Winnebago Industries (WGO) — Smart Money Tracker (13F, Q2 2026)

WGO ranks #2497 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

249 institutions disclose a position in WGO, but none treat it as a major bet — even Lhm, Inc., its most concentrated holder, allocates just 1.6% of its own portfolio to it.

California State Teachers Retirement System has added to its WGO position for two straight quarters, increasing it by $28.8M to reach $29.9M today.

Cooke & Bieler LP has trimmed its WGO position for two straight quarters, cutting it by $31.4M while still holding $39.9M.

WGO is down 1.7% today, but institutions show net buying of $127.3M this quarter — a divergence between today's price move and the underlying institutional flow.

WGO posted net income of $38.5M over the trailing twelve months, and currently trades at a P/E of 22.1.

• Profitable — net income of $38.5M over the trailing twelve months
• Revenue grew 3.0% year over year
• Net income improved year over year, from -$5.7M to $38.5M
• Generated $128.9M in positive operating cash flow
• Current ratio of 2.42x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.76x equity — within a conventional range