Diversified Trust’s Winnebago Industries WGO Stock Holding History

Diversified Trust’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 Q3	$396K	Buy	+15,021	New	+$452K	0.01%	763

Other funds holding WGO

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Diversified Trust's WGO Position: Q3 2026 in Review

Diversified Trust opened a new position in Winnebago Industries (WGO) in Q3 2026: 15,021 shares worth $396K. The stake represents 0.01% of the portfolio and ranks #763 among its holdings.

124 funds tracked by Wall St. Rank hold WGO as of Q3 2026.

Diversified Trust held 15,021 shares of Winnebago Industries worth $396K as of Q3 2026.
Winnebago Industries was a new Diversified Trust position in Q3 2026.
Winnebago Industries made up 0.01% of Diversified Trust's portfolio in Q3 2026, its #763 holding.
124 funds tracked by Wall St. Rank held Winnebago Industries as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.