OF
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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Optimize Financial's WING Position: Q1 2026 in Review

Optimize Financial increased its Wingstop (WING) stake by 43% in Q1 2026, buying an estimated $202K and bringing the position to 2,796 shares worth $433K. The position accounts for 0.21% of the portfolio, ranked #168.

Optimize Financial first reported a position in WING in Q3 2025 and has held it in 3 quarters since. The position peaked at $485K in Q3 2025. 399 funds tracked by Wall St. Rank hold WING as of Q1 2026.

  • Optimize Financial held 2,796 shares of Wingstop worth $433K as of Q1 2026.
  • Optimize Financial bought 842 Wingstop shares in Q1 2026, an estimated $202K.
  • Wingstop made up 0.21% of Optimize Financial's portfolio in Q1 2026, its #168 holding.
  • Optimize Financial first reported a position in Wingstop in Q3 2025 and has held it in 3 quarters since.
  • Optimize Financial's Wingstop position peaked at $485K in Q3 2025.
  • 399 funds tracked by Wall St. Rank held Wingstop as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.