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B. Riley Wealth Advisors’s Winnebago Industries WGO Stock Holding History

B. Riley Wealth Advisors’s Portfolio WGO Stock Details WGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$249K Buy
7,903
+287
+4% +$8.75K 0.01% 691
2026
Q1 		$240K Sell
7,616
-273
-3% -$11.4K 0.02% 656
2025
Q4 		$320K Hold
7,889
– – 0.01% 689
2025
Q3 		$264K Sell
7,889
-60
-0.8% -$1.98K 0.01% 770
2025
Q2 		$231K Sell
7,949
-548
-6% -$18K 0.01% 820
2025
Q1 		$293K Buy
+8,497
New +$360K 0.01% 982

Other funds holding WGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

B. Riley Wealth Advisors's WGO Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Winnebago Industries (WGO) stake by 3.8% in Q2 2026, buying an estimated $8.75K and bringing the position to 7,903 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #691.

B. Riley Wealth Advisors first reported a position in WGO in Q1 2025 and has held it in 6 quarters since. The position peaked at $320K in Q4 2025. 243 funds tracked by Wall St. Rank hold WGO as of Q2 2026.

  • B. Riley Wealth Advisors held 7,903 shares of Winnebago Industries worth $249K as of Q2 2026.
  • B. Riley Wealth Advisors bought 287 Winnebago Industries shares in Q2 2026, an estimated $8.75K.
  • Winnebago Industries made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #691 holding.
  • B. Riley Wealth Advisors first reported a position in Winnebago Industries in Q1 2025 and has held it in 6 quarters since.
  • B. Riley Wealth Advisors's Winnebago Industries position peaked at $320K in Q4 2025.
  • 243 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.