Inspire Investing’s Winnebago Industries WGO Stock Holding History

Inspire Investing’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	$501K	Buy	16,155 +4,705	+41%	+$196K	0.03%	839
2025 Q4	$464K	Sell	11,450 -2,236	-16%	-$81.5K	0.04%	713
2025 Q3	$458K	Buy	13,686 +158	+1%	+$5.21K	0.04%	416
2025 Q2	$392K	Buy	13,528 +3,636	+37%	+$119K	0.04%	414
2025 Q1	$341K	Buy	9,892 +1,539	+18%	+$65.3K	0.04%	690
2024 Q4	$399K	Buy	+8,353	New	+$473K	0.04%	684
2023 Q3	–	Sell	-4,696	Closed	-$313K	–	889
2023 Q2	$313K	Sell	4,696 -69	-1%	-$4.12K	0.04%	667
2023 Q1	$275K	Sell	4,765 -8,367	-64%	-$511K	0.04%	457
2022 Q4	$692K	Buy	13,132 +9,246	+238%	+$526K	0.09%	193
2022 Q3	$207K	Sell	3,886 -416	-10%	-$24.1K	0.03%	565
2022 Q2	$209K	Sell	4,302 -42	-1%	-$2.17K	0.03%	757
2022 Q1	$235K	Buy	4,344 +1,007	+30%	+$65.1K	0.03%	646
2021 Q4	$250K	Sell	3,337 -161	-5%	-$11.6K	0.03%	474
2021 Q3	$253K	Sell	3,498 -660	-16%	-$46.1K	0.03%	353
2021 Q2	$283K	Buy	4,158 +126	+3%	+$9.3K	0.04%	541
2021 Q1	$309K	Buy	+4,032	New	+$291K	0.05%	516

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