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Vest Financial’s Winnebago Industries WGO Stock Holding History

Vest 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
2025
Q1 		– Sell
-47,858
Closed -$2.29M – 417
2024
Q4 		$2.29M Buy
47,858
+22,477
+89% +$1.27M 0.04% 195
2024
Q3 		$1.47M Buy
25,381
+5,004
+25% +$287K 0.03% 188
2024
Q2 		$1.1M Buy
20,377
+7,384
+57% +$455K 0.03% 167
2024
Q1 		$961K Buy
12,993
+9,713
+296% +$660K 0.03% 133
2023
Q4 		$239K Buy
+3,280
New +$211K 0.01% 176

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vest Financial's WGO Position: Q1 2025 in Review

Vest Financial sold out of Winnebago Industries (WGO) in Q1 2025, closing a stake of 47,858 shares — an estimated $2.29M sold.

Vest Financial first reported a position in WGO in Q4 2023 and held it in 5 quarters. The position peaked at $2.29M in Q4 2024. 257 funds tracked by Wall St. Rank hold WGO as of Q1 2025.

  • Vest Financial reported no remaining Winnebago Industries position as of Q1 2025 after selling out during the quarter.
  • Vest Financial sold 47,858 Winnebago Industries shares in Q1 2025, an estimated $2.29M.
  • Vest Financial first reported a position in Winnebago Industries in Q4 2023 and held it in 5 quarters.
  • Vest Financial's Winnebago Industries position peaked at $2.29M in Q4 2024.
  • 257 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2025.

Based on Vest Financial's 13F filing for Q1 2025, filed 11 Apr 2025.