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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
TXNM
951
TXNM Energy Inc
TXNM
$5.91B
$222K 0.01%
3,800
-6,200
-62% -$365K
SFNC icon
952
Simmons First National
SFNC
$3.4B
$222K 0.01%
+11,400
New +$228K
PSO icon
953
Pearson
PSO
$9.89B
$219K 0.01%
+16,700
New +$217K
BLMN icon
954
Bloomin' Brands
BLMN
$944M
$219K 0.01%
40,600
-158,881
-80% -$1.02M
NXT icon
955
Nextpower Inc
NXT
$15.6B
$217K 0.01%
1,800
-800
-31% -$88.6K
INSP icon
956
Inspire Medical Systems
INSP
$1.73B
$217K 0.01%
4,200
+100
+2% +$7K
SWBI icon
957
Smith & Wesson
SWBI
$636M
$216K 0.01%
+15,100
New +$183K
BR icon
958
Broadridge
BR
$19.8B
$216K 0.01%
+1,328
New +$252K
ASC icon
959
Ardmore Shipping
ASC
$670M
$215K 0.01%
+14,100
New +$194K
SATL icon
960
Satellogic
SATL
$819M
$214K 0.01%
+39,400
New +$145K
TSLA icon
961
Tesla
TSLA
$1.31T
$214K 0.01%
576
-11,358
-95% -$4.68M
FNB icon
962
FNB Corp
FNB
$6.75B
$214K 0.01%
+12,800
New +$221K
EME icon
963
Emcor
EME
$35.7B
$213K 0.01%
289
-1,463
-84% -$1.06M
CNTX icon
964
Context Therapeutics
CNTX
$41.6M
$213K 0.01%
+81,303
New +$190K
SEPN
965
Septerna Inc
SEPN
$1.75B
$212K 0.01%
+8,842
New +$232K
ALNT icon
966
Allient
ALNT
$1.92B
$212K 0.01%
3,585
-5,951
-62% -$375K
VOR icon
967
Vor Biopharma
VOR
$1.27B
$212K 0.01%
+11,870
New +$167K
PK icon
968
Park Hotels & Resorts
PK
$2.92B
$211K 0.01%
+20,000
New +$221K
ZYME icon
969
Zymeworks
ZYME
$1.71B
$210K 0.01%
8,400
-2,780
-25% -$65.8K
EVRG icon
970
Evergy
EVRG
$18.9B
$208K 0.01%
+2,534
New +$200K
CMDB
971
Costamare Bulkers Holdings
CMDB
$424M
$206K 0.01%
+13,344
New +$224K
GLUE icon
972
Monte Rosa Therapeutics
GLUE
$1.35B
$205K 0.01%
12,482
-10,448
-46% -$200K
MFG icon
973
Mizuho Financial
MFG
$127B
$205K 0.01%
+25,800
New +$218K
DY icon
974
Dycom Industries
DY
$12B
$203K 0.01%
+600
New +$225K
MIRM icon
975
Mirum Pharmaceuticals
MIRM
$6.02B
$202K 0.01%
+2,191
New +$206K
37 38
39
40 41

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.