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Wipfli Financial Advisors’s Winnebago Industries WGO Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$51K Buy
+960
New +$55.7K ﹤0.01% 1069

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wipfli Financial Advisors's WGO Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Winnebago Industries (WGO) in Q3 2022: 960 shares worth $51K. The stake represents ﹤0.01% of the portfolio and ranks #1069 among its holdings.

268 funds tracked by Wall St. Rank hold WGO as of Q3 2022.

  • Wipfli Financial Advisors held 960 shares of Winnebago Industries worth $51K as of Q3 2022.
  • Winnebago Industries was a new Wipfli Financial Advisors position in Q3 2022.
  • Winnebago Industries made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1069 holding.
  • 268 funds tracked by Wall St. Rank held Winnebago Industries as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.