SO
State of Wisconsin - Board of Commissioners of Public Lands 13F Disclosure (Q2 2026) — Portfolio & Holdings
State of Wisconsin - Board of Commissioners of Public LandsCIK: 0001967732
Quality / disciplined sizingConcentrated strategyLong-term holder
Total reported value
$152.7M
Reporting period: 2026-06-30 · Number of holdings: 6
State of Wisconsin - Board of Commissioners of Public Lands disclosed 6 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $152.7M and a quarterly turnover rate of 1.0%.
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Personality snowflake
- Concentration
- 84.4
- Portfolio Stability
- 0.96
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 12
- Sizing Uniformity
- 94.35
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim PSK
0.0% -$242.0K
Add PFXF
0.0% $457.6K
Add PFFD
0.0% $389.0K
Trim JMSIX
0.0% -$65.6K
Add PHYQX
0.0% $294.2K
Unchanged USHY
0.0% $8.7K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PHYQX | Pgim High Yield-r6 | Stock-Other | 30.75% | +0.02% | — | |
| 2 | JMSIX | Jpmorgan Income Fund-i | Stock-Other | 18.24% | -0.15% | — | |
| 3 | PFXF | Vaneck Pref Sec X-financials | ETF-Other | 17.81% | +0.20% | — | |
| 4 | PFFD | Global X US Preferred ETF | ETF-Other | 16.41% | +0.16% | — | |
| 5 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-Other | 15.60% | -0.25% | — | |
| 6 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.18% | — | — |
Portfolio Performance
Performance for Q3 2026
-1.3%
Performance Last 4 Quarters
+3.1%
- Stdev
- +7.3%
- Beta
- +0.46
- Alpha
- -0.6%
- Max Drawdown
- -3%
- Annualized Perf
- +8.7%
- Batting Avg vs S&P
- +33.3%
- Sortino
- +2.36
- Stutzer
- +0.35
- Treynor
- +0.19
- Sterling
- +0.7
- Calmar
- +2.94
- Information Ratio
- -1.39
- Tracking Error
- +8.2%
- Stdev Down
- +3.7%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- +24.1%
- Worst 12 Months
- +3.1%
- Efficiency Ratio
- +0.46
- Sharpe
- +1.18
- Stdev Sectors
- —
- Skewness
- +0.39
- Kurtosis
- +0.62
- Upside Potential
- +4.02
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PFXF | Vaneck Pref Sec X-financials | +0.2% | — | Unchanged |
| 2 | PFFD | Global X US Preferred ETF | +0.2% | — | Unchanged |
| 3 | PHYQX | Pgim High Yield-r6 | 0% | — | Unchanged |
| 4 | USHY | Ishares Broad Usd High Yield | — | — | Unchanged |
| 5 | JMSIX | Jpmorgan Income Fund-i | -0.2% | — | Unchanged |
| 6 | PSK | Ss Spdr Ice Pref Sec ETF | -0.3% | — | Unchanged |
Filing History
FAQ
What is State of Wisconsin - Board of Commissioners of Public Lands and what type of investor is it?
State of Wisconsin - Board of Commissioners of Public Lands is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $152.7M, spread across 6 disclosed positions.
What are State of Wisconsin - Board of Commissioners of Public Lands's largest equity positions?
Based on the latest 13F filing, State of Wisconsin - Board of Commissioners of Public Lands's top holdings by market value are:
1. Pgim High Yield-r6 (PHYQX) — $47.0M (30.8%)
2. Jpmorgan Income Fund-i (JMSIX) — $27.9M (18.2%)
3. Vaneck Pref Sec X-financials (PFXF) — $27.2M (17.8%)
4. Global X US Preferred ETF (PFFD) — $25.1M (16.4%)
5. Ss Spdr Ice Pref Sec ETF (PSK) — $23.8M (15.6%)
What changes did State of Wisconsin - Board of Commissioners of Public Lands make in its most recent portfolio filing?
No notable portfolio changes were recorded for State of Wisconsin - Board of Commissioners of Public Lands in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does State of Wisconsin - Board of Commissioners of Public Lands focus on?
Sector breakdown data is not yet available for State of Wisconsin - Board of Commissioners of Public Lands. Check back after the next 13F processing cycle.
Investment Profile
State of Wisconsin - Board of Commissioners of Public Lands returned an annualized 8.7% over the trailing 36 months — underperforming the S&P 500 by 0.6 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.46 (less volatile than the market) and a 33% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding.
It has trimmed its PSK position for two straight quarters, cutting it by $905.5K while still holding $23.8M.
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EW
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Developer Access
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