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WBI Investments’s Winnebago Industries WGO Stock Holding History

WBI Investments’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 		$447K Buy
+14,323
New +$437K 0.11% 208
2019
Q3 		– Sell
-43,107
Closed -$1.67M – 284
2019
Q2 		$1.67M Buy
+43,107
New +$1.52M 0.15% 126
2017
Q3 		– Sell
-26,537
Closed -$929K – 385
2017
Q2 		$929K Buy
+26,537
New +$743K 0.04% 210
2017
Q1 		– Sell
-70,500
Closed -$2.23M – 380
2016
Q4 		$2.23M Buy
70,500
+42,259
+150% +$1.32M 0.1% 141
2016
Q3 		$666K Buy
+28,241
New +$658K 0.03% 231

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

WBI Investments's WGO Position: Q2 2026 in Review

WBI Investments opened a new position in Winnebago Industries (WGO) in Q2 2026: 14,323 shares worth $447K. The stake represents 0.11% of the portfolio and ranks #208 among its holdings. This is a return to the name: WBI Investments previously reported a position in WGO as recently as Q2 2019.

WBI Investments first reported a position in WGO in Q3 2016 and has held it in 5 quarters since. The position peaked at $2.23M in Q4 2016. 243 funds tracked by Wall St. Rank hold WGO as of Q2 2026.

  • WBI Investments held 14,323 shares of Winnebago Industries worth $447K as of Q2 2026.
  • Winnebago Industries was a new WBI Investments position in Q2 2026.
  • Winnebago Industries made up 0.11% of WBI Investments's portfolio in Q2 2026, its #208 holding.
  • WBI Investments first reported a position in Winnebago Industries in Q3 2016 and has held it in 5 quarters since.
  • WBI Investments's Winnebago Industries position peaked at $2.23M in Q4 2016.
  • 243 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.