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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
EG icon
526
Everest Group
EG
$14B
$12M 0.03%
30,192
-3,925
-12% -$1.47M
ESS icon
527
Essex Property Trust
ESS
$18.5B
$12M 0.03%
49,013
+2,039
+4% +$485K
SDRL icon
528
Seadrill
SDRL
$2.94B
$12M 0.03%
238,668
– –
ILMN icon
529
Illumina
ILMN
$29.1B
$12M 0.03%
89,753
+2,590
+3% +$347K
WEX icon
530
WEX
WEX
$6.78B
$12M 0.03%
50,442
-6,067
-11% -$1.31M
AEE icon
531
Ameren
AEE
$30.2B
$12M 0.03%
161,781
-4,455
-3% -$317K
INSP icon
532
Inspire Medical Systems
INSP
$1.68B
$11.9M 0.03%
55,632
-6,826
-11% -$1.34M
ASO icon
533
Academy Sports + Outdoors
ASO
$3.03B
$11.9M 0.03%
176,903
-35,123
-17% -$2.37M
WDC icon
534
Western Digital
WDC
$168B
$11.9M 0.03%
231,558
-89,972
-28% -$3.94M
SPXC icon
535
SPX Corp
SPXC
$10.6B
$11.9M 0.03%
96,962
-7,648
-7% -$831K
XPO icon
536
XPO
XPO
$24.7B
$11.9M 0.03%
97,655
-15,845
-14% -$1.7M
MOS icon
537
The Mosaic Company
MOS
$6.92B
$11.9M 0.03%
366,491
+68,183
+23% +$2.17M
PLNT icon
538
Planet Fitness
PLNT
$3.71B
$11.9M 0.03%
189,822
-23,165
-11% -$1.55M
CRS icon
539
Carpenter Technology
CRS
$26.6B
$11.9M 0.03%
166,453
-12,219
-7% -$800K
CPAY icon
540
Corpay
CPAY
$27.9B
$11.9M 0.03%
38,485
-7,554
-16% -$2.17M
BEN icon
541
Franklin Resources
BEN
$17.2B
$11.9M 0.03%
422,267
+177,487
+73% +$4.89M
HUBB icon
542
Hubbell
HUBB
$26.8B
$11.9M 0.03%
28,580
+901
+3% +$326K
JNPR
543
DELISTED
Juniper Networks
JNPR
$11.9M 0.03%
320,048
+41,530
+15% +$1.52M
GTLS
544
DELISTED
Chart Industries
GTLS
$11.8M 0.03%
71,873
+8,186
+13% +$1.1M
NDAQ icon
545
Nasdaq
NDAQ
$54.6B
$11.8M 0.03%
187,216
+4,179
+2% +$242K
VTR icon
546
Ventas
VTR
$46.3B
$11.8M 0.03%
270,994
+43,705
+19% +$1.99M
PLMR icon
547
Palomar
PLMR
$3.37B
$11.8M 0.03%
140,265
-20,867
-13% -$1.43M
EPRT icon
548
Essential Properties Realty Trust
EPRT
$6.71B
$11.7M 0.03%
440,076
-13,305
-3% -$334K
PCOR icon
549
Procore
PCOR
$9.45B
$11.7M 0.03%
141,816
-11,090
-7% -$823K
FFIV icon
550
F5
FFIV
$23.6B
$11.6M 0.03%
60,936
+20,629
+51% +$3.81M
20 21
22
23 24

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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.