Y-Intercept (HK)’s Winnebago Industries WGO Stock Holding History

Y-Intercept (HK)’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	$1.24M	Buy	+39,793	New	+$1.21M	0.02%	948
2026 Q1	–	Sell	-79,461	Closed	-$3.22M	–	2107
2025 Q4	$3.22M	Buy	79,461 +43,056	+118%	+$1.57M	0.07%	395
2025 Q3	$1.22M	Sell	36,405 -17,526	-32%	-$578K	0.03%	879
2025 Q2	$1.56M	Buy	53,931 +35,057	+186%	+$1.15M	0.04%	718
2025 Q1	$650K	Buy	+18,874	New	+$800K	0.04%	589
2024 Q4	–	Sell	-10,602	Closed	-$616K	–	1708
2024 Q3	$616K	Buy	+10,602	New	+$607K	0.04%	670
2023 Q2	–	Sell	-3,631	Closed	-$210K	–	1769
2023 Q1	$210K	Buy	+3,631	New	+$222K	0.02%	946
2021 Q4	–	Sell	-3,266	Closed	-$237K	–	918
2021 Q3	$237K	Sell	3,266 -902	-22%	-$63K	0.04%	539
2021 Q2	$283K	Buy	4,168 +1,225	+42%	+$90.4K	0.07%	418
2021 Q1	$226K	Buy	+2,943	New	+$212K	0.06%	521

Other funds holding WGO

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return