State of Wisconsin Investment Board
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State of Wisconsin Investment Board’s Helen of Troy HELE Stock Holding History

State of Wisconsin Investment Board’s Portfolio HELE Stock Details HELE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-13,856
Closed -$393K – 2440
2025
Q2 		$393K Buy
+13,856
New +$425K ﹤0.01% 1963
2025
Q1 		– Sell
-10,589
Closed -$634K – 2282
2024
Q4 		$634K Sell
10,589
-5,197
-33% -$345K ﹤0.01% 1703
2024
Q3 		$976K Sell
15,786
-926
-6% -$54.8K ﹤0.01% 1571
2024
Q2 		$1.55M Buy
16,712
+14,828
+787% +$1.5M ﹤0.01% 1402
2024
Q1 		$217K Sell
1,884
-368
-16% -$44K ﹤0.01% 2047
2023
Q4 		$272K Sell
2,252
-421
-16% -$45.4K ﹤0.01% 2075
2023
Q3 		$312K Buy
2,673
+776
+41% +$96.6K ﹤0.01% 2038
2023
Q2 		$205K Sell
1,897
-9,224
-83% -$883K ﹤0.01% 2139
2023
Q1 		$1.06M Sell
11,121
-366
-3% -$39.2K ﹤0.01% 1459
2022
Q4 		$1.27M Buy
11,487
+643
+6% +$62.6K ﹤0.01% 1425
2022
Q3 		$1.05M Buy
10,844
+4,813
+80% +$619K ﹤0.01% 1523
2022
Q2 		$979K Buy
+6,031
New +$1.14M ﹤0.01% 1652

Other funds holding HELE

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State of Wisconsin Investment Board's HELE Position: Q3 2025 in Review

State of Wisconsin Investment Board sold out of Helen of Troy (HELE) in Q3 2025, closing a stake of 13,856 shares — an estimated $393K sold.

State of Wisconsin Investment Board first reported a position in HELE in Q2 2022 and held it in 12 quarters. The position peaked at $1.55M in Q2 2024. 206 funds tracked by Wall St. Rank hold HELE as of Q3 2025.

  • State of Wisconsin Investment Board reported no remaining Helen of Troy position as of Q3 2025 after selling out during the quarter.
  • State of Wisconsin Investment Board sold 13,856 Helen of Troy shares in Q3 2025, an estimated $393K.
  • State of Wisconsin Investment Board first reported a position in Helen of Troy in Q2 2022 and held it in 12 quarters.
  • State of Wisconsin Investment Board's Helen of Troy position peaked at $1.55M in Q2 2024.
  • 206 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2025.

Based on State of Wisconsin Investment Board's 13F filing for Q3 2025, filed 14 Nov 2025.