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Oxford Financial Group’s Winnebago Industries WGO Stock Holding History

Oxford Financial Group’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 		$333K Hold
10,668
– – 0.02% 191
2026
Q1 		$331K Sell
10,668
-50
-0.5% -$2.08K 0.02% 205
2025
Q4 		$434K Buy
10,718
+50
+0.5% +$1.82K 0.02% 157
2025
Q3 		$357K Hold
10,668
– – 0.02% 169
2025
Q2 		$309K Buy
10,668
+2,591
+32% +$84.9K 0.02% 169
2025
Q1 		$278K Buy
8,077
+2
+0% +$85 0.02% 183
2024
Q4 		$386K Sell
8,075
-2
-0% -$113 0.03% 176
2024
Q3 		$469K Hold
8,077
– – 0.03% 149
2024
Q2 		$438K Sell
8,077
-340,248
-98% -$21M 0.03% 166
2024
Q1 		$25.8M Sell
348,325
-35,000
-9% -$2.38M 1.79% 12
2023
Q4 		$27.9M Sell
383,325
-96,384
-20% -$6.19M 2.05% 10
2023
Q3 		$28.5M Sell
479,709
-46,880
-9% -$3.04M 2.46% 9
2023
Q2 		$35.1M Sell
526,589
-125,250
-19% -$7.47M 3.34% 8
2023
Q1 		$37.6M Sell
651,839
-96,000
-13% -$5.86M 4.22% 8
2022
Q4 		$39.4M Sell
747,839
-36,936
-5% -$2.1M 4.59% 7
2022
Q3 		$41.8M Sell
784,775
-75,606
-9% -$4.39M 6.28% 4
2022
Q2 		$41.8M Hold
860,381
– – 6.16% 4
2022
Q1 		$46.5M Sell
860,381
-28,076
-3% -$1.81M 5.9% 4
2021
Q4 		$66.6M Buy
888,457
+397,122
+81% +$28.6M 7.48% 4
2021
Q3 		$35.6M Buy
+491,335
New +$34.3M 4.54% 7

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

Oxford Financial Group's WGO Position: Q2 2026 in Review

Oxford Financial Group held its Winnebago Industries (WGO) position steady in Q2 2026 at 10,668 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #191.

Oxford Financial Group first reported a position in WGO in Q3 2021 and has held it in 20 quarters since. The position peaked at $66.6M in Q4 2021. 244 funds tracked by Wall St. Rank hold WGO as of Q2 2026.

  • Oxford Financial Group held 10,668 shares of Winnebago Industries worth $333K as of Q2 2026.
  • Oxford Financial Group left its Winnebago Industries share count unchanged in Q2 2026.
  • Winnebago Industries made up 0.02% of Oxford Financial Group's portfolio in Q2 2026, its #191 holding.
  • Oxford Financial Group first reported a position in Winnebago Industries in Q3 2021 and has held it in 20 quarters since.
  • Oxford Financial Group's Winnebago Industries position peaked at $66.6M in Q4 2021.
  • 244 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.