Institute for Wealth Management’s Winnebago Industries WGO Stock Holding History

Institute for Wealth Management’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	$4.22K	Buy	+135	New	+$4.12K	﹤0.01%	1477

Other funds holding WGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Institute for Wealth Management's WGO Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Winnebago Industries (WGO) in Q2 2026: 135 shares worth $4.22K. The stake represents ﹤0.01% of the portfolio and ranks #1477 among its holdings.

85 funds tracked by Wall St. Rank hold WGO as of Q2 2026.

Institute for Wealth Management held 135 shares of Winnebago Industries worth $4.22K as of Q2 2026.
Winnebago Industries was a new Institute for Wealth Management position in Q2 2026.
Winnebago Industries made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1477 holding.
85 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.