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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
+2.51%
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
$2.85B
AUM Growth
-$46.4M
Cap. Flow
+$23.6M
Cap. Flow %
0.83%
Top 10 Hldgs %
14.73%
Holding
1,422
New
511
Increased
299
Reduced
265
Closed
342

Top Buys

Rank Stock Value
1
BKLN icon
Invesco Senior Loan ETF
BKLN
+$41.3M
2
BKNG icon
Booking.com
BKNG
+$39M
3
NFLX icon
Netflix
NFLX
+$24M
4
AES icon
AES
AES
+$22.8M
5
SF
Stifel
SF
+$19.6M

Top Sells

Rank Stock Value
1
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$50M
2
IBIT icon
iShares Bitcoin Trust
IBIT
+$40.8M
3
INTC icon
Intel
INTC
+$32M
4
DVN icon
Devon Energy
DVN
+$25.4M
5
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$20.2M

Sector Composition

Rank Sector Weight
1 Financials 19.29%
2 Technology 16.11%
3 Industrials 13.55%
4 Healthcare 11.03%
5 Consumer Discretionary 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FIGR
326
Figure Technology Solutions
FIGR
$6.37B
$2.12M 0.07%
+62,588
New +$2.7M
REX icon
327
REX American Resources
REX
$1.43B
$2.1M 0.07%
46,041
+2,966
+7% +$107K
HDB icon
328
HDFC Bank
HDB
$120B
$2.09M 0.07%
84,100
+33,400
+66% +$1.04M
LZ icon
329
LegalZoom.com
LZ
$973M
$2.06M 0.07%
+363,902
New +$2.76M
MP icon
330
MP Materials
MP
$9.73B
$2.05M 0.07%
42,533
-83,779
-66% -$5.01M
ARCC icon
331
Ares Capital
ARCC
$14.3B
$2.04M 0.07%
+113,302
New +$2.19M
TOST icon
332
Toast
TOST
$20.6B
$2.03M 0.07%
76,500
-95,680
-56% -$2.86M
VYX icon
333
NCR Voyix
VYX
$1.09B
$2.01M 0.07%
317,919
-93,329
-23% -$824K
RJF icon
334
Raymond James Financial
RJF
$34.5B
$1.99M 0.07%
13,763
-25,515
-65% -$4.05M
AME icon
335
Ametek
AME
$58B
$1.98M 0.07%
+9,259
New +$2.06M
CTRA
336
DELISTED
Coterra Energy
CTRA
$1.97M 0.07%
+55,929
New +$1.68M
UPST icon
337
Upstart Holdings
UPST
$2.94B
$1.95M 0.07%
+75,900
New +$2.67M
ROST icon
338
Ross Stores
ROST
$81.7B
$1.94M 0.07%
8,959
-6,082
-40% -$1.21M
CMI icon
339
Cummins
CMI
$87.4B
$1.94M 0.07%
+3,605
New +$2.04M
AMP icon
340
Ameriprise Financial
AMP
$49.2B
$1.93M 0.07%
+4,354
New +$2.1M
HST icon
341
Host Hotels & Resorts
HST
$15.5B
$1.93M 0.07%
100,522
+62,322
+163% +$1.19M
BROS icon
342
Dutch Bros
BROS
$8.96B
$1.92M 0.07%
37,944
+26,324
+227% +$1.44M
CAH icon
343
Cardinal Health
CAH
$55.5B
$1.9M 0.07%
+8,973
New +$1.93M
AMD icon
344
Advanced Micro Devices
AMD
$767B
$1.88M 0.07%
+9,257
New +$1.98M
SOC icon
345
Sable Offshore Corp
SOC
$976M
$1.87M 0.07%
113,375
+88,549
+357% +$1.03M
BBD icon
346
Banco Bradesco
BBD
$36.3B
$1.87M 0.07%
512,400
-330,400
-39% -$1.25M
CPRI icon
347
Capri Holdings
CPRI
$1.75B
$1.87M 0.07%
105,913
-274,750
-72% -$5.81M
MDB icon
348
MongoDB
MDB
$33.5B
$1.81M 0.06%
7,410
+4,574
+161% +$1.53M
EG icon
349
Everest Group
EG
$14.2B
$1.81M 0.06%
5,527
+1,657
+43% +$545K
ARES icon
350
Ares Management
ARES
$31B
$1.79M 0.06%
+16,446
New +$2.18M
12 13
14
15 16

Similar funds

HCM
Highbridge Capital Management New York $3.09B AUM 31.21% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
DIG
DeepCurrents Investment Group New York $3.12B AUM 12.93% 1-Year Est. Return

Winton Group's Q1 2026 Portfolio in Review

As of Q1 2026, Winton Group held 1,422 positions worth $2.85B, down 1.6% from $2.9B the previous quarter. Its ten largest holdings account for 15% of the portfolio.

Winton Group's Q1 2026 filing shows 511 new, 299 increased, 265 reduced and 342 closed positions. Its largest new stake was Invesco Senior Loan ETF: 2,000,000 shares worth $40.8M. The largest sale was iShares iBoxx $ High Yield Corporate Bond ETF, an estimated $50M.

By sector, the portfolio is most concentrated in Financials at 19% of assets, up from 18% a quarter earlier, followed by Technology and Industrials.

  • Winton Group's largest Q1 2026 buy was Invesco Senior Loan ETF: 2,000,000 shares worth $40.8M.
  • Winton Group added most to Netflix in Q1 2026, an estimated $24M increase.
  • Winton Group's biggest Q1 2026 reduction was iShares Bitcoin Trust, cutting an estimated $40.8M.
  • Winton Group fully exited iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2026, selling an estimated $50M.
  • Winton Group's ten largest holdings make up 15% of its $2.85B portfolio in Q1 2026.
  • Winton Group opened 511 new positions and closed 342 in Q1 2026.
  • Winton Group's portfolio value fell 1.6% quarter-over-quarter to $2.85B.

Based on Winton Group's 13F filing for Q1 2026, filed 12 May 2026.