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True Wealth Design’s Winnebago Industries WGO Stock Holding History

True Wealth Design’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 		– Sell
-192
Closed -$5.95K – 2905
2026
Q1 		$5.95K Buy
192
+78
+68% +$3.25K ﹤0.01% 1140
2025
Q4 		$4.62K Sell
114
-117
-51% -$4.27K ﹤0.01% 1115
2025
Q3 		$7.72K Sell
231
-52
-18% -$1.72K ﹤0.01% 929
2025
Q2 		$8.21K Buy
283
+274
+3,044% +$8.98K ﹤0.01% 642
2025
Q1 		$311 Buy
+9
New +$382 ﹤0.01% 1754

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

True Wealth Design's WGO Position: Q2 2026 in Review

True Wealth Design sold out of Winnebago Industries (WGO) in Q2 2026, closing a stake of 192 shares — an estimated $5.95K sold.

True Wealth Design first reported a position in WGO in Q1 2025 and held it in 5 quarters. The position peaked at $8.21K in Q2 2025. 243 funds tracked by Wall St. Rank hold WGO as of Q2 2026.

  • True Wealth Design reported no remaining Winnebago Industries position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 192 Winnebago Industries shares in Q2 2026, an estimated $5.95K.
  • True Wealth Design first reported a position in Winnebago Industries in Q1 2025 and held it in 5 quarters.
  • True Wealth Design's Winnebago Industries position peaked at $8.21K in Q2 2025.
  • 243 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.