Integrated Wealth Concepts’s Winnebago Industries WGO Stock Holding History

Integrated Wealth Concepts’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	$6.87K	Buy	+220	New	+$6.71K	﹤0.01%	4796

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

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Integrated Wealth Concepts's WGO Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Winnebago Industries (WGO) in Q2 2026: 220 shares worth $6.87K. The stake represents ﹤0.01% of the portfolio and ranks #4796 among its holdings.

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

Integrated Wealth Concepts held 220 shares of Winnebago Industries worth $6.87K as of Q2 2026.
Winnebago Industries was a new Integrated Wealth Concepts position in Q2 2026.
Winnebago Industries made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4796 holding.
242 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.