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University of Wisconsin Foundation
The University of Wisconsin Foundation is the official fundraising and gift-receiving organization for the University of Wisconsin–Madison, headquartered in Madison, Wisconsin. It is a nonprofit educational foundation, founded in 1945, that raises, invests, and distributes private support to benefit UW–Madison. The Foundation manages endowments, conducts capital campaigns, and provides stewardship and donor relations. It supports students, faculty excellence, and research initiatives at the university. In 2024, the Foundation reported $776.7M in revenue and over $2.75 billion in total assets. It serves donors, alumni, faculty, and students of UW–Madison, employing approximately 300 people.
Investment Strategy
The University of Wisconsin Foundation manages charitable gifts and endowments on behalf of UW–Madison, investing donations for long-term growth and financial sustainability to support the university's students, faculty, research, and capital projects. Its investment strategy prioritizes diversified portfolios that generate stable returns while preserving capital, enabling timely disbursement of funds to areas of critical need. Annual reports and financial statements guide investment allocations to align with donor intent and university goals.
Latest 13F Filing Activity
University of Wisconsin Foundation filed their most recent 13F report on Jun 30, 2025 disclosing 4 equity positions with a total 13F market value of $89M. The fund increased holdings in Nu HLDGS LTD, Akero Therapeutics Inc., 89bio Inc. among other positions. University of Wisconsin Foundation reduced exposure to Sea LTD, Ishares TR, Sarepta Therapeutics Inc. among others.
Top Holdings
Equity Positions (4)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NU | NU HLDGS LTD | 21.98% | $19.6M | 1,431,951 | $4.76 | $13.72 | +$5.0M |
A AKRO | AKERO THERAPEUTICS INC | 19.61% | $17.5M | 328,504 | $30.00 | $53.36 | +$4.2M |
M MDGL | MADRIGAL PHARMACEUTICALS INC | 16.38% | $14.6M | 48,376 | $205.47 | $302.64 | -$1.4M |
E ETNB | 89BIO INC | 12.67% | $11.3M | 1,153,357 | $9.47 | $9.82 | +$2.9M |
Industry Allocation
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