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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
CYTK icon
951
Cytokinetics
CYTK
$10.5B
$4.97M 0.01%
70,957
-3,195
-4% -$247K
PLUG icon
952
Plug Power
PLUG
$3.21B
$4.96M 0.01%
1,442,903
+466,965
+48% +$1.74M
GWRE icon
953
Guidewire Software
GWRE
$14.4B
$4.96M 0.01%
42,473
-5,498
-11% -$629K
PRFT
954
DELISTED
Perficient Inc
PRFT
$4.92M 0.01%
87,491
-10,742
-11% -$703K
NARI
955
DELISTED
Inari Medical, Inc. Common Stock
NARI
$4.92M 0.01%
102,639
-12,589
-11% -$673K
ZGN icon
956
Zegna
ZGN
$3.76B
$4.92M 0.01%
+335,812
New +$4.34M
PAYO icon
957
Payoneer
PAYO
$2.41B
$4.91M 0.01%
1,010,246
-122,531
-11% -$597K
DCI icon
958
Donaldson
DCI
$11.2B
$4.89M 0.01%
65,435
-8,878
-12% -$604K
COHU icon
959
Cohu
COHU
$2.76B
$4.88M 0.01%
146,515
-657
-0.4% -$21.4K
ALE
960
DELISTED
Allete
ALE
$4.88M 0.01%
81,843
-12,601
-13% -$740K
ENS icon
961
EnerSys
ENS
$6.81B
$4.85M 0.01%
51,337
-27,629
-35% -$2.6M
CALX icon
962
Calix
CALX
$2.51B
$4.84M 0.01%
145,990
-17,926
-11% -$668K
AER icon
963
AerCap
AER
$23.6B
$4.84M 0.01%
55,679
-3,200
-5% -$251K
EXEL icon
964
Exelixis
EXEL
$12.5B
$4.84M 0.01%
203,828
-31,908
-14% -$709K
CYBR
965
DELISTED
CyberArk
CYBR
$4.8M 0.01%
18,088
+5,900
+48% +$1.46M
LYFT icon
966
Lyft
LYFT
$6.28B
$4.8M 0.01%
248,169
+181,556
+273% +$2.78M
TMCI icon
967
Treace Medical Concepts
TMCI
$309M
$4.79M 0.01%
367,029
+73,052
+25% +$974K
DBRG icon
968
DigitalBridge
DBRG
$2.95B
$4.79M 0.01%
248,465
-18,358
-7% -$345K
OGE icon
969
OGE Energy
OGE
$9.69B
$4.78M 0.01%
139,408
+83,975
+151% +$2.82M
FROG icon
970
JFrog
FROG
$11.5B
$4.78M 0.01%
108,075
-8,468
-7% -$328K
AGNC icon
971
AGNC Investment
AGNC
$13B
$4.78M 0.01%
482,460
-5,821
-1% -$56.1K
SWX icon
972
Southwest Gas
SWX
$6.68B
$4.73M 0.01%
62,196
+17,895
+40% +$1.16M
FORM icon
973
FormFactor
FORM
$10.1B
$4.71M 0.01%
103,305
-21,172
-17% -$882K
EYE icon
974
National Vision
EYE
$1.54B
$4.71M 0.01%
212,551
-25,927
-11% -$547K
MTN icon
975
Vail Resorts
MTN
$5.29B
$4.69M 0.01%
21,036
+1,248
+6% +$277K
37 38
39
40 41

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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.