IFP Advisors
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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
Q3 		$1.74K Hold
66
– – ﹤0.01% 4292
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% 2878
2022
Q2 		$25K Hold
317
– – ﹤0.01% 2682
2022
Q1 		$25K Buy
317
+15
+5% +$969 ﹤0.01% 2679
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% -$7.22K ﹤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

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

IFP Advisors's WGO Position: Q3 2026 in Review

IFP Advisors held its Winnebago Industries (WGO) position steady in Q3 2026 at 66 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #4292.

IFP Advisors first reported a position in WGO in Q2 2016 and has held it in 25 quarters since. The position peaked at $212K in Q2 2020. 115 funds tracked by Wall St. Rank hold WGO as of Q3 2026.

  • IFP Advisors held 66 shares of Winnebago Industries worth $1.74K as of Q3 2026.
  • IFP Advisors left its Winnebago Industries share count unchanged in Q3 2026.
  • Winnebago Industries made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4292 holding.
  • IFP Advisors first reported a position in Winnebago Industries in Q2 2016 and has held it in 25 quarters since.
  • IFP Advisors's Winnebago Industries position peaked at $212K in Q2 2020.
  • 115 funds tracked by Wall St. Rank held Winnebago Industries as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.