Root Financial Partners’s Winnebago Industries WGO Stock Holding History

Root Financial Partners’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 Q3	$316	Buy	+12	New	+$361	﹤0.01%	3389

Other funds holding WGO

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Root Financial Partners's WGO Position: Q3 2026 in Review

Root Financial Partners opened a new position in Winnebago Industries (WGO) in Q3 2026: 12 shares worth $316. The stake represents ﹤0.01% of the portfolio and ranks #3389 among its holdings.

188 funds tracked by Wall St. Rank hold WGO as of Q3 2026.

Root Financial Partners held 12 shares of Winnebago Industries worth $316 as of Q3 2026.
Winnebago Industries was a new Root Financial Partners position in Q3 2026.
Winnebago Industries made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3389 holding.
188 funds tracked by Wall St. Rank held Winnebago Industries as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.