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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
VSTM icon
926
Verastem
VSTM
$615M
$245K 0.01%
+46,200
New +$285K
EXEL icon
927
Exelixis
EXEL
$13.1B
$244K 0.01%
5,700
-162,737
-97% -$7M
CRNC icon
928
Cerence
CRNC
$403M
$243K 0.01%
38,500
+23,200
+152% +$209K
CSIQ icon
929
Canadian Solar
CSIQ
$1.06B
$242K 0.01%
+17,500
New +$333K
SAFT icon
930
Safety Insurance
SAFT
$1.52B
$242K 0.01%
3,325
-9,497
-74% -$722K
IPGP icon
931
IPG Photonics
IPGP
$3.61B
$241K 0.01%
+2,100
New +$228K
SNDX icon
932
Syndax Pharmaceuticals
SNDX
$1.82B
$241K 0.01%
10,300
-4,274
-29% -$92.9K
DRS icon
933
Leonardo DRS
DRS
$12B
$240K 0.01%
5,400
-15,657
-74% -$660K
EPR icon
934
EPR Properties
EPR
$4.63B
$240K 0.01%
+4,800
New +$264K
HAPN
935
Happen Inc
HAPN
$2.24B
$239K 0.01%
+16,700
New +$280K
UMBF icon
936
UMB Financial
UMBF
$11.1B
$239K 0.01%
+2,115
New +$255K
CPNG icon
937
Coupang
CPNG
$29.1B
$235K 0.01%
12,461
-123,776
-91% -$2.42M
ISSC icon
938
Innovative Solutions & Support
ISSC
$353M
$235K 0.01%
+11,448
New +$266K
ARI
939
Apollo Commercial Real Estate
ARI
$871M
$235K 0.01%
22,218
-16,026
-42% -$167K
FSLR icon
940
First Solar
FSLR
$25.7B
$234K 0.01%
1,188
-1,997
-63% -$442K
SKY icon
941
Champion Homes
SKY
$5.05B
$231K 0.01%
+3,100
New +$267K
DVA icon
942
DaVita
DVA
$11.7B
$231K 0.01%
+1,500
New +$203K
GEN icon
943
Gen Digital
GEN
$17.5B
$228K 0.01%
+12,126
New +$281K
MOS icon
944
The Mosaic Company
MOS
$7.46B
$228K 0.01%
+8,952
New +$245K
ATAI icon
945
AtaiBeckley Inc
ATAI
$2.68B
$228K 0.01%
+64,400
New +$242K
PRM icon
946
Perimeter Solutions
PRM
$5.65B
$227K 0.01%
+9,312
New +$238K
GWRE icon
947
Guidewire Software
GWRE
$14.4B
$224K 0.01%
+1,500
New +$228K
DEO icon
948
Diageo
DEO
$54B
$223K 0.01%
+3,000
New +$262K
MRCY icon
949
Mercury Systems
MRCY
$6.52B
$223K 0.01%
+3,057
New +$266K
SITC icon
950
SITE Centers
SITC
$158M
$222K 0.01%
+41,182
New +$252K
36 37
38
39 40

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.