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 $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

Creative Planning's WGO Position: Q2 2026 in Review

Creative Planning reduced its Winnebago Industries (WGO) stake by 37% in Q2 2026, selling an estimated $573K and leaving 32,337 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2634.

Creative Planning first reported a position in WGO in Q2 2013 and has held it in 37 quarters since. The position peaked at $1.58M in Q1 2026. 244 funds tracked by Wall St. Rank hold WGO as of Q2 2026.

  • Creative Planning held 32,337 shares of Winnebago Industries worth $1.01M as of Q2 2026.
  • Creative Planning sold 18,800 Winnebago Industries shares in Q2 2026, an estimated $573K.
  • Winnebago Industries made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2634 holding.
  • Creative Planning first reported a position in Winnebago Industries in Q2 2013 and has held it in 37 quarters since.
  • Creative Planning's Winnebago Industries position peaked at $1.58M in Q1 2026.
  • 244 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.