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State of Wisconsin Investment Board

State of Wisconsin Investment Board Portfolio holdings

AUM $43.7B
1-Year Est. Return 27.76%
This Fund
S&P 500
This Quarter Est. Return
+12.1%
1 Year Est. Return
+27.76%
3 Year Est. Return
+95.56%
5 Year Est. Return
+123.77%
10 Year Est. Return
+486.44%
AUM
$37.9B
AUM Growth
+$2.5B
Cap. Flow
-$628M
Cap. Flow %
-1.66%
Top 10 Hldgs %
23%
Holding
2,502
New
146
Increased
878
Reduced
1,150
Closed
286

Top Buys

Rank Stock Value
1
IBIT icon
iShares Bitcoin Trust
IBIT
+$76.4M
2
NKE icon
Nike
NKE
+$68.6M
3
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$49.3M
4
MSFT icon
Microsoft
MSFT
+$45.4M
5
PBR icon
Petrobras
PBR
+$45.3M

Top Sells

Rank Stock Value
1
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$257M
2
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$126M
3
AXP icon
American Express
AXP
+$64.3M
4
AAPL icon
Apple
AAPL
+$58.6M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$56.4M

Sector Composition

Rank Sector Weight
1 Technology 25.75%
2 Healthcare 11.71%
3 Financials 11.65%
4 Consumer Discretionary 10.38%
5 Industrials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EWT icon
426
iShares MSCI Taiwan ETF
EWT
$11.6B
$15.6M 0.04%
319,700
+265,100
+486% +$12.2M
SAIA icon
427
Saia
SAIA
$10.1B
$15.5M 0.04%
26,512
+19,396
+273% +$10.2M
FITB
428
Fifth Third Bancorp
FITB
$52.5B
$15.5M 0.04%
415,852
-75,805
-15% -$2.64M
KEYS icon
429
Keysight
KEYS
$60.5B
$15.5M 0.04%
98,805
+1,103
+1% +$170K
EQR icon
430
Equity Residential
EQR
$24.7B
$15.4M 0.04%
244,387
-27,579
-10% -$1.68M
FXI icon
431
iShares China Large-Cap ETF
FXI
$4.16B
$15.4M 0.04%
639,400
+471,200
+280% +$10.9M
CHTR icon
432
Charter Communications
CHTR
$18.7B
$15.4M 0.04%
52,905
+739
+1% +$238K
NVR icon
433
NVR
NVR
$17B
$15.3M 0.04%
1,893
+9
+0.5% +$66.9K
NET icon
434
Cloudflare
NET
$118B
$15.3M 0.04%
157,854
+14,403
+10% +$1.3M
GPK icon
435
Graphic Packaging
GPK
$3.51B
$15.2M 0.04%
521,133
-66,015
-11% -$1.73M
WAB icon
436
Wabtec
WAB
$50.3B
$15.2M 0.04%
104,357
+5,022
+5% +$680K
AVTR icon
437
Avantor
AVTR
$9.37B
$15.2M 0.04%
594,260
+245,416
+70% +$5.84M
WBD icon
438
Warner Bros
WBD
$69.6B
$15.2M 0.04%
1,738,382
+4,375
+0.3% +$42.2K
ALGN icon
439
Align Technology
ALGN
$12.5B
$15.1M 0.04%
46,127
+1,068
+2% +$313K
FTI icon
440
TechnipFMC
FTI
$30.1B
$15.1M 0.04%
601,073
-74,866
-11% -$1.58M
TXRH icon
441
Texas Roadhouse
TXRH
$13.6B
$15M 0.04%
97,355
-24,045
-20% -$3.3M
NTAP icon
442
NetApp
NTAP
$40.2B
$15M 0.04%
142,907
+11,456
+9% +$1.06M
ZBH icon
443
Zimmer Biomet
ZBH
$19B
$15M 0.04%
113,626
+2,985
+3% +$373K
BR icon
444
Broadridge
BR
$19.6B
$15M 0.04%
73,063
+10,728
+17% +$2.16M
PNFP icon
445
Pinnacle Financial Partners Inc
PNFP
$16.2B
$15M 0.04%
174,135
-21,312
-11% -$1.79M
MUSA icon
446
Murphy USA
MUSA
$10.4B
$14.9M 0.04%
35,529
-4,137
-10% -$1.62M
AXON
447
Axon Enterprise
AXON
$50B
$14.9M 0.04%
47,539
+4,779
+11% +$1.33M
ATR icon
448
AptarGroup
ATR
$8.43B
$14.8M 0.04%
102,809
-12,948
-11% -$1.75M
TER icon
449
Teradyne
TER
$64.2B
$14.7M 0.04%
130,666
-17,859
-12% -$1.86M
CUBE icon
450
CubeSmart
CUBE
$9.4B
$14.7M 0.04%
325,989
-40,294
-11% -$1.79M
16 17
18
19 20

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State of Wisconsin Investment Board's Q1 2024 Portfolio in Review

As of Q1 2024, State of Wisconsin Investment Board held 2,502 positions worth $37.9B, up 7% from $35.4B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

State of Wisconsin Investment Board's Q1 2024 filing shows 146 new, 878 increased, 1,150 reduced and 286 closed positions. Its largest new stake was iShares Bitcoin Trust: 2,450,400 shares worth $99.2M. The largest sale was iShares iBoxx $ High Yield Corporate Bond ETF, an estimated $257M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 25% a quarter earlier, followed by Healthcare and Financials.

  • State of Wisconsin Investment Board's largest Q1 2024 buy was iShares Bitcoin Trust: 2,450,400 shares worth $99.2M.
  • State of Wisconsin Investment Board added most to Nike in Q1 2024, an estimated $68.6M increase.
  • State of Wisconsin Investment Board's biggest Q1 2024 reduction was American Express, cutting an estimated $64.3M.
  • State of Wisconsin Investment Board fully exited iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2024, selling an estimated $257M.
  • State of Wisconsin Investment Board's ten largest holdings make up 23% of its $37.9B portfolio in Q1 2024.
  • State of Wisconsin Investment Board opened 146 new positions and closed 286 in Q1 2024.
  • State of Wisconsin Investment Board's portfolio value rose 7% quarter-over-quarter to $37.9B.

Based on State of Wisconsin Investment Board's 13F filing for Q1 2024, filed 14 May 2024.