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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
ZBH icon
501
Zimmer Biomet
ZBH
$19B
$13.2M 0.03%
124,617
-5,500
-4% -$590K
IFF icon
502
International Flavors & Fragrances
IFF
$21.4B
$13.1M 0.03%
155,341
-26,747
-15% -$2.51M
GTLS
503
DELISTED
Chart Industries
GTLS
$13.1M 0.03%
68,789
+2,413
+4% +$388K
ATI icon
504
ATI
ATI
$30.9B
$13.1M 0.03%
237,579
+48,246
+25% +$2.84M
BRX icon
505
Brixmor Property Group
BRX
$9.21B
$13.1M 0.03%
469,624
+44,834
+11% +$1.27M
TFI icon
506
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.18B
$13M 0.03%
285,800
– –
SPXC icon
507
SPX Corp
SPXC
$10.6B
$13M 0.03%
89,550
-395
-0.4% -$63.7K
CINF icon
508
Cincinnati Financial
CINF
$26.5B
$13M 0.03%
90,319
-14,530
-14% -$2.12M
LYV icon
509
Live Nation Entertainment
LYV
$43.3B
$13M 0.03%
100,197
+5,109
+5% +$643K
CDW icon
510
CDW
CDW
$17.8B
$13M 0.03%
74,529
-7,853
-10% -$1.53M
UTHR icon
511
United Therapeutics
UTHR
$21.5B
$12.9M 0.03%
36,621
+3,220
+10% +$1.18M
WSM icon
512
Williams-Sonoma
WSM
$28.5B
$12.8M 0.03%
69,287
-3,330
-5% -$528K
NTRA icon
513
Natera
NTRA
$44.8B
$12.8M 0.03%
80,697
+1,127
+1% +$164K
LII icon
514
Lennox International
LII
$14.5B
$12.8M 0.03%
20,948
+2,845
+16% +$1.78M
XPO icon
515
XPO
XPO
$24.7B
$12.8M 0.03%
97,268
-1,973
-2% -$267K
OMC icon
516
Omnicom Group
OMC
$24.2B
$12.7M 0.03%
147,914
-63,586
-30% -$6.3M
SBAC icon
517
SBA Communications
SBAC
$19.8B
$12.6M 0.03%
61,973
-8,653
-12% -$1.95M
CUBE icon
518
CubeSmart
CUBE
$9.4B
$12.6M 0.03%
294,718
-18,480
-6% -$886K
BWA icon
519
BorgWarner
BWA
$13.8B
$12.6M 0.03%
396,367
+31,287
+9% +$1.07M
ESAB icon
520
ESAB
ESAB
$5.29B
$12.6M 0.03%
105,014
+1,926
+2% +$233K
TOL icon
521
Toll Brothers
TOL
$14B
$12.6M 0.03%
99,955
+19,523
+24% +$2.9M
VMI icon
522
Valmont Industries
VMI
$9.5B
$12.6M 0.03%
41,035
+5,567
+16% +$1.79M
RF icon
523
Regions Financial
RF
$27B
$12.6M 0.03%
533,625
-42,217
-7% -$1.04M
AIT icon
524
Applied Industrial Technologies
AIT
$13.2B
$12.5M 0.03%
52,112
+2,125
+4% +$530K
CWEN.A
525
DELISTED
Clearway Energy Class A
CWEN.A
$12.5M 0.03%
510,399
-14,789
-3% -$383K
19 20
21
22 23

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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.