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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
-2.67%
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
$38.7B
AUM Growth
-$490M
Cap. Flow
+$1.41B
Cap. Flow %
3.64%
Top 10 Hldgs %
25.43%
Holding
2,386
New
123
Increased
1,235
Reduced
836
Closed
145

Top Buys

Rank Stock Value
1
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$795M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$386M
3
EFFE
Harbor Osmosis Emerging Markets Resource Efficient ETF
EFFE
+$105M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$90.4M
5
EFFI
Harbor Osmosis International Resource Efficient ETF
EFFI
+$58.1M

Top Sells

Rank Stock Value
1
IBIT icon
iShares Bitcoin Trust
IBIT
+$322M
2
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$85.2M
3
HEI.A icon
HEICO Corp Class A
HEI.A
+$34.6M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$26.5M
5
ALTR
Altair Engineering Inc
ALTR
+$21.6M

Sector Composition

Rank Sector Weight
1 Technology 24.98%
2 Financials 13.13%
3 Communication Services 10.56%
4 Healthcare 10.1%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACN icon
51
Accenture
ACN
$110B
$112M 0.29%
359,579
+13,888
+4% +$4.9M
VZ icon
52
Verizon
VZ
$195B
$111M 0.29%
2,456,881
-63,002
-3% -$2.62M
EFFI
53
Harbor Osmosis International Resource Efficient ETF
EFFI
$155M
$111M 0.29%
5,500,000
+2,900,000
+112% +$58.1M
ISRG icon
54
Intuitive Surgical
ISRG
$142B
$110M 0.29%
222,916
+7,346
+3% +$4.06M
FWONA icon
55
Liberty Media Series A
FWONA
$23.7B
$109M 0.28%
1,334,816
-37,911
-3% -$3.23M
PGR icon
56
Progressive
PGR
$121B
$109M 0.28%
383,587
+29,112
+8% +$7.61M
DIS icon
57
Walt Disney
DIS
$178B
$107M 0.28%
1,081,261
+22,779
+2% +$2.45M
EFFE
58
Harbor Osmosis Emerging Markets Resource Efficient ETF
EFFE
$145M
$106M 0.27%
+5,140,000
New +$105M
ARKK icon
59
ARK Innovation ETF
ARKK
$6.44B
$106M 0.27%
2,229,174
+346,105
+18% +$19.8M
RTX icon
60
RTX Corp
RTX
$300B
$103M 0.27%
775,381
+39,586
+5% +$5.02M
INTU icon
61
Intuit
INTU
$91.6B
$101M 0.26%
164,215
+935
+0.6% +$561K
PLTR icon
62
Palantir
PLTR
$411B
$100M 0.26%
1,184,329
+28,536
+2% +$2.51M
GS icon
63
Goldman Sachs
GS
$302B
$99.8M 0.26%
182,636
+4,071
+2% +$2.45M
SPGI icon
64
S&P Global
SPGI
$121B
$99.3M 0.26%
195,495
+4,983
+3% +$2.55M
QCOM icon
65
Qualcomm
QCOM
$171B
$98.3M 0.25%
639,948
+11,216
+2% +$1.83M
NOW icon
66
ServiceNow
NOW
$129B
$96.5M 0.25%
606,245
-2,540
-0.4% -$490K
TXN icon
67
Texas Instruments
TXN
$253B
$94.9M 0.25%
528,099
+10,485
+2% +$1.96M
AXP icon
68
American Express
AXP
$232B
$94.6M 0.24%
351,661
+19,691
+6% +$5.82M
AMGN icon
69
Amgen
AMGN
$225B
$94.2M 0.24%
302,216
+3,427
+1% +$1.01M
ADBE icon
70
Adobe
ADBE
$103B
$93.8M 0.24%
244,667
+1,290
+0.5% +$553K
AMD icon
71
Advanced Micro Devices
AMD
$788B
$93.7M 0.24%
912,132
-23,517
-3% -$2.61M
CAT icon
72
Caterpillar
CAT
$393B
$91.9M 0.24%
278,648
+3,237
+1% +$1.15M
CMCSA icon
73
Comcast
CMCSA
$90.4B
$90.6M 0.23%
2,455,357
+25,321
+1% +$914K
BSX icon
74
Boston Scientific
BSX
$74.5B
$89.1M 0.23%
882,913
+6,098
+0.7% +$614K
MS icon
75
Morgan Stanley
MS
$342B
$88.5M 0.23%
758,262
+27,694
+4% +$3.57M
1 2
3
4 5

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State of Wisconsin Investment Board's Q1 2025 Portfolio in Review

As of Q1 2025, State of Wisconsin Investment Board held 2,386 positions worth $38.7B, down 1.2% from $39.2B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

State of Wisconsin Investment Board deployed $1.41B of net new capital in Q1 2025, opening 123 new positions and adding to 1,235 existing holdings. Its largest new stake was Harbor Osmosis Emerging Markets Resource Efficient ETF: 5,140,000 shares worth $106M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 28% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was HEICO Corp Class A, an estimated $34.6M trimmed.

  • State of Wisconsin Investment Board's largest Q1 2025 buy was Harbor Osmosis Emerging Markets Resource Efficient ETF: 5,140,000 shares worth $106M.
  • State of Wisconsin Investment Board added most to Invesco S&P 500 Equal Weight ETF in Q1 2025, an estimated $795M increase.
  • State of Wisconsin Investment Board's biggest Q1 2025 reduction was HEICO Corp Class A, cutting an estimated $34.6M.
  • State of Wisconsin Investment Board fully exited iShares Bitcoin Trust in Q1 2025, selling an estimated $322M.
  • State of Wisconsin Investment Board's ten largest holdings make up 25% of its $38.7B portfolio in Q1 2025.
  • State of Wisconsin Investment Board opened 123 new positions and closed 145 in Q1 2025.
  • State of Wisconsin Investment Board's portfolio value fell 1.2% quarter-over-quarter to $38.7B.

Based on State of Wisconsin Investment Board's 13F filing for Q1 2025, filed 15 May 2025.