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NewSquare Capital’s Winnebago Industries WGO Stock Holding History

NewSquare Capital’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
2025
Q3 		– Sell
-6
Closed -$174 – 1235
2025
Q2 		$174 Buy
+6
New +$197 ﹤0.01% 1251

Other funds holding WGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NewSquare Capital's WGO Position: Q3 2025 in Review

NewSquare Capital sold out of Winnebago Industries (WGO) in Q3 2025, closing a stake of 6 shares — an estimated $174 sold.

NewSquare Capital first reported a position in WGO in Q2 2025 and held it in 1 quarter. The position peaked at $174 in Q2 2025. 254 funds tracked by Wall St. Rank hold WGO as of Q3 2025.

  • NewSquare Capital reported no remaining Winnebago Industries position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 6 Winnebago Industries shares in Q3 2025, an estimated $174.
  • NewSquare Capital first reported a position in Winnebago Industries in Q2 2025 and held it in 1 quarter.
  • NewSquare Capital's Winnebago Industries position peaked at $174 in Q2 2025.
  • 254 funds tracked by Wall St. Rank held Winnebago Industries as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.