IFG Advisory’s Winnebago Industries WGO Stock Holding History

IFG Advisory’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 Q1	–	Sell	-23,528	Closed	-$953K	–	876
2025 Q4	$953K	Sell	23,528 -1,379	-6%	-$50.3K	0.04%	370
2025 Q3	$833K	Sell	24,907 -6,521	-21%	-$215K	0.04%	391
2025 Q2	$911K	Buy	31,428 +78	+0.2%	+$2.56K	0.05%	368
2025 Q1	$1.08M	Sell	31,350 -4,568	-13%	-$194K	0.06%	307
2024 Q4	$1.72M	Sell	35,918 -29,321	-45%	-$1.66M	0.1%	221
2024 Q3	$3.79M	Sell	65,239 -1,074	-2%	-$61.5K	0.24%	126
2024 Q2	$3.59M	Sell	66,313 -104	-0.2%	-$6.41K	0.23%	115
2024 Q1	$4.91M	Buy	66,417 +628	+1%	+$42.7K	0.37%	83
2023 Q4	$4.79M	Buy	65,789 +26,669	+68%	+$1.71M	0.35%	74
2023 Q3	$2.33M	Sell	39,120 -78	-0.2%	-$5.06K	0.2%	136
2023 Q2	$2.61M	Buy	39,198 +18,952	+94%	+$1.13M	0.23%	129
2023 Q1	$1.17M	Sell	20,246 -629	-3%	-$38.4K	0.11%	199
2022 Q4	$1.1M	Sell	20,875 -370	-2%	-$21K	0.11%	198
2022 Q3	$1.13M	Buy	21,245 +662	+3%	+$38.4K	0.1%	201
2022 Q2	$999K	Sell	20,583 -15,957	-44%	-$825K	0.11%	189
2022 Q1	$1.97M	Buy	36,540 +3,673	+11%	+$237K	0.2%	130
2021 Q4	$2.46M	Buy	32,867 +1,935	+6%	+$139K	0.24%	98
2021 Q3	$2.24M	Buy	30,932 +4,311	+16%	+$301K	0.24%	104
2021 Q2	$1.81M	Buy	+26,621	New	+$1.97M	0.2%	128

Other funds holding WGO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return

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 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