OF
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Optimize Financial’s Winnebago Industries WGO Stock Holding History

Optimize Financial’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 		$550K Sell
17,597
-61
-0.3% -$1.86K 0.2% 116
2026
Q1 		$547K Buy
+17,658
New +$735K 0.27% 84

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

Optimize Financial's WGO Position: Q2 2026 in Review

Optimize Financial reduced its Winnebago Industries (WGO) stake by 0.35% in Q2 2026, selling an estimated $1.86K and leaving 17,597 shares worth $550K. The position accounts for 0.2% of the portfolio, ranked #116.

Optimize Financial first reported a position in WGO in Q1 2026 and has held it in 2 quarters since. 244 funds tracked by Wall St. Rank hold WGO as of Q2 2026.

  • Optimize Financial held 17,597 shares of Winnebago Industries worth $550K as of Q2 2026.
  • Optimize Financial sold 61 Winnebago Industries shares in Q2 2026, an estimated $1.86K.
  • Winnebago Industries made up 0.2% of Optimize Financial's portfolio in Q2 2026, its #116 holding.
  • Optimize Financial first reported a position in Winnebago Industries in Q1 2026 and has held it in 2 quarters since.
  • 244 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.