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Wealthspire Advisors (New York)’s Winnebago Industries WGO Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-409
Closed -$13.7K – 2892
2025
Q3 		$13.7K Buy
+409
New +$13.5K ﹤0.01% 1869

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CB
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wealthspire Advisors (New York)'s WGO Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Winnebago Industries (WGO) in Q4 2025, closing a stake of 409 shares — an estimated $13.7K sold.

Wealthspire Advisors (New York) first reported a position in WGO in Q3 2025 and held it in 1 quarter. The position peaked at $13.7K in Q3 2025. 252 funds tracked by Wall St. Rank hold WGO as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Winnebago Industries position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 409 Winnebago Industries shares in Q4 2025, an estimated $13.7K.
  • Wealthspire Advisors (New York) first reported a position in Winnebago Industries in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Winnebago Industries position peaked at $13.7K in Q3 2025.
  • 252 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.