 2025 and has held it in 4 quarters since.
  • Optimize Financial's Wingstop position peaked at $485K in Q3 2025.
  • 426 funds tracked by Wall St. Rank held Wingstop as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.