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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
MUR icon
26
Murphy Oil
MUR
$4.96B
$9.33M 0.48%
414,523
+38,761
+10% +$864K
ANET icon
27
Arista Networks
ANET
$241B
$9.25M 0.47%
90,419
-74,207
-45% -$6.42M
HBAN icon
28
Huntington Bancshares
HBAN
$34.2B
$9.19M 0.47%
+548,148
New +$8.27M
ORCL icon
29
Oracle
ORCL
$417B
$8.69M 0.44%
39,735
+30,499
+330% +$4.92M
AXP icon
30
American Express
AXP
$227B
$8.38M 0.43%
+26,276
New +$7.4M
EVR icon
31
Evercore
EVR
$11.1B
$7.95M 0.41%
29,430
+24,734
+527% +$5.44M
SYF icon
32
Synchrony
SYF
$26.3B
$7.82M 0.4%
117,168
+87,154
+290% +$4.87M
RL icon
33
Ralph Lauren
RL
$21.6B
$7.77M 0.4%
28,324
+18,016
+175% +$4.46M
AMP icon
34
Ameriprise Financial
AMP
$49.5B
$7.76M 0.4%
+14,531
New +$7.18M
STX icon
35
Seagate
STX
$186B
$7.74M 0.4%
+53,652
New +$5.55M
IBM icon
36
IBM
IBM
$221B
$7.47M 0.38%
25,334
-313
-1% -$80.6K
MSFT icon
37
Microsoft
MSFT
$3.65T
$7.45M 0.38%
14,977
+9,740
+186% +$4.23M
CF icon
38
CF Industries
CF
$19.3B
$7.12M 0.36%
+77,414
New +$6.59M
DHI icon
39
D.R. Horton
DHI
$42.2B
$6.98M 0.36%
+54,168
New +$6.67M
WY icon
40
Weyerhaeuser
WY
$17.6B
$6.86M 0.35%
+267,224
New +$6.99M
MET icon
41
MetLife
MET
$60.9B
$6.86M 0.35%
+85,325
New +$6.58M
MTG icon
42
MGIC Investment
MTG
$6.41B
$6.8M 0.35%
+244,143
New +$6.28M
VNT icon
43
Vontier
VNT
$4.51B
$6.66M 0.34%
+180,421
New +$6.14M
TMO icon
44
Thermo Fisher Scientific
TMO
$232B
$6.61M 0.34%
+16,314
New +$6.82M
ALV icon
45
Autoliv
ALV
$9.08B
$6.51M 0.33%
+58,211
New +$5.7M
SKYW icon
46
Skywest
SKYW
$4.02B
$6.5M 0.33%
+63,079
New +$6M
FCN icon
47
FTI Consulting
FCN
$4.19B
$6.43M 0.33%
39,808
+33,309
+513% +$5.44M
RDN icon
48
Radian Group
RDN
$4.87B
$6.4M 0.33%
+177,650
New +$5.94M
MGM icon
49
MGM Resorts International
MGM
$10.9B
$6.35M 0.32%
+184,670
New +$5.86M
CFG icon
50
Citizens Financial Group
CFG
$29.4B
$6.31M 0.32%
+141,086
New +$5.55M
1
2
3 4 5

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ACM
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TE
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PCM
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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.