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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
TMO icon
51
Thermo Fisher Scientific
TMO
$223B
$115M 0.29%
220,812
-7,918
-3% -$4.35M
GE icon
52
GE Aerospace
GE
$379B
$113M 0.29%
679,973
-30,814
-4% -$5.5M
AMD icon
53
Advanced Micro Devices
AMD
$788B
$113M 0.29%
935,649
-47,470
-5% -$6.83M
ISRG icon
54
Intuitive Surgical
ISRG
$142B
$113M 0.29%
215,570
-5,920
-3% -$3.08M
PM icon
55
Philip Morris
PM
$290B
$111M 0.28%
925,789
-38,360
-4% -$4.84M
ABT icon
56
Abbott
ABT
$192B
$109M 0.28%
962,033
-73,256
-7% -$8.47M
ADBE icon
57
Adobe
ADBE
$103B
$108M 0.28%
243,377
-23,295
-9% -$11.5M
ARKK icon
58
ARK Innovation ETF
ARKK
$6.44B
$107M 0.27%
1,883,069
+931,647
+98% +$49.9M
INTU icon
59
Intuit
INTU
$91.6B
$103M 0.26%
163,280
-15,245
-9% -$9.74M
GS icon
60
Goldman Sachs
GS
$302B
$102M 0.26%
178,565
-19,076
-10% -$10.6M
EEM icon
61
iShares MSCI Emerging Markets ETF
EEM
$30.4B
$101M 0.26%
2,417,500
-71,600
-3% -$3.17M
VZ icon
62
Verizon
VZ
$195B
$101M 0.26%
2,519,883
-47,374
-2% -$2M
CAT icon
63
Caterpillar
CAT
$393B
$99.9M 0.25%
275,411
-15,718
-5% -$6.1M
T icon
64
AT&T
T
$166B
$98.9M 0.25%
4,341,732
-266,380
-6% -$5.99M
AXP icon
65
American Express
AXP
$232B
$98.5M 0.25%
331,970
-22,513
-6% -$6.47M
TXN icon
66
Texas Instruments
TXN
$253B
$97.1M 0.25%
517,614
-31,059
-6% -$6.21M
QCOM icon
67
Qualcomm
QCOM
$171B
$96.6M 0.25%
628,732
-56,752
-8% -$9.29M
SPGI icon
68
S&P Global
SPGI
$121B
$94.9M 0.24%
190,512
-14,189
-7% -$7.2M
BKNG icon
69
Booking.com
BKNG
$159B
$92.1M 0.23%
463,400
-27,400
-6% -$5.27M
MS icon
70
Morgan Stanley
MS
$342B
$91.8M 0.23%
730,568
+8,508
+1% +$1.05M
CMCSA icon
71
Comcast
CMCSA
$90.4B
$91.2M 0.23%
2,430,036
-139,514
-5% -$5.79M
PLTR icon
72
Palantir
PLTR
$411B
$87.4M 0.22%
1,155,793
-172,193
-13% -$10M
USHY icon
73
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.1B
$85.2M 0.22%
2,316,927
-1,675,301
-42% -$62.3M
RTX icon
74
RTX Corp
RTX
$300B
$85.1M 0.22%
735,795
-92,769
-11% -$11.2M
PGR icon
75
Progressive
PGR
$121B
$84.9M 0.22%
354,475
-9,278
-3% -$2.34M
1 2
3
4 5

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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.