13F Insight
DOSSIER · 13F-HR · Q2 2026

State of Wisconsin - Board of Commissioners of Public Lands

$153M in tracked AUM across 6 positions as of Q2 2026.

SO
CIK 0001967732 · last filed Jun 30, 2026
Total AUM
$153M
as of Q2 2026
Holdings
6
—
positions
Whale Score
71
71
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Portfolio Overview

The State of Wisconsin - Board of Commissioners of Public Lands (BCPL) reports a highly concentrated, income-focused portfolio with a total market value of approximately $156.90 million as of September 30, 2025. The portfolio exhibits an exceptionally low turnover strategy, characterized by a very small number of holdings (6 total) and minimal activity between quarters. The portfolio value increased slightly by 0.8% during the quarter, growing from $155.62 million. The str...

Key Holdings

The portfolio is dominated by high-yield and preferred income vehicles, with the top three positions comprising nearly 66% of the total assets.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
PHYQX
PGIM High Yield R6
$47M9.8M30.8%02
JMSIX
JPM Income Fund
$28M3.3M18.2%03
PFXF
VanEck Preferred Ex-Financials
$27M1.5M17.8%04
PFFD
Global X US Preferred
$25M1.3M16.4%05
PSK
SPDR ICE Preferred Stock ETF
$24M781K15.6%06
USHY
iShares Broad USD HY Corp Bond ETF
$2M49K1.2%

Filing history

2026Q2Jun 30
$153M▲ 0.6%
6 positionsView →2026Q1Mar 31
$152M▼ 1.8%
6 positionsView →2025Q4Dec 31
$155M▼ 1.4%
6 positionsView →2025Q3Sep 30
$157M▲ 0.8%
6 positionsView →2025Q2Jun 30
$156M▲ 0.5%
6 positionsLocked2025Q1Mar 31
$155M▼ 1.1%
6 positionsLocked2024Q4Dec 31
$157M▼ 4.2%
6 positionsLocked2024Q3Sep 30
$164M▼ 60.7%
6 positionsLocked2024Q2Jun 30
$416M▼ 1.0%
16 positionsLocked2024Q1Mar 31
$420M▲ 3.9%
16 positionsLocked2023Q4Dec 31
$404M▼ 2.4%
16 positionsLocked2023Q3Sep 30
$414M▼ 2.5%
17 positionsLocked
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