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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
+4.8%
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
$39.2B
AUM Growth
-$570M
Cap. Flow
-$1.37B
Cap. Flow %
-3.5%
Top 10 Hldgs %
26.79%
Holding
2,424
New
142
Increased
895
Reduced
1,176
Closed
161

Top Buys

Rank Stock Value
1
IBIT icon
iShares Bitcoin Trust
IBIT
+$150M
2
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$69.3M
3
ARKK icon
ARK Innovation ETF
ARKK
+$49.9M
4
EFFI
Harbor Osmosis International Resource Efficient ETF
EFFI
+$49.7M
5
NWSA icon
News Corp Class A
NWSA
+$30.4M

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$186M
2
NVDA icon
NVIDIA
NVDA
+$116M
3
MSFT icon
Microsoft
MSFT
+$116M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$86.3M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$62.3M

Sector Composition

Rank Sector Weight
1 Technology 27.69%
2 Financials 12.29%
3 Consumer Discretionary 10.45%
4 Communication Services 9.9%
5 Healthcare 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CPT icon
451
Camden Property Trust
CPT
$11.1B
$14.7M 0.04%
126,341
+18,672
+17% +$2.24M
ALE
452
DELISTED
Allete
ALE
$14.6M 0.04%
225,205
+41,222
+22% +$2.66M
CBOE icon
453
Cboe Global Markets
CBOE
$30.6B
$14.5M 0.04%
74,425
+794
+1% +$164K
TFX icon
454
Teleflex
TFX
$5.82B
$14.5M 0.04%
81,604
+18,842
+30% +$3.87M
VLTO icon
455
Veralto
VLTO
$23.8B
$14.5M 0.04%
142,453
-48,638
-25% -$5.18M
STX icon
456
Seagate
STX
$209B
$14.5M 0.04%
167,880
+9,583
+6% +$965K
MTDR icon
457
Matador Resources
MTDR
$6.39B
$14.5M 0.04%
257,402
+11,160
+5% +$614K
COHR icon
458
Coherent
COHR
$64B
$14.5M 0.04%
152,868
+6,249
+4% +$625K
CASY icon
459
Casey's General Stores
CASY
$31.6B
$14.5M 0.04%
36,517
+10,824
+42% +$4.36M
ITT icon
460
ITT
ITT
$19.4B
$14.4M 0.04%
100,594
+3,485
+4% +$522K
MTZ icon
461
MasTec
MTZ
$23B
$14.4M 0.04%
105,497
+14,373
+16% +$1.93M
BWIN
462
Baldwin Insurance Group
BWIN
$2.99B
$14.3M 0.04%
369,122
+31,130
+9% +$1.45M
HSY icon
463
Hershey
HSY
$37.4B
$14.3M 0.04%
84,448
-3,474
-4% -$623K
CCL icon
464
Carnival Corporation Ltd
CCL
$38.9B
$14.3M 0.04%
573,819
+3,513
+0.6% +$82.2K
SAIA icon
465
Saia
SAIA
$10.1B
$14.3M 0.04%
31,316
+4,419
+16% +$2.19M
VTRS icon
466
Viatris
VTRS
$18.4B
$14.2M 0.04%
1,141,913
-360,071
-24% -$4.43M
PFGC icon
467
Performance Food Group
PFGC
$16.4B
$14.2M 0.04%
168,081
+50,119
+42% +$4.23M
SKWD icon
468
Skyward Specialty Insurance
SKWD
$2.39B
$14.2M 0.04%
280,175
+38,807
+16% +$1.88M
CADE
469
DELISTED
Cadence Bank
CADE
$14.1M 0.04%
409,334
+22,931
+6% +$807K
ESS icon
470
Essex Property Trust
ESS
$18.5B
$14M 0.04%
48,887
-7,638
-14% -$2.26M
PODD icon
471
Insulet
PODD
$10.2B
$13.9M 0.04%
53,326
-10,409
-16% -$2.62M
EPAM icon
472
EPAM Systems
EPAM
$5.24B
$13.9M 0.04%
59,403
+3,748
+7% +$834K
LPLA icon
473
LPL Financial
LPLA
$29.5B
$13.8M 0.04%
42,339
-2,272
-5% -$672K
LPX icon
474
Louisiana-Pacific
LPX
$5.18B
$13.8M 0.04%
133,454
+6,326
+5% +$688K
X
475
DELISTED
US Steel
X
$13.8M 0.04%
405,812
-26,338
-6% -$972K
17 18
19
20 21

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State of Wisconsin Investment Board's Q4 2024 Portfolio in Review

As of Q4 2024, State of Wisconsin Investment Board held 2,424 positions worth $39.2B, down 1.4% from $39.8B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

State of Wisconsin Investment Board withdrew a net $1.37B in Q4 2024, closing 161 positions and reducing 1,176 holdings. Its most notable exit was Invesco Senior Loan ETF, an estimated $86.3M position sold in full.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 27% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, State of Wisconsin Investment Board opened a new position in Harbor Osmosis International Resource Efficient ETF worth $49.2M.

  • State of Wisconsin Investment Board's largest Q4 2024 buy was Harbor Osmosis International Resource Efficient ETF: 2,600,000 shares worth $49.2M.
  • State of Wisconsin Investment Board added most to iShares Bitcoin Trust in Q4 2024, an estimated $150M increase.
  • State of Wisconsin Investment Board's biggest Q4 2024 reduction was Alphabet (Google) Class A, cutting an estimated $186M.
  • State of Wisconsin Investment Board fully exited Invesco Senior Loan ETF in Q4 2024, selling an estimated $86.3M.
  • State of Wisconsin Investment Board's ten largest holdings make up 27% of its $39.2B portfolio in Q4 2024.
  • State of Wisconsin Investment Board opened 142 new positions and closed 161 in Q4 2024.
  • State of Wisconsin Investment Board's portfolio value fell 1.4% quarter-over-quarter to $39.2B.

Based on State of Wisconsin Investment Board's 13F filing for Q4 2024, filed 14 Feb 2025.