Creative Planning
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Creative Planning’s Winnebago Industries WGO Stock Holding History

Creative Planning’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
2021
Q1 		– Sell
-100
Closed -$1K – 2738
2020
Q4 		$1K Hold
100
– – ﹤0.01% 2337
2020
Q3 		$1K Buy
+100
New +$5.76K ﹤0.01% 2134

Other funds holding WGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's WGO Position: Q1 2026 in Review

Creative Planning increased its Winnebago Industries (WGO) stake by 35% in Q1 2026, buying an estimated $553K and bringing the position to 51,137 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #2088.

Creative Planning first reported a position in WGO in Q2 2013 and has held it in 36 quarters since. 255 funds tracked by Wall St. Rank hold WGO as of Q1 2026.

  • Creative Planning held 51,137 shares of Winnebago Industries worth $1.58M as of Q1 2026.
  • Creative Planning bought 13,288 Winnebago Industries shares in Q1 2026, an estimated $553K.
  • Winnebago Industries made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2088 holding.
  • Creative Planning first reported a position in Winnebago Industries in Q2 2013 and has held it in 36 quarters since.
  • 255 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.