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WG

Winton Group Portfolio holdings

AUM $3.09B
1-Year Est. Return 40.4%
This Fund
S&P 500
This Quarter Est. Return
+12.35%
1 Year Est. Return
+40.4%
3 Year Est. Return
+127.75%
5 Year Est. Return
+204.31%
10 Year Est. Return
+963.72%
AUM
$1.96B
AUM Growth
+$315M
Cap. Flow
+$193M
Cap. Flow %
9.88%
Top 10 Hldgs %
19.91%
Holding
1,046
New
390
Increased
187
Reduced
226
Closed
239

Top Buys

Rank Stock Value
1
IBIT icon
iShares Bitcoin Trust
IBIT
+$48.8M
2
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$29.1M
3
FAST icon
Fastenal
FAST
+$17.7M
4
IBKR icon
Interactive Brokers
IBKR
+$16.9M
5
SKX
Skechers
SKX
+$15.2M

Top Sells

Rank Stock Value
1
BKLN icon
Invesco Senior Loan ETF
BKLN
+$34.4M
2
MMM icon
3M
MMM
+$18.8M
3
ETR icon
Entergy
ETR
+$17.5M
4
CR icon
Crane Co
CR
+$17.3M
5
PANW icon
Palo Alto Networks
PANW
+$16.7M

Sector Composition

Rank Sector Weight
1 Financials 23.87%
2 Consumer Discretionary 16.79%
3 Technology 15.73%
4 Industrials 11.33%
5 Healthcare 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
URI icon
326
United Rentals
URI
$65.6B
$1.37M 0.07%
1,818
-1,021
-36% -$683K
SYM icon
327
Symbotic
SYM
$5.25B
$1.37M 0.07%
+35,184
New +$922K
ATEN icon
328
A10 Networks
ATEN
$1.82B
$1.37M 0.07%
70,551
+2,969
+4% +$50.7K
UAL icon
329
United Airlines
UAL
$38.1B
$1.36M 0.07%
17,115
+1,790
+12% +$132K
POWL icon
330
Powell Industries
POWL
$6.93B
$1.36M 0.07%
19,404
-612
-3% -$36.9K
CALX icon
331
Calix
CALX
$2.51B
$1.35M 0.07%
25,470
-9,893
-28% -$423K
VTOL icon
332
Bristow Group
VTOL
$1.36B
$1.35M 0.07%
40,812
+7,237
+22% +$218K
CELH icon
333
Celsius Holdings
CELH
$8.94B
$1.34M 0.07%
28,804
-7,743
-21% -$298K
MCK icon
334
McKesson
MCK
$106B
$1.33M 0.07%
+1,814
New +$1.28M
CRBG icon
335
Corebridge Financial
CRBG
$14.2B
$1.33M 0.07%
+37,439
New +$1.16M
BA icon
336
Boeing
BA
$167B
$1.33M 0.07%
6,334
-1,679
-21% -$317K
ZION icon
337
Zions Bancorporation
ZION
$9.86B
$1.32M 0.07%
25,366
+4,149
+20% +$195K
FOX icon
338
Fox Class B
FOX
$26.4B
$1.32M 0.07%
25,500
– –
ACN icon
339
Accenture
ACN
$114B
$1.32M 0.07%
4,402
-5,984
-58% -$1.82M
SCL icon
340
Stepan Co
SCL
$1.41B
$1.32M 0.07%
24,095
-163
-0.7% -$8.61K
UHS icon
341
Universal Health Services
UHS
$10.4B
$1.31M 0.07%
7,250
+899
+14% +$162K
NSP icon
342
Insperity
NSP
$2B
$1.3M 0.07%
21,633
+6,592
+44% +$461K
BROS icon
343
Dutch Bros
BROS
$7.05B
$1.3M 0.07%
+19,016
New +$1.24M
PRVA icon
344
Privia Health
PRVA
$2.71B
$1.3M 0.07%
56,446
-96
-0.2% -$2.22K
NATL icon
345
NCR Atleos
NATL
$3.43B
$1.3M 0.07%
45,496
+3,876
+9% +$105K
HAFC icon
346
Hanmi Financial
HAFC
$918M
$1.3M 0.07%
52,557
-90
-0.2% -$2.06K
SPTN
347
DELISTED
SpartanNash
SPTN
$1.3M 0.07%
+48,951
New +$979K
EYE icon
348
National Vision
EYE
$1.48B
$1.29M 0.07%
56,266
-37,812
-40% -$645K
THG icon
349
Hanover Insurance
THG
$7.91B
$1.29M 0.07%
+7,577
New +$1.27M
UFCS icon
350
United Fire Group
UFCS
$1.38B
$1.28M 0.07%
44,505
-76
-0.2% -$2.13K
12 13
14
15 16

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SP
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ACM
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TE
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PCM
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SAM
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DMIC
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Winton Group's Q2 2025 Portfolio in Review

As of Q2 2025, Winton Group held 1,046 positions worth $1.96B, up 19% from $1.64B the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Winton Group deployed $193M of net new capital in Q2 2025, opening 390 new positions and adding to 187 existing holdings. Its largest new stake was Fidelity Wise Origin Bitcoin Fund: 338,027 shares worth $31.8M.

By sector, the portfolio is most concentrated in Financials at 24% of assets, up from 22% a quarter earlier, followed by Consumer Discretionary and Technology.

On the sell side, the largest reduction was Entergy, an estimated $17.5M trimmed.

  • Winton Group's largest Q2 2025 buy was Fidelity Wise Origin Bitcoin Fund: 338,027 shares worth $31.8M.
  • Winton Group added most to iShares Bitcoin Trust in Q2 2025, an estimated $48.8M increase.
  • Winton Group's biggest Q2 2025 reduction was Entergy, cutting an estimated $17.5M.
  • Winton Group fully exited Invesco Senior Loan ETF in Q2 2025, selling an estimated $34.4M.
  • Winton Group's ten largest holdings make up 20% of its $1.96B portfolio in Q2 2025.
  • Winton Group opened 390 new positions and closed 239 in Q2 2025.
  • Winton Group's portfolio value rose 19% quarter-over-quarter to $1.96B.

Based on Winton Group's 13F filing for Q2 2025, filed 14 Aug 2025.