WGO

Winnebago Industries$32.38 1.25%
Consumer DiscretionaryUSCUSIP 974637100· EOD Aug 12, 2026◍ Confluence graph
Tracked 13F Holders
223
-134 QoQ
13F Value (tracked)
$896.5M
Insider Net · 180d
-$472K
0↑ 2↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)40 adding · 18 trimming
Insider net (180d)-$472K

Price & smart-money activity

$32.38 1.25%5Y -55.9%
$24.38$38.36$52.34$66.33$80.312021202220232024202520263140533940504043384935504236354623542328543642453944372505825850674454656469685535352
Hover for who · click for detailEnd-of-day closing prices52w $27.27 – $49.85

Who owns WGO?

223 tracked 13F filers

223 tracked 13F filers disclose a position in WGO as of the latest SEC 13F filings, a combined $896.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$143.8M
4.6M
−2.8%
Reduced · −135K sh
Q1 2026
2COOKE & BIELER LP
$54.1M
1.7M
−0.8%
Reduced · −14K sh
Q1 2026
3PZENA INVESTMENT MANAGEMENT LLC
$53.4M
1.7M
+72%
Added · +716K sh
Q2 2026
4DIMENSIONAL FUND ADVISORS LP
$49.0M
1.6M
+8.9%
Added · +129K sh
Q1 2026
5VANGUARD CAPITAL MANAGEMENT LLC
$36.9M
1.2M
First observed position
No prior filed position
Q1 2026
6Maple Rock Capital Partners Inc.
$36.3M
1.2M
New
+1.2M sh
Q1 2026
7STATE STREET CORP
$34.7M
1.1M
+0.7%
Added · +8K sh
Q2 2026
8CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$26.9M
866K
−2.6%
Reduced · −23K sh
Q1 2026
9Sixth Street Partners Management Company, L.P.
$22.8M
729K
New
+729K sh
Q2 2026
10GEODE CAPITAL MANAGEMENT, LLC
$22.6M
725K
+6.2%
Added · +42K sh
Q2 2026
11ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$20.6M
665K
+73%
Added · +280K sh
Q1 2026
12BANK OF MONTREAL /CAN/
$20.1M
650K
−7.3%
Reduced · −51K sh
Q1 2026
13VANGUARD PORTFOLIO MANAGEMENT LLC
$18.7M
605K
First observed position
No prior filed position
Q1 2026
14DEPRINCE RACE & ZOLLO INC
$17.8M
573K
+301%
Added · +430K sh
Q1 2026
15MORGAN STANLEY
$15.9M
514K
−5.2%
Reduced · −28K sh
Q1 2026
16ALLIANCEBERNSTEIN L.P.
$19.7M
487K
−7.6%
Reduced · −40K sh
Q1 2026
17JPMORGAN CHASE & CO
$13.1M
415K
+116%
Added · +223K sh
Q1 2026
18AMERIPRISE FINANCIAL INC
$12.5M
403K
−2.0%
Reduced · −8K sh
Q1 2026
19NORTHERN TRUST CORP
$9.9M
318K
+9.1%
Added · +27K sh
Q1 2026
20Nuveen, LLC
$9.7M
312K
−24%
Reduced · −98K sh
Q1 2026
21HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
$9.6M
310K
+1.8%
Added · +6K sh
Q1 2026
22WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
$9.5M
306K
−21%
Reduced · −82K sh
Q2 2026
23Man Group plc
$8.7M
281K
+199%
Added · +187K sh
Q1 2026
24GOLDMAN SACHS GROUP INC
$8.6M
279K
−8.7%
Reduced · −26K sh
Q1 2026
25AQR CAPITAL MANAGEMENT LLC
$7.7M
249K
+102%
Added · +126K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is WGO being bought or sold by institutions?

Last quarter, 7 funds opened a new position in WGO and 33 added to an existing one, while 18 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
7
funds
Added
33
funds
Reduced
18
funds
Exited
0
funds

Funds that own WGO also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT110 funds$187.4B
JPMORGAN CHASE & COJPM109 funds$42.9B
ALPHABET INC-CL AGOOGL108 funds$104.9B
META PLATFORMS INC-CLASS AMETA107 funds$76.0B
AMAZON.COM INCAMZN105 funds$133.5B
APPLE INCAAPL104 funds$201.5B
ELI LILLY & COLLY104 funds$53.4B
NVIDIA CORPNVDA103 funds$267.8B
ALPHABET INC-CL CGOOG102 funds$91.3B
VISA INC-CLASS A SHARESV102 funds$40.4B
COSTCO WHOLESALE CORPCOST102 funds$24.9B
BANK OF AMERICA CORPBAC102 funds$23.2B

Ranked by how many of WGO's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$472K
2 insiders
Net
-$472K
2 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Aug 13, 2026Happe Michael JPRESIDENT & CEO, DirectorSell (S)12K$394K
Aug 13, 2026Woodson Bret ASVP-CHROSell (S)2K$79K
Oct 27, 2025Happe Michael JPRESIDENT & CEO, DirectorSell (S)7K$294K
Oct 24, 2025Armbruster Sara EDirectorBuy (P)3K$109K
Apr 1, 2025MILES DAVID WDirectorBuy (P)4K$151K
Mar 31, 2025Bryant Kevin E.DirectorBuy (P)4K$143K
Feb 13, 2025Woods Jacqueline D.DirectorSell (S)2K$67K
Nov 1, 2024Woodson Bret ASVP-HUMAN RESOURCESSell (S)12K$690K
Oct 29, 2024Happe Michael JPRESIDENT & CEO, DirectorBuy (P)3K$139K
Oct 28, 2024Fisher William C.DirectorBuy (P)2K$110K
Jul 25, 2024BOGART STACY LSVP-GENERAL COUNSELSell (S)3K$193K
Jan 4, 2024West Christopher DavidSVP-OPERATIONSSell (S)14K$937K

Institutional ownership over time

87 funds-112 since Q3 2024
0111221Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $189.2M

Share classes

Class13F holdersValue held
WGOthis pagecs224 funds$896.8M
WGO 3.25 01/15/30Sovereign/Corporate38 funds$225.9M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 shown

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Connected entities for WGO

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Ask your agent what changed in WGO

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/WGO/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for WGO.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WGO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.