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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
FTAI icon
526
FTAI Aviation
FTAI
$22.2B
$12.5M 0.03%
86,611
-19,229
-18% -$2.83M
MHK icon
527
Mohawk Industries
MHK
$9.42B
$12.4M 0.03%
104,386
+10,164
+11% +$1.42M
KFY icon
528
Korn Ferry
KFY
$4.36B
$12.4M 0.03%
184,064
+15,163
+9% +$1.1M
EHC icon
529
Encompass Health
EHC
$12.2B
$12.4M 0.03%
134,243
+4,701
+4% +$462K
MOG.A icon
530
Moog Inc Class A
MOG.A
$13.5B
$12.4M 0.03%
62,837
-93,215
-60% -$19.1M
HAPN
531
Happen Inc
HAPN
$2.27B
$12.3M 0.03%
761,433
-9,380
-1% -$138K
WRB icon
532
W.R. Berkley
WRB
$26.2B
$12.3M 0.03%
210,250
-49,314
-19% -$2.95M
GWRE icon
533
Guidewire Software
GWRE
$15.2B
$12.3M 0.03%
72,888
+28,573
+64% +$5.34M
INVH icon
534
Invitation Homes
INVH
$18B
$12.3M 0.03%
383,680
-142,774
-27% -$4.77M
CWST icon
535
Casella Waste Systems
CWST
$5.79B
$12.3M 0.03%
115,854
+6,072
+6% +$641K
BIIB icon
536
Biogen
BIIB
$31.1B
$12.3M 0.03%
80,141
-12,825
-14% -$2.16M
NI icon
537
NiSource
NI
$20.2B
$12.2M 0.03%
333,231
-3,516
-1% -$126K
BANC icon
538
Banc of California
BANC
$3.11B
$12.2M 0.03%
791,735
+83,233
+12% +$1.31M
WSO icon
539
Watsco Inc
WSO
$12.9B
$12.2M 0.03%
25,809
+53
+0.2% +$26.8K
INSP icon
540
Inspire Medical Systems
INSP
$1.68B
$12.2M 0.03%
65,688
+3,747
+6% +$727K
WAT icon
541
Waters Corp
WAT
$40.6B
$12.2M 0.03%
32,789
-3,403
-9% -$1.24M
AYI icon
542
Acuity Brands
AYI
$10.8B
$12.1M 0.03%
41,529
+1,973
+5% +$616K
SSNC icon
543
SS&C Technologies
SSNC
$19.3B
$12.1M 0.03%
159,611
-8,813
-5% -$659K
FDS icon
544
Factset
FDS
$10.2B
$12.1M 0.03%
25,130
-547
-2% -$260K
TWLO icon
545
Twilio
TWLO
$38.3B
$12.1M 0.03%
111,587
-26,664
-19% -$2.44M
FYBR
546
DELISTED
Frontier Communications
FYBR
$12M 0.03%
347,128
+331,703
+2,150% +$11.6M
TPR icon
547
Tapestry
TPR
$25.9B
$12M 0.03%
184,070
-58,943
-24% -$3.22M
DRI icon
548
Darden Restaurants
DRI
$25.4B
$12M 0.03%
64,371
-9,523
-13% -$1.6M
LYB icon
549
LyondellBasell Industries
LYB
$20.2B
$11.9M 0.03%
160,823
-1
-0% -$84
DVN icon
550
Devon Energy
DVN
$48.8B
$11.9M 0.03%
364,763
-125,735
-26% -$4.74M
20 21
22
23 24

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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.