Winmark Corp(WINA)

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.

WINA iron condor setups WINA expected move WINA IV rank history WINA Fibonacci levels WINA insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

WINA — —
Snapshot
Info
Industry (SIC)
RETAIL-MISCELLANEOUS RETAIL (5900)
Exchange
XNAS
Market Cap
$1.1B

Winmark Corp is a franchisor of value-oriented retail store concepts that buy, sell, and trade gently used merchandise. The company has one reportable segment, including Franchising, and one non-reportable segment, Leasing. The franchising segment franchises value-oriented retail stores that buy, sell, trade, and consign merchandise as well as provide strategic consulting services relating to franchising. The leasing segment includes the middle-market equipment leasing business and small-ticket financing business. It generates a majority of its revenue from the Franchising segment.

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
MonthAvg ReturnYears of Data
Jan +0.57% 6
Feb -0.38% 6
Mar -1.57% 6
Apr +1.70% 6
May +0.05% 6
Jun +0.50% 6
Jul +4.44% 6
Aug -1.23% 6
Sep +3.26% 6
Oct +0.22% 5
Nov +1.71% 5
Dec -3.27% 5
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $306.51
SMA 50: $333.21
SMA 200: $394.54
Current: $296.68
EMA 12: $298.50
EMA 26: $312.31
MACD: -13.8177 | Signal: 0.6059
BEARISH
ADX (14): 38.30
TREND
+DI: 12.49
−DI: 26.90

Momentum Oscillators

RSI (14): 36.16
NEUTRAL
Stoch %K: 32.87
Stoch %D: 27.34
Williams %R: -55.63

Volume & Volatility

BB Upper: $336.17
BB Lower: $276.86
NEUTRAL
OBV: 4,116,689
Vol SMA 20: 100,843
Vol ROC: -31.23%
ATR: $10.61
True Range: $9.54
HV 20: 23.6%
HV 30: 26.4%
HV 60: 36.6%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-09-26T00:00:00 – 2026-09-24T00:00:00
AI Analysis

LLM Stock Analysis Report

Executive Summary

Overall assessment: NEUTRAL with confidence level (6/10)

Key drivers and primary risks:

  • Technical indicators suggest a consolidating trend, with no clear direction
  • Low volatility reduces the risk of significant price movements
  • No recent news headlines available to impact sentiment

Investment thesis: WINA's recent consolidation suggests a neutral market environment. While there is no clear catalyst for a large price move, the stock's low volatility and relatively stable earnings history make it an attractive holding for income-focused investors.

Recent news sentiment impact: N/A (no recent news headlines)

Technical Analysis

Trend Direction:

  • Short-term (1-4 weeks): Consolidating, with no clear direction
  • Medium-term (1-3 months): Sideways trend
  • Long-term (3-12 months): Uptrend

Support/Resistance Levels:

  • Upper Bollinger Band: $445.07
  • Middle Bollinger Band: $423.42
  • Lower Bollinger Band: $401.76

Momentum Signals:

  • RSI interpretation: Neutral (41.76), no oversold or overbought conditions
  • MACD signal: Bullish, with a histogram value of 0.64 indicating momentum growth
  • Bollinger Bands position: Neutral, with price trending sideways within the bands

Volume Analysis:

  • Volume SMA 20: 94895.05 (stable)
  • On-Balance Volume (OBV): 4438980.00 (increasing)
  • Volume Rate of Change: -55.54% (reducing)

News & Sentiment Analysis

Recent Headlines Summary: N/A (no recent news headlines)

Sentiment Assessment: N/A (no recent news headlines)

Catalyst Identification: None identified from the provided data

Market Narrative: The lack of recent news headlines and stable technical indicators suggests a neutral market environment.

Risk & Volatility Assessment

Risk:

  • Beta: 0.52 (low), indicating less volatility than the broader market
  • Alpha: -0.01 (neutral)
  • Correlation: 0.31 (moderate)

Volatility:

  • Stock Volatility: 0.33 (low), suggesting reduced price movement risk
  • Average True Range (ATR): $17.10 (stable)
  • True Range: $9.81 (stable)

Options Market Signals: N/A (no options data available)

Downside Protection:

  • Support levels: Lower Bollinger Band ($401.76) and SMA 200 ($407.29)
  • Risk management considerations: Consider stop-loss levels at the lower Bollinger Band or SMA 200 for downside protection

Market Context & Positioning

Sector Performance: WINA's sector (Technology) has been relatively stable, with a moderate correlation to the broader market.

Institutional Activity: Institutional trading patterns suggest a neutral sentiment, with no clear buying or selling pressure.

Correlation Analysis: WINA's price movement is moderately correlated (0.31) with the broader market, indicating some alignment but not strong co-movement.

Relative Valuation: WINA's current price ($407.93) is within its recent trading range, suggesting a neutral valuation relative to the sector and market.

Key Levels & Action Items

Critical Price Levels:

  • Lower Bollinger Band: $401.76 (support)
  • SMA 200: $407.29 (support)

Breakout/Breakdown Levels:

  • Upper Bollinger Band: $445.07 (resistance)

Time-Sensitive Catalysts: None identified from the provided data

Risk Management:

  • Stop-loss levels at the lower Bollinger Band or SMA 200 for downside protection
  • Consider scaling into positions using a risk-controlled approach
Generated
News
Options Activity
Loading options activity...
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Beta (1Y vs SPY)
0.72
Correlation (SPY)
24.6%
R²
0.06
Ann. Volatility
38.2%
SPY Volatility
13.0%

Low volatility - stock moves less than market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

222 filers3,383,516 shares$1.41B value
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 489,771 $207.21M 14.68% — 2026-06-30
2 Neuberger Berman Group LLC 286,587 $121.25M 8.59% — 2026-06-30
3 RENAISSANCE TECHNOLOGIES LLC 204,412 $86.48M 6.13% — 2026-06-30
4 VANGUARD GROUP INC Custodian 186,832 $75.66M 5.36% — 2025-12-31
5 FIRST TRUST ADVISORS LP 175,481 $74.24M 5.26% — 2026-06-30
6 AltraVue Capital, LLC 172,363 $72.92M 5.17% — 2026-06-30
7 VANGUARD CAPITAL MANAGEMENT LLC 139,932 $59.20M 4.19% — 2026-06-30
8 STATE STREET CORP (STT, STT-PG) 130,360 $55.15M 3.91% — 2026-06-30
9 JACOBS LEVY EQUITY MANAGEMENT, INC 92,300 $39.05M 2.77% — 2026-06-30
10 Fisher Asset Management, LLC 92,208 $39.01M 2.76% — 2026-06-30
11 Port Capital LLC 86,767 $36.71M 2.60% — 2026-06-30
12 GEODE CAPITAL MANAGEMENT, LLC Custodian 86,022 $36.40M 2.58% — 2026-06-30
13 Nine Ten Capital Management LLC 83,671 $35.40M 2.51% — 2026-06-30
14 DIMENSIONAL FUND ADVISORS LP Custodian 73,501 $31.10M 2.20% — 2026-06-30
15 ALLIANCEBERNSTEIN L.P. 62,878 $26.88M 1.90% — 2026-06-30
16 Copeland Capital Management, LLC 63,059 $26.68M 1.89% — 2026-06-30
17 VANGUARD PORTFOLIO MANAGEMENT LLC 59,524 $25.18M 1.78% — 2026-06-30
18 Select Equity Group, L.P. 50,929 $21.55M 1.53% — 2026-06-30
19 Rockefeller Capital Management L.P. Custodian 42,145 $17.83M 1.26% — 2026-06-30
20 NORTHERN TRUST CORP Custodian 38,050 $16.10M 1.14% — 2026-06-30
21 GOLDMAN SACHS GROUP INC Custodian 36,718 $15.53M 1.10% — 2026-06-30
22 MORGAN STANLEY Custodian 35,992 $15.23M 1.08% — 2026-06-30
23 CONGRESS ASSET MANAGEMENT CO 34,581 $14.63M 1.04% — 2026-06-30
24 Bank of New York Mellon Corp Custodian 31,481 $13.32M 0.94% — 2026-06-30
25 Allspring Global Investments Holdings, LLC 29,043 $12.29M 0.87% — 2026-06-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period
Insider Activity
Latest: 2026-07-01
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-07-01 Percy C Tomlinson Jr Director Exer (M) +3,700 $240.16 $888.6K EDGAR
2026-06-03 Lawrence A Barbetta Director Award (A) — — EDGAR
2026-06-01 Stephanie S. Hoppe Director Grant (A) +356 opt — EDGAR
2026-06-01 Keith Credendino Director Grant (A) +356 opt — EDGAR
2026-06-01 Lisa Schurke Hake CHIEF MARKETING OFFICER Grant (A) +10,968 opt — EDGAR
2026-06-01 Amy C Becker Director Grant (A) +356 opt — EDGAR
2026-06-01 Renae M. Gaudette CHIEF OPERATING OFFICER Award (A) — — EDGAR
2026-06-01 Anthony D Ishaug CHIEF FINANCIAL OFFICER Award (A) — — EDGAR
2026-06-01 BRETT D HEFFES CHAIR AND CEO Award (A) — — EDGAR
2026-06-01 Percy C Tomlinson Jr Director Award (A) — — EDGAR
2026-06-01 PHILIP IRVING SMITH Director Grant (A) +356 opt — EDGAR
2026-06-01 GINA DECARO SPRENGER Director Award (A) — — EDGAR
2026-05-06 Stephanie S. Hoppe Director Grant (A) +3,400 opt — EDGAR
2026-04-28 Renae M. Gaudette CHIEF OPERATING OFFICER Exer (M) +2,500 $98.25 $245.6K EDGAR
2026-03-05 JENELE C GRASSLE Director Sell (S) −3,900 $475.80 -$1.86M EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
Insider Holdings
26 insiders · @ $296.68
Officers, directors, and 10%+ owners ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 K JEFFREY DAHLBERG Director 535,761 $158.95M -$2.20M 3 2007-02-14
2 James Shel Bradshaw 10%+ Owner 441,443 $130.97M -$3.00M 2 2016-12-13
3 Nine Ten Partners LP 10%+ Owner 428,519 $127.13M -$6.45M 5 2017-01-27
4 Nine Ten Capital Management LLC 10%+ Owner 426,007 $126.39M -$3.09M 4 2017-01-31
5 Russell Chad Mollen 10%+ Owner 424,377 $125.90M -$4.90M 3 2017-02-08
6 Brian Timothy Bares 10%+ Owner 405,073 $120.18M -$13.30M 3 2017-04-04
7 RONALD G OLSON 10%+ Owner 400,567 $118.84M -$23.03M 79 2024-11-26
8 SHELDON FLECK 10%+ Owner 383,876 $113.89M -$2.39M 3 2007-11-29
9 BRETT D HEFFES CHAIR AND CEO 114,738 $34.04M -$33.71M 65 2026-06-01
10 STEVEN MURPHY President of Franchising 100,914 $29.94M -$11.53M 46 2019-12-16
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
Notice of Proposed Sale (Form 144)
Latest: 2026-07-14
Last 30d: 0 filings  ·  Last 90d: 1 filing · $525K notice value · 1 unique filer

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. Amendments (Form 144/A) and post-cancellation refilings can inflate this if you sum naively; the rollup above excludes filings with zero stated value.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Top 90-day filers: GRASSLE JENELE C (1, $525K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-07-14 GRASSLE JENELE C Director 1,390 $524.8K 2026-07-14 Charles Schwab Corp. — EDGAR
2026-05-07 GRASSLE JENELE C Former Affiliate 3,000 $1.10M 2026-05-07 Charles Schwab Corporation — EDGAR
2026-03-04 GRASSLE JENELE C Director 3,900 $1.87M 2026-03-04 Charles Schwab & Co., Inc. — EDGAR
2026-03-03 Tomlinson Family Rev Tr DTD 8/25/16 Board Member 1,660 $751.9K 2026-03-03 UBS Financial Services Inc — EDGAR
2025-11-21 GRASSLE JENELE C Director 2,400 $1.00M 2025-11-21 Charles Schwab Corporation — EDGAR
2025-10-24 Renae Gaudette COO 1,200 $500.5K 2025-10-24 Merrill — EDGAR
2025-09-17 Barbetta Lawrence A Director 852 $430.3K 2025-09-17 RBC CAPITAL MARKETS LLC — EDGAR
2025-08-27 HEFFES BRETT D Officer, Director 4,971 $2.23M 2025-08-27 Piper Sandler & Co Inc — EDGAR
2025-08-26 HEFFES BRETT D Officer, Director 2,441 $1.12M 2025-08-26 Piper Sandler & Co Inc — EDGAR
2025-05-30 Ishaug Anthony D Officer 4,000 $1.71M 2025-05-30 Piper Sandler & Co Inc — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed.
ETF Holders
# ETF Provider Weight $ Exposure ETF AUM As Of
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.