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JFS Wealth Advisors’s Winnebago Industries WGO Stock Holding History

JFS Wealth 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 		$250 Buy
+8
New +$244 ﹤0.01% 2102
2025
Q1 		– Sell
-33
Closed -$1.58K – 2001
2024
Q4 		$1.58K Hold
33
– – ﹤0.01% 1560
2024
Q3 		$1.92K Sell
33
-1
-3% -$57 ﹤0.01% 1506
2024
Q2 		$1.84K Hold
34
– – ﹤0.01% 1462
2024
Q1 		$2.52K Hold
34
– – ﹤0.01% 1361
2023
Q4 		$2.48K Buy
34
+1
+3% +$64 ﹤0.01% 1334
2023
Q3 		$1.96K Buy
33
+1
+3% +$65 ﹤0.01% 1368
2023
Q2 		$2.13K Sell
32
-1
-3% -$60 ﹤0.01% 1362
2023
Q1 		$1.91K Sell
33
-10
-23% -$610 ﹤0.01% 1386
2022
Q4 		$2.27K Hold
43
– – ﹤0.01% 1326
2022
Q3 		$2K Buy
43
+2
+5% +$116 ﹤0.01% 1428
2022
Q2 		$2K Buy
41
+29
+242% +$1.5K ﹤0.01% 1410
2022
Q1 		$1K Buy
12
+1
+9% +$65 ﹤0.01% 1756
2021
Q4 		$1K Buy
+11
New +$792 ﹤0.01% 1614

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

JFS Wealth Advisors's WGO Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Winnebago Industries (WGO) in Q2 2026: 8 shares worth $250. The stake represents ﹤0.01% of the portfolio and ranks #2102 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in WGO as recently as Q4 2024.

JFS Wealth Advisors first reported a position in WGO in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.52K in Q1 2024. 243 funds tracked by Wall St. Rank hold WGO as of Q2 2026.

  • JFS Wealth Advisors held 8 shares of Winnebago Industries worth $250 as of Q2 2026.
  • Winnebago Industries was a new JFS Wealth Advisors position in Q2 2026.
  • Winnebago Industries made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2102 holding.
  • JFS Wealth Advisors first reported a position in Winnebago Industries in Q4 2021 and has held it in 14 quarters since.
  • JFS Wealth Advisors's Winnebago Industries position peaked at $2.52K in Q1 2024.
  • 243 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.