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IFP Advisors’s Winnebago Industries WGO Stock Holding History

IFP 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 		$2.06K Sell
66
-39
-37% -$1.19K ﹤0.01% 4220
2026
Q1 		$3.25K Buy
+105
New +$4.37K ﹤0.01% 3766
2025
Q2 		– Sell
-1
Closed -$33 – 3560
2025
Q1 		$34 Hold
1
– – ﹤0.01% 4095
2024
Q4 		$48 Buy
+1
New +$57 ﹤0.01% 4275
2023
Q3 		– Sell
-154
Closed -$10.3K – 3570
2023
Q2 		$10.3K Hold
154
– – ﹤0.01% 2293
2023
Q1 		$5.53K Sell
154
-8
-5% -$488 ﹤0.01% 2522
2022
Q4 		$20K Sell
162
-156
-49% -$8.87K ﹤0.01% 2896
2022
Q3 		$26K Buy
318
+1
+0.3% +$58 ﹤0.01% 2879
2022
Q2 		$25K Hold
317
– – ﹤0.01% 2681
2022
Q1 		$25K Buy
317
+15
+5% +$969 ﹤0.01% 2680
2021
Q4 		$22K Hold
302
– – ﹤0.01% 1913
2021
Q3 		$22K Buy
302
+2
+0.7% +$140 ﹤0.01% 1950
2021
Q2 		$20K Hold
300
– – ﹤0.01% 1941
2021
Q1 		$24K Sell
300
-100
-25% -$7.21K ﹤0.01% 1782
2020
Q4 		$24K Sell
400
-460
-53% -$25.1K ﹤0.01% 1737
2020
Q3 		$45K Sell
860
-2,275
-73% -$131K ﹤0.01% 1328
2020
Q2 		$212K Buy
+3,135
New +$160K 0.02% 646
2020
Q1 		– Sell
-13
Closed -$628 – 3022
2019
Q4 		$1K Hold
13
– – ﹤0.01% 2741
2019
Q3 		$0 Buy
+13
New +$473 ﹤0.01% 3155
2018
Q2 		– Sell
-200
Closed -$11K – 4070
2018
Q1 		$11K Hold
200
– – ﹤0.01% 2749
2017
Q4 		$11K Buy
+200
New +$10K ﹤0.01% 2788
2017
Q2 		– Sell
-204
Closed -$6K – 4228
2017
Q1 		$6K Buy
+204
New +$6.51K ﹤0.01% 3224
2016
Q4 		– Sell
-280
Closed -$7K – 4149
2016
Q3 		$7K Hold
280
– – ﹤0.01% 3084
2016
Q2 		$6K Buy
+280
New +$6.02K ﹤0.01% 3062

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

IFP Advisors's WGO Position: Q2 2026 in Review

IFP Advisors reduced its Winnebago Industries (WGO) stake by 37% in Q2 2026, selling an estimated $1.19K and leaving 66 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #4220.

IFP Advisors first reported a position in WGO in Q2 2016 and has held it in 24 quarters since. The position peaked at $212K in Q2 2020. 243 funds tracked by Wall St. Rank hold WGO as of Q2 2026.

  • IFP Advisors held 66 shares of Winnebago Industries worth $2.06K as of Q2 2026.
  • IFP Advisors sold 39 Winnebago Industries shares in Q2 2026, an estimated $1.19K.
  • Winnebago Industries made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4220 holding.
  • IFP Advisors first reported a position in Winnebago Industries in Q2 2016 and has held it in 24 quarters since.
  • IFP Advisors's Winnebago Industries position peaked at $212K in Q2 2020.
  • 243 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.